Whalen Restoration Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Whalen Restoration Services, Inc)
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, Whalen Restoration Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Whalen Restoration Services, Inc under EIN 04-3058540 and plan number 001. The latest loaded filing year is 2023. The filing reports 28 participants and $2,059,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whalen Restoration Services, Inc
- EIN
- 04-3058540
- Plan number
- 001
- Plan type
- 2
- Location
- South Dennis, MA
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $2,059,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20241014124641NAL0014945491001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,059,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,059,295
- Net assets (BOY)
- $1,842,402
Income & contributions
- Employer contributions
- $38,424
- Participant contributions
- $81,340
- Total income / additions
- $561,679
Expenses & distributions
- Benefits paid
- $332,543
- Administrative expenses
- $12,243
- Total expenses
- $344,786
- Net increase / (decrease)
- $216,893
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.