Whitman-Walker Health 403(B) Plan — Form 5500 plan (Whitman-Walker Clinic, 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, Whitman-Walker Health 403(B) Plan is a benefit plan reported by Whitman-Walker Clinic, Inc. under EIN 52-1122122 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $22,346,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitman-Walker Clinic, Inc.
- EIN
- 52-1122122
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $22,346,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241015102334NAL0014395107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,346,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,346,627
- Net assets (BOY)
- $18,984,592
Income & contributions
- Employer contributions
- $760,214
- Participant contributions
- $1,495,710
- Total contributions
- $2,276,145
- Total income / additions
- $5,485,625
Expenses & distributions
- Benefits paid
- $2,098,029
- Administrative expenses
- $5,255
- Total expenses
- $2,123,590
- Net increase / (decrease)
- $3,362,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $46,824 | 2023 |
| Map Retirement Usa LLC | OTHER SERVICES | $0 | $9,437 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,195 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whitman-Walker Clinic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Kestra Investment Services LLC — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation