2023 Form 5500 filing — Retirement Plan For Employees Of Whitman, Requardt And Associates
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 20241015124737NAL0028469489001) for Retirement Plan For Employees Of Whitman, Requardt And Associates, reported by Whitman, Requardt And Associates under EIN 52-0541536 and plan number 001. It reports 111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124737NAL0028469489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitman, Requardt And Associates
- EIN
- 52-0541536
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,361,699
- Total liabilities (EOY)
- $1,923
- Net assets (EOY)
- $3,359,776
- Total income / additions
- $537,325
- Benefits paid
- $1,682,752
- Administrative expenses
- $171,214
- Total expenses
- $1,853,966
- Net increase / (decrease)
- -$1,316,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz | NONE | $117,783 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $39,275 | not reported in the loaded dataset |