The Walton Electric Membership Corporation — 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, The Walton Electric Membership Corporation (EIN 58-0477163) is a plan sponsor located in Monroe, GA 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
- 58-0477163
- Location
- Monroe, GA
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $111,260,779
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $111,260,779
Contributions & income
- Employer contributions
- $7,920,948
- Participant contributions
- $1,988,876
- Total income / additions
- $22,433,003
Expenses & distributions
- Benefits paid / distributions
- $12,642,729
- Total expenses
- $12,721,796
- Net increase / (decrease)
- $9,711,207
Coverage
- Total reported participants
- 812
- Plans with financial statements
- 2
- Plans with provider compensation
- 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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Walton Electric Membership Corporation 401 K Plan | 001 | 284 | $60,825,713 | 2023 |
| Walton Electric Membership Corporation Pension Plan | 003 | 159 | $50,435,066 | 2023 |
| Walton Electric Membership Corporation Welfare Benefit Plan | 501 | 369 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Walton Electric Membership Corporation Welfare Benefit Plan | 369 | — | 20240917193528NAL0002039859001 |
| 2023 | The Walton Electric Membership Corporation 401 K Plan | 284 | H, C | 20241014135906NAL0052571810001 |
| 2023 | Walton Electric Membership Corporation Pension Plan | 159 | H, C | 20241014142319NAL0013444195001 |