2023 Form 5500 filing — White House Motel 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 20241015104527NAL0016169171001) for White House Motel Profit Sharing Plan, reported by White House Motel under EIN 01-0381910 and plan number 333. It reports 675 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104527NAL0016169171001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- White House Motel
- EIN
- 01-0381910
- Plan number
- 333
- Location
- Bangor, ME
- Participants
- 675
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,373,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,373,101
- Employer contributions
- $431,610
- Participant contributions
- $403,124
- Total income / additions
- $3,119,089
- Benefits paid
- $628,743
- Administrative expenses
- $40,579
- Total expenses
- $670,964
- Net increase / (decrease)
- $2,448,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $30,550 | not reported in the loaded dataset |
| Guidance Point Retirement Services | NONE | $9,998 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $31 | $5,883 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |