2023 Form 5500 filing — Walton Properties Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240226094506NAL0010225201001) for Walton Properties Profit Sharing Plan & Trust, reported by Walton Prop & Construction Inc under EIN 59-3240715 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240226094506NAL0010225201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walton Prop & Construction Inc
- EIN
- 59-3240715
- Plan number
- 001
- Location
- Fort Walton Beach, FL
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,741,387
- Net assets (EOY)
- $1,741,387
- Employer contributions
- $525
- Total income / additions
- $108,405
- Benefits paid
- $35,643
- Total expenses
- $36,538
- Net increase / (decrease)
- $71,867
- Schedule source
- Schedule I