Charles E. Walters & Co. Inc. Psp — Form 5500 plan (Charles E. Walters & 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, Charles E. Walters & Co. Inc. Psp is a benefit plan reported by Charles E. Walters & Company, Inc. under EIN 63-0849757 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $683,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles E. Walters & Company, Inc.
- EIN
- 63-0849757
- Plan number
- 002
- Plan type
- 2
- Location
- Pell City, AL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $683,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240809083940NAL0006159201002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $683,064
- Net assets (EOY)
- $683,064
- Net assets (BOY)
- $646,361
Income & contributions
- Total income / additions
- $96,511
Expenses & distributions
- Benefits paid
- $50,000
- Administrative expenses
- $9,808
- Total expenses
- $59,808
- Net increase / (decrease)
- $36,703
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.