Whip Mix Corporation Profit Sharing Plan — Form 5500 plan (Whip Mix Corporation)
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, Whip Mix Corporation Profit Sharing Plan is a benefit plan reported by Whip Mix Corporation under EIN 61-0380760 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $19,981,640 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20MPlan net assets, end of year$19,981,640
Participants216Covered participants reported
Assets / participant$92.5KComputed: assets ÷ participants$92,508 (computed)
Provider compensation$65K3 Schedule C provider row(s)$64,976
- Plan sponsor
- Whip Mix Corporation
- EIN
- 61-0380760
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241014064415NAL0012945731001 |
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)$20M total assets
Net assets$20MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $19,981,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,981,640
- Net assets (BOY)
- $18,172,856
Income & contributions
- Employer contributions
- $256,233
- Participant contributions
- $765,257
- Total contributions
- $1,041,011
- Total income / additions
- $4,029,980
Expenses & distributions
- Benefits paid
- $2,162,302
- Administrative expenses
- $58,894
- Total expenses
- $2,221,196
- Net increase / (decrease)
- $1,808,784
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.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,426 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,550 | not reported in the loaded dataset | 2023 |
| Stegner Investment Associates Inc | OTHER | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whip Mix Corporation
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Stegner Investment Associates Inc — Schedule C compensation