Whitsons Food Service Corp. 401(K) Plan — Form 5500 plan (Whitsons Food Service Corp.)
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, Whitsons Food Service Corp. 401(K) Plan is a benefit plan reported by Whitsons Food Service Corp. under EIN 11-2579630 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,387 participants and $22,443,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitsons Food Service Corp.
- EIN
- 11-2579630
- Plan number
- 001
- Plan type
- 2
- Location
- Islandia, NY
- Latest filing year
- 2023
- Participants
- 1,387
- End-of-year plan assets
- $22,443,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,387 | H, C | 20241007145419NAL0027751648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,443,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,443,814
- Net assets (BOY)
- $15,767,347
Income & contributions
- Employer contributions
- $211,060
- Participant contributions
- $1,986,688
- Total contributions
- $2,605,647
- Total income / additions
- $5,680,969
Expenses & distributions
- Benefits paid
- $1,415,041
- Administrative expenses
- $10,093
- Total expenses
- $1,458,251
- Net increase / (decrease)
- $4,222,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $26,802 | 2023 |
| National Financial Services LLC | PAYING AGENT | $0 | $10,345 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,093 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whitsons Food Service Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Islandia, NY
- Morgan Stanley Smith Barney — Schedule C compensation
- National Financial Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation