White Arrow 401(K) & Ps Plan — Form 5500 plan (White Arrow, 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 Arrow 401(K) & Ps Plan is a benefit plan reported by White Arrow, Inc. under EIN 61-1432891 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $3,867,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
White Arrow, Inc.
EIN
61-1432891
Plan number
001
Plan type
2
Location
Montebello, CA
Latest filing year
2023
Participants
127
End-of-year plan assets
$3,867,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240822120216NAL0008943424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,867,486
Total liabilities (EOY)
$0
Net assets (EOY)
$3,867,486
Net assets (BOY)
$2,705,836

Income & contributions

Employer contributions
$126,952
Participant contributions
$746,246
Total contributions
$873,198
Total income / additions
$1,364,517

Expenses & distributions

Benefits paid
$170,173
Administrative expenses
$32,694
Total expenses
$202,867
Net increase / (decrease)
$1,161,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$18,409not reported in the loaded dataset2023
Financial Counseling Resources, LLCNONE$14,282not reported in the loaded dataset2023

Related Form 5500 pages