2023 Form 5500 filing — Whitman, Requardt & Associates, Llp 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 20241011081236NAL0021505713001) for Whitman, Requardt & Associates, Llp 401(K) Plan, reported by Whitman, Requardt & Associates, Llp under EIN 52-0541536 and plan number 002. It reports 965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$143.7MReported net assets$143,707,230
Participants965
Provider compensation$115.2K2 Schedule C row(s)$115,232
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011081236NAL0021505713001
- Plan sponsor
- Whitman, Requardt & Associates, Llp
- EIN
- 52-0541536
- Plan number
- 002
- Location
- Baltimore, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$143.7M total assets
Net assets$143.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $143,707,230
- Net assets (EOY)
- $143,707,230
- Employer contributions
- $2,283,287
- Participant contributions
- $8,999,952
- Total income / additions
- $33,855,747
- Benefits paid
- $4,967,027
- Administrative expenses
- $115,224
- Total expenses
- $5,112,717
- Net increase / (decrease)
- $28,743,030
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $75,232 | not reported in the loaded dataset |
| Rbc Capital Markets Corporation | NONE | $40,000 | not reported in the loaded dataset |