2023 Form 5500 filing — Walmart Puerto Rico 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 20241017130108NAL0063675474001) for Walmart Puerto Rico 401(K) Plan, reported by Walmart Inc. under EIN 71-0415188 and plan number 004. It reports 12,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017130108NAL0063675474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walmart Inc.
- EIN
- 71-0415188
- Plan number
- 004
- Location
- Bentonville, AR
- Participants
- 12,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,098,041
- Total liabilities (EOY)
- $7,473
- Net assets (EOY)
- $139,090,568
- Employer contributions
- $9,015,024
- Participant contributions
- $10,034,184
- Total income / additions
- $32,390,998
- Benefits paid
- $5,679,290
- Administrative expenses
- $203,783
- Total expenses
- $5,883,073
- Net increase / (decrease)
- $26,507,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | not reported in the loaded dataset | $155,238 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | not reported in the loaded dataset | $47,430 | not reported in the loaded dataset |