Plain-English plan 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, Whalley Computer Associates, Inc. 401(K) Plan is a benefit plan reported by Whalley Computer Associates, Inc. under EIN 04-2902969 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $26,768,470 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,768,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,768,470
- Net assets (BOY)
- $21,056,880
Income & contributions
- Employer contributions
- $236,999
- Participant contributions
- $1,099,500
- Total contributions
- $1,603,955
- Total income / additions
- $6,559,568
Expenses & distributions
- Benefits paid
- $797,951
- Administrative expenses
- $50,027
- Total expenses
- $847,978
- Net increase / (decrease)
- $5,711,590