2023 Form 5500 filing — Walters Management Company, 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 20241015111419NAL0016211139001) for Walters Management Company, Inc. 401(K) Plan, reported by Walters Management Company, Inc. under EIN 22-2544115 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111419NAL0016211139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walters Management Company, Inc.
- EIN
- 22-2544115
- Plan number
- 001
- Location
- Barnegat, NJ
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,574,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,574,885
- Employer contributions
- $292,660
- Participant contributions
- $469,533
- Total income / additions
- $2,114,926
- Benefits paid
- $116,504
- Administrative expenses
- $46,047
- Total expenses
- $162,551
- Net increase / (decrease)
- $1,952,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rtd Financial Advisors, Inc. | INVESTMENT ADVISOR | $29,550 | not reported in the loaded dataset |
| Futureplan By Ascensus | CONTRACT ADMIN | $11,871 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $7,355 | $0 |