David Walsh Associates Profit Sharing Plan — Form 5500 plan (David Walsh Associates, 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, David Walsh Associates Profit Sharing Plan is a benefit plan reported by David Walsh Associates, LLC under EIN 22-3752291 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,172,417 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David Walsh Associates, LLC
- EIN
- 22-3752291
- Plan number
- 001
- Plan type
- 2
- Location
- Ivyland, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240730003007NAL0020150913004 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,172,417
- Net assets (EOY)
- $1,172,417
- Net assets (BOY)
- $1,045,331
Income & contributions
- Employer contributions
- $46,055
- Total income / additions
- $136,955
Expenses & distributions
- Total expenses
- $9,869
- Net increase / (decrease)
- $127,086
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.