Walton Properties Profit Sharing Plan & Trust — Form 5500 plan (Walton Prop & Construction 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, Walton Properties Profit Sharing Plan & Trust is a benefit plan reported by Walton Prop & Construction Inc under EIN 59-3240715 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,741,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walton Prop & Construction Inc
- EIN
- 59-3240715
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton Beach, FL
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $1,741,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240226094506NAL0010225201001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,741,387
- Net assets (EOY)
- $1,741,387
- Net assets (BOY)
- $1,669,520
Income & contributions
- Employer contributions
- $525
- Total income / additions
- $108,405
Expenses & distributions
- Benefits paid
- $35,643
- Total expenses
- $36,538
- Net increase / (decrease)
- $71,867
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.