Clarke Whitney Ps Certified Public Accountants 401k Plan & Trust — Form 5500 plan (Clarke Whitney)
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, Clarke Whitney Ps Certified Public Accountants 401k Plan & Trust is a benefit plan reported by Clarke Whitney under EIN 91-1471050 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,949,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarke Whitney
- EIN
- 91-1471050
- Plan number
- 001
- Plan type
- 2
- Location
- Bremerton, WA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,949,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240524120501NAL0011110512001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,949,354
- Net assets (EOY)
- $1,949,354
- Net assets (BOY)
- $1,486,962
Income & contributions
- Employer contributions
- $17,509
- Participant contributions
- $71,646
- Total income / additions
- $462,392
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $462,392
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.