Plan5500

Walters, Balido, & Crain L.L.Lp. — 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, Balido, & Crain L.L.Lp. (EIN 61-1497895) is a plan sponsor located in Dallas, TX 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
61-1497895
Location
Dallas, TX
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 Walters, Balido, & Crain L.L.Lp.

  • 2 loaded plans hold $18.8M in reported assets.
  • The largest, Walters, Balido & Crain Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 317 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$18.8MSummed across loaded plans$18,770,290
Total reported assets$18.8M$18,770,290
Total reported participants317
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.8M total assets
Net assets$18.8MLiabilities$0
Contributions & income
Employer contributions$800.4K
Participant contributions$904.5K
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.6M
Net increase / (decrease)$810.2K

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%Walters, Balido & Crain Retirement Plan
Participants per plan159Average 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
    Walters, Balido & Crain Retirement Plan$18.8M
    Plan #001 · 158 participants · 2023
  2. 2
    Walters, Balido, & Crain L.L.L.P. Wrap Plannot reported in the loaded dataset
    Plan #501 · 159 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 Walters, Balido, & Crain L.L.Lp.. Open one for its full reported snapshot.

  1. 2023
    Walters, Balido, & Crain L.L.L.P. Wrap Plan159 participants · 2No schedules
    View filing →
  2. 2023
    Walters, Balido & Crain Retirement Plan158 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Walters, Balido, & Crain L.L.Lp. report on Form 5500?
Walters, Balido, & Crain L.L.Lp. (EIN 61-1497895) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Walters, Balido, & Crain L.L.Lp.?
The Employer Identification Number (EIN) reported for Walters, Balido, & Crain L.L.Lp. is 61-1497895.
What is the latest Form 5500 filing year for Walters, Balido, & Crain L.L.Lp.?
The latest loaded Form 5500 filing year for Walters, Balido, & Crain L.L.Lp. is 2023.

Related Form 5500 pages