White'S Farm Supply Inc Employee'S Profit Sharing And Retirement Plan — Form 5500 plan (White'S Farm Supply 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, White'S Farm Supply Inc Employee'S Profit Sharing And Retirement Plan is a benefit plan reported by White'S Farm Supply Inc under EIN 15-0622271 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $8,931,692 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,931,692
Participants145Covered participants reported
Assets / participant$61.6KComputed: assets ÷ participants$61,598 (computed)
Provider compensation$2.4K1 Schedule C provider row(s)$2,360
Plan sponsor
White'S Farm Supply Inc
EIN
15-0622271
Plan number
002
Plan type
2
Location
Canastota, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241009174819NAL0010893475001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$623.1K
Benefits paid / distributions$620.7K
Contributions
Employer$296.3K
Participant$370.4K
Full reported line items

Net assets

Total assets (EOY)
$8,931,692
Total liabilities (EOY)
$0
Net assets (EOY)
$8,931,692
Net assets (BOY)
$7,633,786

Income & contributions

Employer contributions
$296,337
Participant contributions
$370,373
Total contributions
$666,710
Total income / additions
$1,920,964

Expenses & distributions

Benefits paid
$620,681
Administrative expenses
$2,377
Total expenses
$623,058
Net increase / (decrease)
$1,297,906
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe Price Rps, Inc.NONE$2,360$02023

Related Form 5500 pages