2023 Form 5500 filing — Walnut Street Group Retirement Plan
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 20240306194221NAL0025956385001) for Walnut Street Group Retirement Plan, reported by Walnut Street Group Inc under EIN 46-4345811 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240306194221NAL0025956385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walnut Street Group Inc
- EIN
- 46-4345811
- Plan number
- 001
- Location
- Oneonta, NY
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,989
- Net assets (EOY)
- $104,989
- Total income / additions
- $13,923
- Total expenses
- $982
- Net increase / (decrease)
- $12,941
- Schedule source
- Schedule I