2023 Form 5500 filing — White 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 20241015111623NAL0029372049001) for White 401(K) Plan, reported by White Drive Motors And Steering, LLC under EIN 86-2586587 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111623NAL0029372049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White Drive Motors And Steering, LLC
- EIN
- 86-2586587
- Plan number
- 001
- Location
- Hopkinsville, KY
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,147,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,147,184
- Employer contributions
- $1,373,459
- Participant contributions
- $1,584,875
- Total income / additions
- $4,986,904
- Benefits paid
- $1,351,083
- Administrative expenses
- $83,736
- Total expenses
- $1,465,812
- Net increase / (decrease)
- $3,521,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $72,000 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,336 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | INVESTMENT ADVISOR | $400 | not reported in the loaded dataset |