2023 Form 5500 filing — Whip Mix Corporation Profit Sharing 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 20241014064415NAL0012945731001) for Whip Mix Corporation Profit Sharing Plan, reported by Whip Mix Corporation under EIN 61-0380760 and plan number 001. It reports 216 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)$20MReported net assets$19,981,640
Participants216
Provider compensation$65K3 Schedule C row(s)$64,976
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014064415NAL0012945731001
- Plan sponsor
- Whip Mix Corporation
- EIN
- 61-0380760
- Plan number
- 001
- Location
- Louisville, KY
- 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)$20M total assets
Net assets$20MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,981,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,981,640
- Employer contributions
- $256,233
- Participant contributions
- $765,257
- Total income / additions
- $4,029,980
- Benefits paid
- $2,162,302
- Administrative expenses
- $58,894
- Total expenses
- $2,221,196
- Net increase / (decrease)
- $1,808,784
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,426 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,550 | not reported in the loaded dataset |
| Stegner Investment Associates Inc | OTHER | $6,000 | not reported in the loaded dataset |