2023 Form 5500 filing — Walker Industries, Ltd. Employee Stock Ownership 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 20241015194844NAL0059448322001) for Walker Industries, Ltd. Employee Stock Ownership Plan, reported by Walker Industries, Ltd. under EIN 99-0159342 and plan number 003. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015194844NAL0059448322001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walker Industries, Ltd.
- EIN
- 99-0159342
- Plan number
- 003
- Location
- Kahului, HI
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,221,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,221,587
- Employer contributions
- $367,783
- Participant contributions
- $12,850
- Total income / additions
- -$1,757,970
- Benefits paid
- $589,385
- Total expenses
- $590,410
- Net increase / (decrease)
- -$2,348,380
- Schedule source
- Schedule I