Walker Edison Furniture Company LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Walker Edison Furniture Company LLC)
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, Walker Edison Furniture Company LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Walker Edison Furniture Company LLC under EIN 20-5246576 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $5,167,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walker Edison Furniture Company LLC
- EIN
- 20-5246576
- Plan number
- 001
- Plan type
- 2
- Location
- West Jordan, UT
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $5,167,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241007083625NAL0015828209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,167,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,167,948
- Net assets (BOY)
- $4,403,225
Income & contributions
- Employer contributions
- $344,123
- Participant contributions
- $726,217
- Total contributions
- $1,309,931
- Total income / additions
- $2,083,289
Expenses & distributions
- Benefits paid
- $1,309,792
- Administrative expenses
- $3,975
- Total expenses
- $1,318,566
- Net increase / (decrease)
- $764,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates Inc | BROKER/DEALER | $0 | $23,942 | 2023 |