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, P.J. Wallbank Springs Inc. 401(K) is a benefit plan reported by P.J. Wallbank Springs, Inc. under EIN 38-0203607 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $6,184,349 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,184,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,184,349
- Net assets (BOY)
- $5,695,016
Income & contributions
- Employer contributions
- $246,653
- Participant contributions
- $439,101
- Total contributions
- $685,754
- Total income / additions
- $1,749,079
Expenses & distributions
- Benefits paid
- $1,238,838
- Administrative expenses
- $20,908
- Total expenses
- $1,259,746
- Net increase / (decrease)
- $489,333