Advantage Companies 401k Plan — Form 5500 plan (Walker Center, Lp)

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, Advantage Companies 401k Plan is a benefit plan reported by Walker Center, Lp under EIN 16-1444205 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $9,933,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walker Center, Lp
EIN
16-1444205
Plan number
001
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
227
End-of-year plan assets
$9,933,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241015073939NAL0056506594001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,933,686
Total liabilities (EOY)
$0
Net assets (EOY)
$9,933,686
Net assets (BOY)
$7,942,874

Income & contributions

Employer contributions
$61,659
Participant contributions
$480,666
Total contributions
$542,325
Total income / additions
$2,135,621

Expenses & distributions

Benefits paid
$136,919
Administrative expenses
$7,890
Total expenses
$144,809
Net increase / (decrease)
$1,990,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pps Pension Services, Inc.THIRD PARTY ADMINISTRATOR$2,139$6,8482023
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$7,337$02023

Related Form 5500 pages