Walters Gardens, 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, Walters Gardens, Inc. (EIN 38-1903867) is a plan sponsor located in Zeeland, MI 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
38-1903867
Location
Zeeland, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,334,900
Total reported liabilities (EOY)
$22,296
Total reported net assets (EOY)
$19,312,604

Contributions & income

Employer contributions
$330,597
Participant contributions
$897,536
Total income / additions
$4,125,021

Expenses & distributions

Benefits paid / distributions
$649,655
Total expenses
$716,624
Net increase / (decrease)
$3,408,397

Coverage

Total reported participants
421
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

Walters Gardens, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Walters Gardens, Inc. 401(K) Profit Sharing Plan002223$19,334,9002023
Walters Gardens, Inc. Employee Insurance Plan501198not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Walters Gardens, Inc.
YearPlanParticipantsSchedulesFiling
2023Walters Gardens, Inc. Employee Insurance Plan19820240926175352NAL0001025265001
2023Walters Gardens, Inc. 401(K) Profit Sharing Plan223H, C20241014081551NAL0025707617001

Related Form 5500 pages