2023 Form 5500 filing — The White Family Companies, Inc. Retirement 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 20240923093151NAL0011260225001) for The White Family Companies, Inc. Retirement Savings Plan, reported by The White Family Companies, Inc. under EIN 31-4446316 and plan number 002. It reports 791 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923093151NAL0011260225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The White Family Companies, Inc.
- EIN
- 31-4446316
- Plan number
- 002
- Location
- Dayton, OH
- Participants
- 791
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,661,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,661,404
- Employer contributions
- $1,663,290
- Participant contributions
- $3,150,694
- Total income / additions
- $11,405,364
- Benefits paid
- $4,202,349
- Administrative expenses
- $165,692
- Total expenses
- $4,728,559
- Net increase / (decrease)
- $6,676,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $66,098 | $0 |
| Morgan Stanley | INVESTMENT ADVISORY | $60,964 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $17,191 | $1,194 |
| Schneider Downs | AUDIT | $15,005 | not reported in the loaded dataset |