Whitney Center, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Whitney Center, Inc. (EIN 06-0924891) is a plan sponsor located in Hamden, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0924891
Location
Hamden, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,059,907
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,059,907

Contributions & income

Employer contributions
$246,331
Participant contributions
$441,534
Total income / additions
$1,886,661

Expenses & distributions

Benefits paid / distributions
$580,959
Total expenses
$621,933
Net increase / (decrease)
$1,264,728

Coverage

Total reported participants
537
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Whitney Center, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Whitney Center, Inc. Comprehensive Retirement Plan002353$8,059,9072023
Whitney Center, Inc. Health And Welfare Benefits507184not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Whitney Center, Inc.
YearPlanParticipantsSchedulesFiling
2023Whitney Center, Inc. Health And Welfare Benefits18420240729092112NAL0012364803001
2023Whitney Center, Inc. Comprehensive Retirement Plan353H, C20240927135313NAL0001095203001

Related Form 5500 pages