Estes & Walcott, Inc. 401k Plan — Form 5500 plan (Estes & Walcott)
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, Estes & Walcott, Inc. 401k Plan is a benefit plan reported by Estes & Walcott under EIN 20-3807867 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $4,679,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Estes & Walcott
- EIN
- 20-3807867
- Plan number
- 001
- Plan type
- 2
- Location
- Dalton, GA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $4,679,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20251119154509NAL0002244595001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,679,836
- Net assets (EOY)
- $4,679,836
- Net assets (BOY)
- $3,384,298
Income & contributions
- Employer contributions
- $20,454
- Participant contributions
- $195,822
- Total income / additions
- $1,335,966
Expenses & distributions
- Benefits paid
- $40,428
- Total expenses
- $40,428
- Net increase / (decrease)
- $1,295,538
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.