Walpole Outdoors LLC Retirement Savings Plan — Form 5500 plan (Walpole Outdoors)
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, Walpole Outdoors LLC Retirement Savings Plan is a benefit plan reported by Walpole Outdoors under EIN 47-2556626 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $10,589,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walpole Outdoors
- EIN
- 47-2556626
- Plan number
- 001
- Plan type
- 2
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $10,589,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241015175405NAL0015201507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,589,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,589,194
- Net assets (BOY)
- $8,981,412
Income & contributions
- Employer contributions
- $313,018
- Participant contributions
- $861,666
- Total contributions
- $1,518,767
- Total income / additions
- $2,591,361
Expenses & distributions
- Benefits paid
- $903,531
- Administrative expenses
- $48,837
- Total expenses
- $983,579
- Net increase / (decrease)
- $1,607,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement LLC | RECORDKEEPER | $31,607 | not reported in the loaded dataset | 2023 |
| Newsquare Capital LLC | ADVISOR | $17,230 | not reported in the loaded dataset | 2023 |