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, Wal-Rose, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Wal-Rose Inc under EIN 59-3317838 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $1,081,782 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,081,782
- Total liabilities (EOY)
- $4,214
- Net assets (EOY)
- $1,077,568
- Net assets (BOY)
- $1,097,301
Income & contributions
- Participant contributions
- $115,590
- Total contributions
- $115,590
- Total income / additions
- $281,274
Expenses & distributions
- Benefits paid
- $283,346
- Administrative expenses
- $9,884
- Total expenses
- $301,007
- Net increase / (decrease)
- -$19,733