How many benefit plans does Walter Lagestee, Inc. report on Form 5500?

Walter Lagestee, Inc. (EIN 36-2528955) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Walter Lagestee, Inc.?

The Employer Identification Number (EIN) reported for Walter Lagestee, Inc. is 36-2528955.

What is the latest Form 5500 filing year for Walter Lagestee, Inc.?

The latest loaded Form 5500 filing year for Walter Lagestee, Inc. is 2023.

Walter Lagestee, 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, Walter Lagestee, Inc. (EIN 36-2528955) is a plan sponsor located in South Holland, IL 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: 36-2528955
Location: South Holland, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $6,080,531
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $6,080,531

Contributions & income

Employer contributions: $117,789
Participant contributions: $248,941
Total income / additions: $1,025,154

Expenses & distributions

Benefits paid / distributions: $173,057
Total expenses: $187,680
Net increase / (decrease): $837,474

Coverage

Total reported participants: 499
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

Walter Lagestee, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Walt'S Food Center 401(K) Profit Sharing Plan And Trust	001	349	$6,080,531	2023
Walter Lagestee, Inc. Employee Benefits Plan	505	150	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Walter Lagestee, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Walt'S Food Center 401(K) Profit Sharing Plan And Trust	349	H, C	20241015101545NAL0014383523001
2023	Walter Lagestee, Inc. Employee Benefits Plan	150	—	20250109084948NAL0012223201001