2023 Form 5500 filing — Whispering Pines Preschool, 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 20250320090050NAL0004688899001) for Whispering Pines Preschool, Inc. 401(K) Plan, reported by Whispering Pines Preschool, Inc. under EIN 14-1701676 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250320090050NAL0004688899001
Filing year
2023
Form type
2
Plan sponsor
Whispering Pines Preschool, Inc.
EIN
14-1701676
Plan number
001
Location
Delanson, NY
Participants
192
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,224,993
Total liabilities (EOY)
$0
Net assets (EOY)
$8,224,993
Employer contributions
$150,136
Participant contributions
$368,685
Total income / additions
$1,456,630
Benefits paid
$207,776
Administrative expenses
$9,644
Total expenses
$217,420
Net increase / (decrease)
$1,239,210
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mussett Wealth ManagementSERVICE PROVIDER$0$26,769
Voya Retirement Ins And Ann CoSERVICE PROVIDER$0$3,684

Related Form 5500 pages