Walnut Creek Planing, Ltd. 401(K) Plan — Form 5500 plan (Walnut Creek Planing, Ltd.)

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, Walnut Creek Planing, Ltd. 401(K) Plan is a benefit plan reported by Walnut Creek Planing, Ltd. under EIN 20-8214537 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $5,586,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walnut Creek Planing, Ltd.
EIN
20-8214537
Plan number
001
Plan type
2
Location
Millersburg, OH
Latest filing year
2023
Participants
173
End-of-year plan assets
$5,586,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241007094740NAL0007457971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,586,879
Total liabilities (EOY)
$0
Net assets (EOY)
$5,586,879
Net assets (BOY)
$4,178,730

Income & contributions

Employer contributions
$283,567
Participant contributions
$397,542
Total contributions
$758,800
Total income / additions
$1,468,820

Expenses & distributions

Benefits paid
$38,929
Administrative expenses
$21,742
Total expenses
$60,671
Net increase / (decrease)
$1,408,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business ServicesRECORD KEEPER$10,764not reported in the loaded dataset2023
Hummel Wealth ManagementFINANCIAL ADVISOR$8,500not reported in the loaded dataset2023

Related Form 5500 pages