Plan5500

Retirement Plan For Employees Of Whitman, Requardt And Associates — Form 5500 plan (Whitman, Requardt And Associates)

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, Retirement Plan For Employees Of Whitman, Requardt And Associates is a benefit plan reported by Whitman, Requardt And Associates under EIN 52-0541536 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $3,361,699 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Whitman, Requardt And Associates
EIN
52-0541536
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
111
End-of-year plan assets
$3,361,699

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20241015124737NAL0028469489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,361,699
Total liabilities (EOY)
$1,923
Net assets (EOY)
$3,359,776
Net assets (BOY)
$4,676,417

Income & contributions

Total contributions
$0
Total income / additions
$537,325

Expenses & distributions

Benefits paid
$1,682,752
Administrative expenses
$171,214
Total expenses
$1,853,966
Net increase / (decrease)
-$1,316,641

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CbizNONE$117,783not reported in the loaded dataset2023
Aetna Life Insurance CompanyNONE$39,275not reported in the loaded dataset2023

Related Form 5500 pages