Whittier Employee Resources Inc. 401(K) Plan — Form 5500 plan (Whittier Employee Resources 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, Whittier Employee Resources Inc. 401(K) Plan is a benefit plan reported by Whittier Employee Resources Inc. under EIN 26-2549460 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,353 participants and $34,995,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whittier Employee Resources Inc.
- EIN
- 26-2549460
- Plan number
- 001
- Plan type
- 2
- Location
- Haverhill, MA
- Latest filing year
- 2023
- Participants
- 2,353
- End-of-year plan assets
- $34,995,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,353 | H, C | 20240620103011NAL0001287521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,995,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,995,261
- Net assets (BOY)
- $30,697,762
Income & contributions
- Participant contributions
- $2,735,413
- Total contributions
- $2,795,851
- Total income / additions
- $7,923,562
Expenses & distributions
- Benefits paid
- $3,498,922
- Administrative expenses
- $117,656
- Total expenses
- $3,626,063
- Net increase / (decrease)
- $4,297,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $103,088 | $0 | 2023 |
| First Republic Securities Co, LLC | BROKER/ADVISOR | $0 | $61,188 | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $0 | $25,472 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whittier Employee Resources Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Haverhill, MA
- Empower Annuity Insurance Company — Schedule C compensation
- First Republic Securities Co, LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation