White Construction Company 401-K Plan — Form 5500 plan (Charles N White Construction Co)
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, White Construction Company 401-K Plan is a benefit plan reported by Charles N White Construction Co under EIN 64-0524151 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $16,018,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles N White Construction Co
- EIN
- 64-0524151
- Plan number
- 001
- Plan type
- 2
- Location
- Ridgeland, MS
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $16,018,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241015124324NAL0016416275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,018,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,018,784
- Net assets (BOY)
- $14,959,712
Income & contributions
- Employer contributions
- $493,643
- Participant contributions
- $1,072,547
- Total contributions
- $1,593,648
- Total income / additions
- $3,243,119
Expenses & distributions
- Benefits paid
- $2,138,333
- Administrative expenses
- $45,714
- Total expenses
- $2,184,047
- Net increase / (decrease)
- $1,059,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ballew Advisors | ADVISOR | $53,522 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$7,808 | $0 | 2023 |