2023 Form 5500 filing — Walker & Dunlop, LLC Retirement Savings 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 20240801130154NAL0013494771001) for Walker & Dunlop, LLC Retirement Savings Plan, reported by Walker & Dunlop, LLC under EIN 80-0312140 and plan number 001. It reports 1,694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$212.7MReported net assets$212,665,903
Participants1.7K1,694
Provider compensation$111.5K3 Schedule C row(s)$111,534
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240801130154NAL0013494771001
Plan sponsor
Walker & Dunlop, LLC
EIN
80-0312140
Plan number
001
Location
Bethesda, MD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$212.7M total assets
Net assets$212.7MLiabilities$0
Money in vs. money out
Total income / additions$61.5M
Total expenses$15.4M
Benefits paid / distributions$15.3M
Contributions
Employer$4.8M
Participant$18.8M
Full reported line items
Total assets (EOY)
$212,665,903
Total liabilities (EOY)
$0
Net assets (EOY)
$212,665,903
Employer contributions
$4,796,104
Participant contributions
$18,814,180
Total income / additions
$61,529,350
Benefits paid
$15,261,971
Administrative expenses
$111,534
Total expenses
$15,373,505
Net increase / (decrease)
$46,155,845
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $51.5K · Indirect $0
  2. 2
    ADVISOR · Direct $45K
  3. 3
    ADVISOR · Direct $15K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801130154NAL0013494771001 cover?
It is the 2023 Form 5500 filing for Walker & Dunlop, LLC Retirement Savings Plan, reported by Walker & Dunlop, LLC (EIN 80-0312140).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages