The Whole Child 401(K) Plan — Form 5500 plan (The Whole Child)
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 Whole Child 401(K) Plan is a benefit plan reported by The Whole Child under EIN 95-2031148 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $5,658,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Whole Child
- EIN
- 95-2031148
- Plan number
- 001
- Plan type
- 2
- Location
- Whittier, CA
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $5,658,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20251103130147NAL0005567523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,658,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,658,277
- Net assets (BOY)
- $4,849,465
Income & contributions
- Employer contributions
- $212,277
- Participant contributions
- $357,212
- Total contributions
- $634,214
- Total income / additions
- $1,450,437
Expenses & distributions
- Benefits paid
- $639,680
- Administrative expenses
- $1,945
- Total expenses
- $641,625
- Net increase / (decrease)
- $808,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. America | RECORDKEEPER | $1,096 | not reported in the loaded dataset | 2023 |
| Incentive Benefits, Inc. | CONTRACT ADMIN | $650 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $199 | not reported in the loaded dataset | 2023 |