Whitfield & Eddy P.L.C. 401(K) Plan — Form 5500 plan (Whitfield & Eddy P.L.C.)
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, Whitfield & Eddy P.L.C. 401(K) Plan is a benefit plan reported by Whitfield & Eddy P.L.C. under EIN 42-0643980 and plan number 002. The latest loaded filing year is 2023. The filing reports 129 participants and $27,458,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitfield & Eddy P.L.C.
- EIN
- 42-0643980
- Plan number
- 002
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $27,458,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241015113825NAL0055803202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,458,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,458,473
- Net assets (BOY)
- $24,375,549
Income & contributions
- Employer contributions
- $1,234,535
- Participant contributions
- $527,531
- Total contributions
- $1,766,221
- Total income / additions
- $5,865,320
Expenses & distributions
- Benefits paid
- $2,746,445
- Administrative expenses
- $35,951
- Total expenses
- $2,782,396
- Net increase / (decrease)
- $3,082,924
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Investment | NONE | $35,000 | $0 | 2023 |
| Cambridge Investment Advisor | NONE | $3,216 | $0 | 2023 |
| The Vanguard Group, Inc. | NONE | $3,100 | $0 | 2023 |
| Pension Administrators LLC | NONE | $1,275 | $0 | 2023 |
| Td Ameritrade, Inc. | NONE | $234 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whitfield & Eddy P.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Prime Capital Investment — Schedule C compensation
- Cambridge Investment Advisor — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Pension Administrators LLC — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation