L. C. Whitford Co., Inc. 401(K) Plan — Form 5500 plan (L. C. Whitford Co., 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, L. C. Whitford Co., Inc. 401(K) Plan is a benefit plan reported by L. C. Whitford Co., Inc. under EIN 16-0789973 and plan number 004. The latest loaded filing year is 2023. The filing reports 205 participants and $11,447,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L. C. Whitford Co., Inc.
- EIN
- 16-0789973
- Plan number
- 004
- Plan type
- 2
- Location
- Wellsville, NY
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $11,447,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241015144003NAL0028796833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,447,427
- Total liabilities (EOY)
- $24,788
- Net assets (EOY)
- $11,422,639
- Net assets (BOY)
- $10,031,880
Income & contributions
- Employer contributions
- $284,357
- Participant contributions
- $418,559
- Total contributions
- $712,141
- Total income / additions
- $2,318,151
Expenses & distributions
- Benefits paid
- $852,495
- Administrative expenses
- $74,897
- Total expenses
- $927,392
- Net increase / (decrease)
- $1,390,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $39,344 | not reported in the loaded dataset | 2023 |
| Frontier Financial Group, LLC | INVESTMENT MANAGEMENT | $29,865 | not reported in the loaded dataset | 2023 |
| Level Financial Advisors, Inc. | INVESTMENT ADVISOR | $9,955 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for L. C. Whitford Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Wellsville, NY
- Professional Capital Services, LLC — Schedule C compensation
- Frontier Financial Group, LLC — Schedule C compensation
- Level Financial Advisors, Inc. — Schedule C compensation