Plan5500

James A. Walters Management Co., 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, James A. Walters Management Co., Inc. (EIN 58-1476223) is a plan sponsor located in Gainesville, 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
58-1476223
Location
Gainesville, GA
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 James A. Walters Management Co., Inc.

  • 2 loaded plans hold $2.5M in reported assets.
  • The largest, James A. Walters Management Co. Inc. 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 370 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.5MSummed across loaded plans$2,525,010
Total reported assets$2.5M$2,525,010
Total reported participants370
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$0
Contributions & income
Employer contributions$113.5K
Participant contributions$263.6K
Total income / additions$647.2K
Expenses & distributions
Benefits paid / distributions$173.9K
Total expenses$180K
Net increase / (decrease)$467.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%James A. Walters Management Co. Inc. 401(K) Savings Plan
Participants per plan185Average 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
    James A. Walters Management Co. Inc. 401(K) Savings Plan$2.5M
    Plan #001 · 170 participants · 2023
  2. 2
    James A. Walters Management Co., Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 200 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 James A. Walters Management Co., Inc.. Open one for its full reported snapshot.

  1. 2023
    James A. Walters Management Co. Inc. 401(K) Savings Plan170 participants · 2Sch HSch C
    View filing →
  2. 2023
    James A. Walters Management Co., Inc. Welfare Benefit Plan200 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does James A. Walters Management Co., Inc. report on Form 5500?
James A. Walters Management Co., Inc. (EIN 58-1476223) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for James A. Walters Management Co., Inc.?
The Employer Identification Number (EIN) reported for James A. Walters Management Co., Inc. is 58-1476223.
What is the latest Form 5500 filing year for James A. Walters Management Co., Inc.?
The latest loaded Form 5500 filing year for James A. Walters Management Co., Inc. is 2023.

Related Form 5500 pages