2023 Form 5500 filing — Walt'S Food Center 401(K) Profit Sharing Plan And Trust
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 20241015101545NAL0014383523001) for Walt'S Food Center 401(K) Profit Sharing Plan And Trust, reported by Walter Lagestee, Inc. under EIN 36-2528955 and plan number 001. It reports 349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101545NAL0014383523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walter Lagestee, Inc.
- EIN
- 36-2528955
- Plan number
- 001
- Location
- South Holland, IL
- Participants
- 349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,080,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,080,531
- Employer contributions
- $117,789
- Participant contributions
- $248,941
- Total income / additions
- $1,025,154
- Benefits paid
- $173,057
- Administrative expenses
- $14,623
- Total expenses
- $187,680
- Net increase / (decrease)
- $837,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $12,725 | $4,944 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $1,836 | not reported in the loaded dataset |