Whirley Industries, Inc. Teammates 401(K) Profit Sharing Plan — Form 5500 plan (Whirley Industries, 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, Whirley Industries, Inc. Teammates 401(K) Profit Sharing Plan is a benefit plan reported by Whirley Industries, Inc. under EIN 25-1183490 and plan number 001. The latest loaded filing year is 2023. The filing reports 470 participants and $42,977,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whirley Industries, Inc.
- EIN
- 25-1183490
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, PA
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $42,977,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20240726101309NAL0015269553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,977,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,977,982
- Net assets (BOY)
- $39,930,013
Income & contributions
- Employer contributions
- $1,087,634
- Participant contributions
- $1,256,451
- Total contributions
- $2,625,768
- Total income / additions
- $8,339,333
Expenses & distributions
- Benefits paid
- $5,174,796
- Administrative expenses
- $116,568
- Total expenses
- $5,291,364
- Net increase / (decrease)
- $3,047,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Institutional Asset Management | CONSULTANT | $58,304 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $50,985 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,279 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whirley Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Warren, PA
- Pnc Institutional Asset Management — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation