2023 Form 5500 filing — L. C. Whitford Co., Inc. 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 20241015144003NAL0028796833001) for L. C. Whitford Co., Inc. 401(K) Plan, reported by L. C. Whitford Co., Inc. under EIN 16-0789973 and plan number 004. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144003NAL0028796833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L. C. Whitford Co., Inc.
- EIN
- 16-0789973
- Plan number
- 004
- Location
- Wellsville, NY
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,447,427
- Total liabilities (EOY)
- $24,788
- Net assets (EOY)
- $11,422,639
- Employer contributions
- $284,357
- Participant contributions
- $418,559
- Total income / additions
- $2,318,151
- Benefits paid
- $852,495
- Administrative expenses
- $74,897
- Total expenses
- $927,392
- Net increase / (decrease)
- $1,390,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $39,344 | not reported in the loaded dataset |
| Frontier Financial Group, LLC | INVESTMENT MANAGEMENT | $29,865 | not reported in the loaded dataset |
| Level Financial Advisors, Inc. | INVESTMENT ADVISOR | $9,955 | not reported in the loaded dataset |