Plan5500

M.S. Walker Retirement Trust — Form 5500 plan (M. S. Walker, Inc.)

Plain-English plan 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, M.S. Walker Retirement Trust is a benefit plan reported by M. S. Walker, Inc. under EIN 04-1941600 and plan number 001. The latest loaded filing year is 2023. The filing reports 621 participants and $57,570,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M. S. Walker, Inc.
EIN
04-1941600
Plan number
001
Plan type
2
Location
Norwood, MA
Latest filing year
2023
Participants
621
End-of-year plan assets
$57,570,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023621H, C20240830095739NAL0014356161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,570,640
Total liabilities (EOY)
$0
Net assets (EOY)
$57,570,640
Net assets (BOY)
$48,936,976

Income & contributions

Employer contributions
$0
Participant contributions
$4,251,806
Total contributions
$4,563,853
Total income / additions
$13,680,095

Expenses & distributions

Benefits paid
$5,023,075
Administrative expenses
$23,356
Total expenses
$5,046,431
Net increase / (decrease)
$8,633,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$16,255not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,182not reported in the loaded dataset2023

Related Form 5500 pages