Original filing (PDF)20250327091534NAL0017169761001

DONALD WHITAKER INC

Name: DONALD WHITAKER INC — DONALD WHITAKER INC CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)
Creator: DONALD WHITAKER INC

Form 5500-SF

FILING_RECEIVED

DONALD WHITAKER INC CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$843

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONALD WHITAKER INC.

Plan sponsor

Name

DONALD WHITAKER INC

DBA

DW WHITAKER MEATS

EIN

34-1665792

Address

1175 WINTERBERRY LANE · MEDINA, OH · 44256

Phone

(216) 509-7675

Industry

Retail Tradesee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

WESTERN SUPREME INC

WESTERN SUPREME INC 401K PLAN

$4K · 24 participants

YALLA FOOD SERVICES

YALLA FOOD SERVICES 401(K) PLAN

$4K · 7 participants

KALI COE LLC

KALI COE LLC 401(K) PROFIT SHARING PLAN & TRUST

$4K · 1 participants

MENNELLAS SUPER CHICKEN LLC

MENNELLA'S SUPER CHICKEN 401K

$4K · 70 participants

MILK HOUSE MEATS LLC

MILK HOUSE MEATS LLC 401(K) PROFIT SHARING PLAN & TRUST

$3K