Plan5500

White Space Design 401(K) Plan — Form 5500 plan (White Space Design, 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, White Space Design 401(K) Plan is a benefit plan reported by White Space Design, Inc. under EIN 59-3616795 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $649,688 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
White Space Design, Inc.
EIN
59-3616795
Plan number
001
Plan type
2
Location
Pinellas Park, FL
Latest filing year
2023
Participants
143
End-of-year plan assets
$649,688

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20251013080554NAL0000821185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$649,688
Total liabilities (EOY)
$182
Net assets (EOY)
$649,506
Net assets (BOY)
$0

Income & contributions

Employer contributions
$176,061
Participant contributions
$390,860
Total contributions
$605,254
Total income / additions
$657,102

Expenses & distributions

Benefits paid
$1,838
Administrative expenses
$5,758
Total expenses
$7,596
Net increase / (decrease)
$649,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$4,132$02023
Transamerica Financial Life Ins. CoRECORD KEEPER$1,509$02023
Rpa Financial LLCINVESTMENT ADVISORY-PLAN$117not reported in the loaded dataset2023

Related Form 5500 pages