Retirement Plan For Employees Of Walsworth Publishing Company, Inc. — Form 5500 plan (Walsworth Publishing Company, 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, Retirement Plan For Employees Of Walsworth Publishing Company, Inc. is a benefit plan reported by Walsworth Publishing Company, Inc. under EIN 43-0718484 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,010 participants and $61,863,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walsworth Publishing Company, Inc.
- EIN
- 43-0718484
- Plan number
- 001
- Plan type
- 2
- Location
- Marceline, MO
- Latest filing year
- 2023
- Participants
- 1,010
- End-of-year plan assets
- $61,863,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,010 | H, C | 20241009110011NAL0009129715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,863,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,863,353
- Net assets (BOY)
- $71,521,576
Income & contributions
- Employer contributions
- $5,456,090
- Total contributions
- $5,456,090
- Total income / additions
- $11,967,067
Expenses & distributions
- Benefits paid
- $20,996,151
- Administrative expenses
- $629,139
- Total expenses
- $21,625,290
- Net increase / (decrease)
- -$9,658,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $228,327 | $0 | 2023 |
| Bank Of Oklahoma, N.A. | NONE | $33,556 | not reported in the loaded dataset | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Invesco Funds | NONE | $0 | $0 | 2023 |
| Matthews International Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| T Rowe Price Funds | NONE | $0 | $0 | 2023 |
| Mogan Stanley Private Bank | NONE | $0 | $0 | 2023 |
| Morgan Stanley Bank, N.A. | NONE | $0 | $0 | 2023 |
| Franklin Templeton Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walsworth Publishing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Marceline, MO
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Bank Of Oklahoma, N.A. — Schedule C compensation
- American Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Invesco Funds — Schedule C compensation
- Matthews International Funds — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- T Rowe Price Funds — Schedule C compensation
- Mogan Stanley Private Bank — Schedule C compensation
- Morgan Stanley Bank, N.A. — Schedule C compensation
- Franklin Templeton Funds — Schedule C compensation