Walsh Brothers 401(K)/ Profit Sharing Plan — Form 5500 plan (Walsh Brothers, 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, Walsh Brothers 401(K)/ Profit Sharing Plan is a benefit plan reported by Walsh Brothers, Inc. under EIN 04-2171684 and plan number 002. The latest loaded filing year is 2023. The filing reports 219 participants and $30,029,275 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walsh Brothers, Inc.
EIN
04-2171684
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
219
End-of-year plan assets
$30,029,275

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20241011140102NAL0021996849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,029,275
Total liabilities (EOY)
$0
Net assets (EOY)
$30,029,275
Net assets (BOY)
$25,058,852

Income & contributions

Employer contributions
$111,585
Participant contributions
$1,415,493
Total contributions
$1,691,658
Total income / additions
$6,597,529

Expenses & distributions

Benefits paid
$1,507,361
Administrative expenses
$78,423
Total expenses
$1,627,106
Net increase / (decrease)
$4,970,423

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$74,810$02023
Pinnacle Pension ConsultantsSERVICE PROVIDER$0$30,0002023

Related Form 5500 pages