Whitcorp Retirement Plan — Form 5500 plan (Whitcorp Financial Company)
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, Whitcorp Retirement Plan is a benefit plan reported by Whitcorp Financial Company under EIN 48-6109393 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $16,107,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitcorp Financial Company
- EIN
- 48-6109393
- Plan number
- 001
- Plan type
- 2
- Location
- Garden City, KS
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $16,107,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20240905082848NAL0043211538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,107,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,107,515
- Net assets (BOY)
- $13,406,665
Income & contributions
- Employer contributions
- $307,375
- Participant contributions
- $634,849
- Total contributions
- $964,816
- Total income / additions
- $3,469,844
Expenses & distributions
- Benefits paid
- $767,954
- Administrative expenses
- $1,040
- Total expenses
- $768,994
- Net increase / (decrease)
- $2,700,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,040 | $0 | 2023 |