2023 Form 5500 filing — The Whalen Company 401(K) 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 20241008140321NAL0016825761001) for The Whalen Company 401(K) Plan, reported by The Whalen Company under EIN 52-0784012 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008140321NAL0016825761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Whalen Company
- EIN
- 52-0784012
- Plan number
- 002
- Location
- Easton, MD
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,800,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,800,481
- Employer contributions
- $462,641
- Participant contributions
- $416,531
- Total income / additions
- $2,236,236
- Benefits paid
- $1,341,334
- Administrative expenses
- $37,619
- Total expenses
- $1,378,953
- Net increase / (decrease)
- $857,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $19,186 | $0 |
| Kestra Advisory Services. | NONE | $18,433 | not reported in the loaded dataset |