2023 Form 5500 filing — Walsh Gallegos 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 20241014145414NAL0026478849008) for Walsh Gallegos 401(K) Plan, reported by Walsh Gallegos Kyle Robinson & Roalson P.C. under EIN 74-2279224 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145414NAL0026478849008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walsh Gallegos Kyle Robinson & Roalson P.C.
- EIN
- 74-2279224
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,018,585
- Net assets (EOY)
- $42,018,585
- Employer contributions
- $1,083,523
- Participant contributions
- $990,294
- Total income / additions
- $8,577,715
- Benefits paid
- $2,087,203
- Administrative expenses
- $136,938
- Total expenses
- $2,224,141
- Net increase / (decrease)
- $6,353,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $163,891 | $0 |