Wharton-Smith, Inc. 401(K) Plan And Trust — Form 5500 plan (Wharton-Smith, Inc.)

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, Wharton-Smith, Inc. 401(K) Plan And Trust is a benefit plan reported by Wharton-Smith, Inc. under EIN 59-2392802 and plan number 001. The latest loaded filing year is 2023. The filing reports 809 participants and $67,489,575 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wharton-Smith, Inc.
EIN
59-2392802
Plan number
001
Plan type
2
Location
Sanford, FL
Latest filing year
2023
Participants
809
End-of-year plan assets
$67,489,575

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023809H, C20250228152310NAL0001302577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,489,575
Total liabilities (EOY)
$0
Net assets (EOY)
$67,489,575
Net assets (BOY)
$55,584,496

Income & contributions

Employer contributions
$3,656,076
Participant contributions
$5,794,254
Total contributions
$9,797,062
Total income / additions
$19,870,316

Expenses & distributions

Benefits paid
$7,752,172
Administrative expenses
$204,420
Total expenses
$7,965,237
Net increase / (decrease)
$11,905,079

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$117,832$02023
Ubs Financial Services IncINVESTMENT ADVISOR$86,588not reported in the loaded dataset2023

Related Form 5500 pages