2023 Form 5500 filing — Wiser Plan - Walker Information Savings Employee 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 20241011101406NAL0022548337001) for Wiser Plan - Walker Information Savings Employee Retirement Plan, reported by Walker Information, Inc. under EIN 35-1108109 and plan number 002. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101406NAL0022548337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walker Information, Inc.
- EIN
- 35-1108109
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,494,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,494,178
- Employer contributions
- $282,099
- Participant contributions
- $1,220,128
- Total income / additions
- $6,295,941
- Benefits paid
- $1,435,954
- Administrative expenses
- $54,471
- Total expenses
- $1,490,425
- Net increase / (decrease)
- $4,805,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,797 | $0 |
| Praxis Fiduciary Advisors LLC | INVESTMENT ADVISOR | $13,000 | not reported in the loaded dataset |
| Somerset Cpas | ACCOUNTANT/AUDITOR | $7,500 | not reported in the loaded dataset |