Plan5500

Walt'S Food Center 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Walter Lagestee, Inc.)

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, Walt'S Food Center 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Walter Lagestee, Inc. under EIN 36-2528955 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $6,080,531 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walter Lagestee, Inc.
EIN
36-2528955
Plan number
001
Plan type
2
Location
South Holland, IL
Latest filing year
2023
Participants
349
End-of-year plan assets
$6,080,531

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20241015101545NAL0014383523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,080,531
Total liabilities (EOY)
$0
Net assets (EOY)
$6,080,531
Net assets (BOY)
$5,243,057

Income & contributions

Employer contributions
$117,789
Participant contributions
$248,941
Total contributions
$366,730
Total income / additions
$1,025,154

Expenses & distributions

Benefits paid
$173,057
Administrative expenses
$14,623
Total expenses
$187,680
Net increase / (decrease)
$837,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Pension Services, Inc.THIRD PARTY ADMINISTRATOR$12,725$4,9442023
Voya Retirement Insurance & AnnuityRECORDKEEPER$1,836not reported in the loaded dataset2023

Related Form 5500 pages