2023 Form 5500 filing — Robert Walters Associates Inc 401(K) 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 20241001131629NAL0006784257001) for Robert Walters Associates Inc 401(K) Plan, reported by Robert Walters Associates, Inc under EIN 71-0827749 and plan number 001. It reports 342 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)$7.5MReported net assets$7,453,139
Participants342
Provider compensation$23.2K2 Schedule C row(s)$23,210
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001131629NAL0006784257001
Plan sponsor
Robert Walters Associates, Inc
EIN
71-0827749
Plan number
001
Location
New York, NY
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$753.5K
Benefits paid / distributions$730.3K
Contributions
Employer$464.3K
Participant$857.1K
Full reported line items
Total assets (EOY)
$7,453,139
Total liabilities (EOY)
$0
Net assets (EOY)
$7,453,139
Employer contributions
$464,338
Participant contributions
$857,107
Total income / additions
$2,584,113
Benefits paid
$730,315
Administrative expenses
$23,210
Total expenses
$753,525
Net increase / (decrease)
$1,830,588
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $15.6K
  2. 2
    NONE · Direct $7.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001131629NAL0006784257001 cover?
It is the 2023 Form 5500 filing for Robert Walters Associates Inc 401(K) Plan, reported by Robert Walters Associates, Inc (EIN 71-0827749).
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