Whitehall Industries Profit-Sharing And 401(K) Plan — Form 5500 plan (Uacj Automotive Whitehall Industries 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, Whitehall Industries Profit-Sharing And 401(K) Plan is a benefit plan reported by Uacj Automotive Whitehall Industries Inc under EIN 81-2008793 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,017 participants and $30,335,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uacj Automotive Whitehall Industries Inc
- EIN
- 81-2008793
- Plan number
- 001
- Plan type
- 2
- Location
- Ludington, MI
- Latest filing year
- 2023
- Participants
- 1,017
- End-of-year plan assets
- $30,335,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,017 | H, C | 20241015161513NAL0016853315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,335,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,335,553
- Net assets (BOY)
- $26,332,069
Income & contributions
- Employer contributions
- $1,903,923
- Participant contributions
- $2,470,732
- Total contributions
- $4,560,970
- Total income / additions
- $9,249,563
Expenses & distributions
- Benefits paid
- $5,168,509
- Administrative expenses
- $75,757
- Total expenses
- $5,246,079
- Net increase / (decrease)
- $4,003,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Insurance Company Of Americ | RECORDKEEPER | $82,438 | $0 | 2023 |
| Fifth Third Bank | ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $22,112 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uacj Automotive Whitehall Industries Inc
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ludington, MI
- Empower Insurance Company Of Americ — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation