The White Family Companies, Inc. Retirement Savings Plan — Form 5500 plan (The White Family Companies, 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, The White Family Companies, Inc. Retirement Savings Plan is a benefit plan reported by The White Family Companies, Inc. under EIN 31-4446316 and plan number 002. The latest loaded filing year is 2023. The filing reports 791 participants and $45,661,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The White Family Companies, Inc.
- EIN
- 31-4446316
- Plan number
- 002
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 791
- End-of-year plan assets
- $45,661,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 791 | H, C | 20240923093151NAL0011260225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,661,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,661,404
- Net assets (BOY)
- $38,984,599
Income & contributions
- Employer contributions
- $1,663,290
- Participant contributions
- $3,150,694
- Total contributions
- $4,863,056
- Total income / additions
- $11,405,364
Expenses & distributions
- Benefits paid
- $4,202,349
- Administrative expenses
- $165,692
- Total expenses
- $4,728,559
- Net increase / (decrease)
- $6,676,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $66,098 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY | $60,964 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $17,191 | $1,194 | 2023 |
| Schneider Downs | AUDIT | $15,005 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The White Family Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation
- Schneider Downs — Schedule C compensation