Plan5500

Waltonen Engineering — 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, Waltonen Engineering (EIN 38-3386211) is a plan sponsor located in Warren, MI with 1 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
38-3386211
Location
Warren, MI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Waltonen Engineering

  • 2 loaded plans hold $7.5M in reported assets.
  • The largest, Waltonen Engineering Deferred Compensation Thrift Plan, holds 100% of this company's reported plan assets.
  • Plans cover 289 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.5MSummed across loaded plans$7,533,825
Total reported assets$7.5M$7,533,825
Total reported participants289
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$141.8K
Participant contributions$555.3K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$937K
Total expenses$949.1K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Waltonen Engineering Deferred Compensation Thrift Plan
Participants per plan145Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Waltonen Engineering Deferred Compensation Thrift Plan$7.5M
    Plan #002 · 141 participants · 2023
  2. 2
    Waltonen Engineering, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 148 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Waltonen Engineering. Open one for its full reported snapshot.

  1. 2023
    Waltonen Engineering, Inc. Welfare Benefit Plan148 participants · 2No schedules
    View filing →
  2. 2023
    Waltonen Engineering Deferred Compensation Thrift Plan141 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Waltonen Engineering report on Form 5500?
Waltonen Engineering (EIN 38-3386211) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Waltonen Engineering?
The Employer Identification Number (EIN) reported for Waltonen Engineering is 38-3386211.
What is the latest Form 5500 filing year for Waltonen Engineering?
The latest loaded Form 5500 filing year for Waltonen Engineering is 2023.

Related Form 5500 pages