White 401(K) Plan — Form 5500 plan (White Drive Motors And Steering, 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, White 401(K) Plan is a benefit plan reported by White Drive Motors And Steering, LLC under EIN 86-2586587 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $13,147,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- White Drive Motors And Steering, LLC
- EIN
- 86-2586587
- Plan number
- 001
- Plan type
- 2
- Location
- Hopkinsville, KY
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $13,147,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20241015111623NAL0029372049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,147,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,147,184
- Net assets (BOY)
- $9,626,092
Income & contributions
- Employer contributions
- $1,373,459
- Participant contributions
- $1,584,875
- Total contributions
- $3,300,711
- Total income / additions
- $4,986,904
Expenses & distributions
- Benefits paid
- $1,351,083
- Administrative expenses
- $83,736
- Total expenses
- $1,465,812
- Net increase / (decrease)
- $3,521,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $72,000 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,336 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | INVESTMENT ADVISOR | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for White Drive Motors And Steering, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Hopkinsville, KY
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation