The Witmer Group Retirement Plan — Form 5500 plan (The Witmer Group, LLC)
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 Witmer Group Retirement Plan is a benefit plan reported by The Witmer Group, LLC under EIN 47-4148551 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $20,781,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Witmer Group, LLC
- EIN
- 47-4148551
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Joy, PA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $20,781,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241007105159NAL0025966800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,781,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,781,119
- Net assets (BOY)
- $17,930,537
Income & contributions
- Employer contributions
- $1,407,466
- Participant contributions
- $728,783
- Total contributions
- $2,166,189
- Total income / additions
- $5,258,245
Expenses & distributions
- Benefits paid
- $2,298,030
- Administrative expenses
- $108,145
- Total expenses
- $2,407,663
- Net increase / (decrease)
- $2,850,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | INVESTMENT ADVISOR | $47,001 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $33,372 | $0 | 2023 |
| Rkl Llp | AUDITOR | $14,649 | not reported in the loaded dataset | 2023 |
| Dunbar Bender & Zapf Inc. | CONTRACT ADMIN | $7,590 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,062 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Inc. | CONTRACT ADMIN | $2,471 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Witmer Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mount Joy, PA
- First National Trust Company — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Rkl Llp — Schedule C compensation
- Dunbar Bender & Zapf Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Retirement Advantage Inc. — Schedule C compensation