The Witham Family, LLC 401(K) Plan — Form 5500 plan (The Witham Family, LLC)
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, The Witham Family, LLC 401(K) Plan is a benefit plan reported by The Witham Family, LLC under EIN 83-3254849 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $4,230,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Witham Family, LLC
- EIN
- 83-3254849
- Plan number
- 001
- Plan type
- 2
- Location
- Ellsworth, ME
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $4,230,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20241010143202NAL0036134992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,230,763
- Net assets (EOY)
- $4,230,763
- Net assets (BOY)
- $3,347,744
Income & contributions
- Employer contributions
- $294,353
- Participant contributions
- $433,097
- Total contributions
- $727,450
- Total income / additions
- $1,259,518
Expenses & distributions
- Benefits paid
- $337,761
- Administrative expenses
- $38,738
- Total expenses
- $376,499
- Net increase / (decrease)
- $883,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life | INVESTMENT ADVISOR | $18,050 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,169 | $0 | 2023 |
| Haverlock, Estey & Curran LLC | AUDITOR | $7,064 | $0 | 2023 |
| Downeast Pension Services Inc | CONTRACT ADMIN | $4,400 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Witham Family, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Ellsworth, ME
- Massachusetts Mutual Life — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Haverlock, Estey & Curran LLC — Schedule C compensation
- Downeast Pension Services Inc — Schedule C compensation