J Walker Management, Inc. Retirement Plan — Form 5500 plan (J Walker Management, 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, J Walker Management, Inc. Retirement Plan is a benefit plan reported by J Walker Management, Inc. under EIN 46-1853481 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $7,526 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.5KPlan net assets, end of year$7,526
Participants1Covered participants reported
Assets / participant$7.5KComputed: assets ÷ participants$7,526 (computed)
Provider compensationNone reported
Plan sponsor
J Walker Management, Inc.
EIN
46-1853481
Plan number
001
Plan type
2
Location
Westminister, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240409021416NAL0012549027001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.5K total assets
Net assets$7.5KLiabilities
Money in vs. money out
Total income / additions-$225.6K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$7,526
Net assets (EOY)
$7,526
Net assets (BOY)
$233,119

Income & contributions

Total income / additions
-$225,593

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
-$225,593

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages