Whitestone Group 401k Plan — Form 5500 plan (The Whitestone Group, 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, Whitestone Group 401k Plan is a benefit plan reported by The Whitestone Group, Inc. under EIN 34-1941099 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $4,587,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Whitestone Group, Inc.
- EIN
- 34-1941099
- Plan number
- 001
- Plan type
- 2
- Location
- Reynoldsburg, OH
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $4,587,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241213102210NAL0028045218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,587,966
- Net assets (EOY)
- $4,587,966
- Net assets (BOY)
- $3,402,405
Income & contributions
- Employer contributions
- $1,565,940
- Participant contributions
- $18,239
- Total contributions
- $1,690,359
- Total income / additions
- $2,299,077
Expenses & distributions
- Benefits paid
- $1,037,240
- Administrative expenses
- $76,276
- Total expenses
- $1,113,516
- Net increase / (decrease)
- $1,185,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,040 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | BROKER | $18,185 | not reported in the loaded dataset | 2023 |
| Eldridge Dba Bse Partners LLC, Brad | OTHER | $17,000 | not reported in the loaded dataset | 2023 |
| Mcgregor & Associates, Inc. | CONTRAC ADMIN | $16,561 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $489 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Whitestone Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Reynoldsburg, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Eldridge Dba Bse Partners LLC, Brad — Schedule C compensation
- Mcgregor & Associates, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation