2023 Form 5500 filing — The Witham Family, LLC 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 20241010143202NAL0036134992001) for The Witham Family, LLC 401(K) Plan, reported by The Witham Family, LLC under EIN 83-3254849 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143202NAL0036134992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Witham Family, LLC
- EIN
- 83-3254849
- Plan number
- 001
- Location
- Ellsworth, ME
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,230,763
- Net assets (EOY)
- $4,230,763
- Employer contributions
- $294,353
- Participant contributions
- $433,097
- Total income / additions
- $1,259,518
- Benefits paid
- $337,761
- Administrative expenses
- $38,738
- Total expenses
- $376,499
- Net increase / (decrease)
- $883,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life | INVESTMENT ADVISOR | $18,050 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,169 | $0 |
| Haverlock, Estey & Curran LLC | AUDITOR | $7,064 | $0 |
| Downeast Pension Services Inc | CONTRACT ADMIN | $4,400 | $0 |