Whitney Center, Inc. Comprehensive Retirement Plan — Form 5500 plan (Whitney Center, 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, Whitney Center, Inc. Comprehensive Retirement Plan is a benefit plan reported by Whitney Center, Inc. under EIN 06-0924891 and plan number 002. The latest loaded filing year is 2023. The filing reports 353 participants and $8,059,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitney Center, Inc.
- EIN
- 06-0924891
- Plan number
- 002
- Plan type
- 2
- Location
- Hamden, CT
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $8,059,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20240927135313NAL0001095203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,059,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,059,907
- Net assets (BOY)
- $6,795,179
Income & contributions
- Employer contributions
- $246,331
- Participant contributions
- $441,534
- Total contributions
- $771,932
- Total income / additions
- $1,886,661
Expenses & distributions
- Benefits paid
- $580,959
- Administrative expenses
- $39,516
- Total expenses
- $621,933
- Net increase / (decrease)
- $1,264,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,864 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $18,025 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $54 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whitney Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hamden, CT
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation