Whites Residential And Family Services Tax Deferred Annuity Plan — Form 5500 plan (Whites Residential Family And Services)
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, Whites Residential And Family Services Tax Deferred Annuity Plan is a benefit plan reported by Whites Residential Family And Services under EIN 35-0883520 and plan number 002. The latest loaded filing year is 2023. The filing reports 422 participants and $9,842,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whites Residential Family And Services
- EIN
- 35-0883520
- Plan number
- 002
- Plan type
- 2
- Location
- Wabash, IN
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $9,842,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20241014094707NAL0044039168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,842,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,842,510
- Net assets (BOY)
- $8,572,061
Income & contributions
- Employer contributions
- $179,560
- Participant contributions
- $546,551
- Total contributions
- $727,078
- Total income / additions
- $2,165,034
Expenses & distributions
- Benefits paid
- $864,430
- Administrative expenses
- $30,155
- Total expenses
- $894,585
- Net increase / (decrease)
- $1,270,449
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | SERVICE PROVIDER | $25,989 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $17,215 | not reported in the loaded dataset | 2023 |
| National Benefit Services, LLC | THIRD PARTY ADMINISTRATOR | $2,285 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whites Residential Family And Services
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Wabash, IN
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation