Walker 401(K) And Profit Sharing Plan — Form 5500 plan (Walker Consultants)
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 401(K) And Profit Sharing Plan is a benefit plan reported by Walker Consultants under EIN 38-1782774 and plan number 001. The latest loaded filing year is 2023. The filing reports 445 participants and $94,712,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walker Consultants
- EIN
- 38-1782774
- Plan number
- 001
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 445
- End-of-year plan assets
- $94,712,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 445 | H, C | 20241014141600NAL0046323120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,712,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,712,080
- Net assets (BOY)
- $82,862,934
Income & contributions
- Employer contributions
- $2,082,356
- Participant contributions
- $3,740,753
- Total contributions
- $6,068,466
- Total income / additions
- $20,849,167
Expenses & distributions
- Benefits paid
- $8,972,813
- Administrative expenses
- $27,208
- Total expenses
- $9,000,021
- Net increase / (decrease)
- $11,849,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $26,733 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $1,035 | $0 | 2023 |