2023 Form 5500 filing — Whalen Restoration Services, Inc. 401(K) 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 20241014124641NAL0014945491001) for Whalen Restoration Services, Inc. 401(K) Profit Sharing Plan, reported by Whalen Restoration Services, Inc under EIN 04-3058540 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014124641NAL0014945491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whalen Restoration Services, Inc
- EIN
- 04-3058540
- Plan number
- 001
- Location
- South Dennis, MA
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,059,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,059,295
- Employer contributions
- $38,424
- Participant contributions
- $81,340
- Total income / additions
- $561,679
- Benefits paid
- $332,543
- Administrative expenses
- $12,243
- Total expenses
- $344,786
- Net increase / (decrease)
- $216,893
- Schedule source
- Schedule I