Whitman, Requardt & Associates, Llp 401(K) Plan — Form 5500 plan (Whitman, Requardt & Associates, Llp)
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, Whitman, Requardt & Associates, Llp 401(K) Plan is a benefit plan reported by Whitman, Requardt & Associates, Llp under EIN 52-0541536 and plan number 002. The latest loaded filing year is 2023. The filing reports 965 participants and $143,707,230 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$143.7MPlan net assets, end of year$143,707,230
Participants965Covered participants reported
Assets / participant$148.9KComputed: assets ÷ participants$148,919 (computed)
Provider compensation$115.2K2 Schedule C provider row(s)$115,232
- Plan sponsor
- Whitman, Requardt & Associates, Llp
- EIN
- 52-0541536
- Plan number
- 002
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 965 | H, C | 20241011081236NAL0021505713001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$143.7M total assets
Net assets$143.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $143,707,230
- Net assets (EOY)
- $143,707,230
- Net assets (BOY)
- $114,964,200
Income & contributions
- Employer contributions
- $2,283,287
- Participant contributions
- $8,999,952
- Total contributions
- $12,868,146
- Total income / additions
- $33,855,747
Expenses & distributions
- Benefits paid
- $4,967,027
- Administrative expenses
- $115,224
- Total expenses
- $5,112,717
- Net increase / (decrease)
- $28,743,030
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $75,232 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets Corporation | NONE | $40,000 | not reported in the loaded dataset | 2023 |