How many benefit plans does Wharton-Smith, Inc. report on Form 5500?

Wharton-Smith, Inc. (EIN 59-2392802) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Wharton-Smith, Inc.?

The Employer Identification Number (EIN) reported for Wharton-Smith, Inc. is 59-2392802.

What is the latest Form 5500 filing year for Wharton-Smith, Inc.?

The latest loaded Form 5500 filing year for Wharton-Smith, Inc. is 2023.

Wharton-Smith, 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, Wharton-Smith, Inc. (EIN 59-2392802) is a plan sponsor located in Sanford, FL 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: 59-2392802
Location: Sanford, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $67,489,575
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $67,489,575

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants: 1,324
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

Wharton-Smith, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Wharton-Smith, Inc. 401(K) Plan And Trust	001	809	$67,489,575	2023
Wharton-Smith, Inc. Cafeteria Plan	501	515	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wharton-Smith, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Wharton-Smith, Inc. Cafeteria Plan	515	—	20241029143100NAL0004387441001
2023	Wharton-Smith, Inc. 401(K) Plan And Trust	809	H, C	20250228152310NAL0001302577001