Walker Information, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Walker Information, Inc. (EIN 35-1108109) is a plan sponsor located in Indianapolis, IN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1108109
Location
Indianapolis, IN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,494,178
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$27,494,178

Contributions & income

Employer contributions
$282,099
Participant contributions
$1,220,128
Total income / additions
$6,295,941

Expenses & distributions

Benefits paid / distributions
$1,435,954
Total expenses
$1,490,425
Net increase / (decrease)
$4,805,516

Coverage

Total reported participants
341
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Walker Information, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wiser Plan - Walker Information Savings Employee Retirement Plan002205$27,494,1782023
Walker Information, Inc. Benefit Plan510136not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Walker Information, Inc.
YearPlanParticipantsSchedulesFiling
2023Walker Information, Inc. Benefit Plan13620240905164437NAL0011950099001
2023Wiser Plan - Walker Information Savings Employee Retirement Plan205H, C20241011101406NAL0022548337001

Related Form 5500 pages