Plan5500

L. C. Whitford Co., Inc. 401(K) Plan — Form 5500 plan (L. C. Whitford Co., 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, L. C. Whitford Co., Inc. 401(K) Plan is a benefit plan reported by L. C. Whitford Co., Inc. under EIN 16-0789973 and plan number 004. The latest loaded filing year is 2023. The filing reports 205 participants and $11,447,427 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.4MPlan net assets, end of year$11,422,639
Participants205Covered participants reported
Assets / participant$55.8KComputed: assets ÷ participants$55,841 (computed)
Provider compensation$79.2K3 Schedule C provider row(s)$79,164
Plan sponsor
L. C. Whitford Co., Inc.
EIN
16-0789973
Plan number
004
Plan type
2
Location
Wellsville, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    205 participants · 2Sch HSch C
    View filing →
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)$11.4M total assets
Net assets$11.4MLiabilities$24.8K
Money in vs. money out
Total income / additions$2.3M
Total expenses$927.4K
Benefits paid / distributions$852.5K
Contributions
Employer$284.4K
Participant$418.6K
Full reported line items

Net assets

Total assets (EOY)
$11,447,427
Total liabilities (EOY)
$24,788
Net assets (EOY)
$11,422,639
Net assets (BOY)
$10,031,880

Income & contributions

Employer contributions
$284,357
Participant contributions
$418,559
Total contributions
$712,141
Total income / additions
$2,318,151

Expenses & distributions

Benefits paid
$852,495
Administrative expenses
$74,897
Total expenses
$927,392
Net increase / (decrease)
$1,390,759
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 40%Participant 60%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Professional Capital Services, LLC$39.3K
    CONTRACT ADMINISTRATOR · Direct $39.3K
  2. 2
    Frontier Financial Group, LLC$29.9K
    INVESTMENT MANAGEMENT · Direct $29.9K
  3. 3
    Level Financial Advisors, Inc.$10K
    INVESTMENT ADVISOR · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the L. C. Whitford Co., Inc. 401(K) Plan?
L. C. Whitford Co., Inc. 401(K) Plan is reported as sponsored by L. C. Whitford Co., Inc. (EIN 16-0789973, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for L. C. Whitford Co., Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for L. C. Whitford Co., Inc. 401(K) Plan is 2023.
How many participants does L. C. Whitford Co., Inc. 401(K) Plan report?
L. C. Whitford Co., Inc. 401(K) Plan reports 205 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for L. C. Whitford Co., Inc. 401(K) Plan?
L. C. Whitford Co., Inc. 401(K) Plan reports $11,447,427 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages