Whittlesey Pc 401(K) Retirement And Savings Plan — Form 5500 plan (Whittlesey Pc)
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, Whittlesey Pc 401(K) Retirement And Savings Plan is a benefit plan reported by Whittlesey Pc under EIN 06-0903326 and plan number 003. The latest loaded filing year is 2023. The filing reports 174 participants and $37,455,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whittlesey Pc
- EIN
- 06-0903326
- Plan number
- 003
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $37,455,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240905100245NAL0011745667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,455,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,455,909
- Net assets (BOY)
- $34,186,950
Income & contributions
- Employer contributions
- $1,317,307
- Participant contributions
- $1,296,427
- Total contributions
- $2,627,665
- Total income / additions
- $8,980,854
Expenses & distributions
- Benefits paid
- $5,650,768
- Administrative expenses
- $61,127
- Total expenses
- $5,711,895
- Net increase / (decrease)
- $3,268,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Redhawk Wealth Advisors Inc | INVESTMENT ADVISOR | $16,366 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $15,346 | $0 | 2023 |
| Hutchinson And Bloodgood Llp | AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Securities America Inc. | BROKER/ADVISE,INVEST ADV | $10,890 | $1,150 | 2023 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $1,020 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,874 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whittlesey Pc
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Redhawk Wealth Advisors Inc — Schedule C compensation
- Empower Annuity Ins. Co Of America — Schedule C compensation
- Hutchinson And Bloodgood Llp — Schedule C compensation
- Securities America Inc. — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation