Whispering Pines Preschool, Inc. 401(K) Plan — Form 5500 plan (Whispering Pines Preschool, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Whispering Pines Preschool, Inc. 401(K) Plan is a benefit plan reported by Whispering Pines Preschool, Inc. under EIN 14-1701676 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $8,224,993 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Whispering Pines Preschool, Inc.
EIN
14-1701676
Plan number
001
Plan type
2
Location
Delanson, NY
Latest filing year
2023
Participants
192
End-of-year plan assets
$8,224,993

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20250320090050NAL0004688899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,224,993
Total liabilities (EOY)
$0
Net assets (EOY)
$8,224,993
Net assets (BOY)
$6,985,783

Income & contributions

Employer contributions
$150,136
Participant contributions
$368,685
Total contributions
$520,495
Total income / additions
$1,456,630

Expenses & distributions

Benefits paid
$207,776
Administrative expenses
$9,644
Total expenses
$217,420
Net increase / (decrease)
$1,239,210

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mussett Wealth ManagementSERVICE PROVIDER$0$26,7692023
Voya Retirement Ins And Ann CoSERVICE PROVIDER$0$3,6842023

Related Form 5500 pages