2023 Form 5500 filing — J Walker Management, Inc. 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 20240409021416NAL0012549027001) for J Walker Management, Inc. Retirement Plan, reported by J Walker Management, Inc. under EIN 46-1853481 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5KReported net assets$7,526
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240409021416NAL0012549027001
Plan sponsor
J Walker Management, Inc.
EIN
46-1853481
Plan number
001
Location
Westminister, CO
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.5K total assets
Net assets$7.5KLiabilities
Money in vs. money out
Total income / additions-$225.6K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$7,526
Net assets (EOY)
$7,526
Total income / additions
-$225,593
Total expenses
$0
Net increase / (decrease)
-$225,593

Related Form 5500 pages