The Whalen Company 401(K) Plan — Form 5500 plan (The Whalen Company)
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, The Whalen Company 401(K) Plan is a benefit plan reported by The Whalen Company under EIN 52-0784012 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $9,800,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Whalen Company
- EIN
- 52-0784012
- Plan number
- 002
- Plan type
- 2
- Location
- Easton, MD
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $9,800,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241008140321NAL0016825761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,800,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,800,481
- Net assets (BOY)
- $8,943,198
Income & contributions
- Employer contributions
- $462,641
- Participant contributions
- $416,531
- Total contributions
- $888,710
- Total income / additions
- $2,236,236
Expenses & distributions
- Benefits paid
- $1,341,334
- Administrative expenses
- $37,619
- Total expenses
- $1,378,953
- Net increase / (decrease)
- $857,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $19,186 | $0 | 2023 |
| Kestra Advisory Services. | NONE | $18,433 | not reported in the loaded dataset | 2023 |