2023 Form 5500 filing — Whittlesey Pc 401(K) Retirement And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905100245NAL0011745667001) for Whittlesey Pc 401(K) Retirement And Savings Plan, reported by Whittlesey Pc under EIN 06-0903326 and plan number 003. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905100245NAL0011745667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whittlesey Pc
- EIN
- 06-0903326
- Plan number
- 003
- Location
- Hartford, CT
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,455,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,455,909
- Employer contributions
- $1,317,307
- Participant contributions
- $1,296,427
- Total income / additions
- $8,980,854
- Benefits paid
- $5,650,768
- Administrative expenses
- $61,127
- Total expenses
- $5,711,895
- Net increase / (decrease)
- $3,268,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Redhawk Wealth Advisors Inc | INVESTMENT ADVISOR | $16,366 | not reported in the loaded dataset |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $15,346 | $0 |
| Hutchinson And Bloodgood Llp | AUDITOR | $13,500 | not reported in the loaded dataset |
| Securities America Inc. | BROKER/ADVISE,INVEST ADV | $10,890 | $1,150 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $1,020 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,874 | not reported in the loaded dataset |