2023 Form 5500 filing — Wal-Rose, Inc. 401(K) Profit Sharing Plan & 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 20251016085216NAL0003110931001) for Wal-Rose, Inc. 401(K) Profit Sharing Plan & Trust, reported by Wal-Rose Inc under EIN 59-3317838 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.1MReported net assets$1,077,568
Participants131
Provider compensation$13.8K3 Schedule C row(s)$13,848
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251016085216NAL0003110931001
- Plan sponsor
- Wal-Rose Inc
- EIN
- 59-3317838
- Plan number
- 001
- Location
- Sanford, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$4.2K
Full reported line items
- Total assets (EOY)
- $1,081,782
- Total liabilities (EOY)
- $4,214
- Net assets (EOY)
- $1,077,568
- Participant contributions
- $115,590
- Total income / additions
- $281,274
- Benefits paid
- $283,346
- Administrative expenses
- $9,884
- Total expenses
- $301,007
- Net increase / (decrease)
- -$19,733
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $5,738 | not reported in the loaded dataset |
| Raymond James | INVESTMENT ADVISOR | $4,434 | not reported in the loaded dataset |
| Martin Martin Randall & Assoc | TPA | $3,122 | $554 |