Staggers, Heare & Whiteman, P.A. 401(K) Plan — Form 5500 plan (Staggers, Heare & Whiteman, P.A.)
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, Staggers, Heare & Whiteman, P.A. 401(K) Plan is a benefit plan reported by Staggers, Heare & Whiteman, P.A. under EIN 52-1572164 and plan number 001. The latest loaded filing year is 2023. The filing reports 40 participants and $5,868,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Staggers, Heare & Whiteman, P.A.
- EIN
- 52-1572164
- Plan number
- 001
- Plan type
- 2
- Location
- Cumberland, MD
- Latest filing year
- 2023
- Participants
- 40
- End-of-year plan assets
- $5,868,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I | 20241015113353NAL0028206305001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,868,945
- Net assets (EOY)
- $5,868,945
- Net assets (BOY)
- $4,768,776
Income & contributions
- Employer contributions
- $75,000
- Participant contributions
- $193,103
- Total income / additions
- $1,156,174
Expenses & distributions
- Benefits paid
- $56,005
- Total expenses
- $56,005
- Net increase / (decrease)
- $1,100,169
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.