Walton Engineering, Inc. 401(K) Plan — Form 5500 plan (Walton Engineering, 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 Engineering, Inc. 401(K) Plan is a benefit plan reported by Walton Engineering, Inc. under EIN 68-0234711 and plan number 001. The latest loaded filing year is 2023. The filing reports 66 participants and $5,059,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walton Engineering, Inc.
- EIN
- 68-0234711
- Plan number
- 001
- Plan type
- 2
- Location
- West Sacramento, CA
- Latest filing year
- 2023
- Participants
- 66
- End-of-year plan assets
- $5,059,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 66 | I | 20240916094816NAL0000963971001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,059,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,059,273
- Net assets (BOY)
- $4,201,554
Income & contributions
- Employer contributions
- $115,532
- Participant contributions
- $221,377
- Total income / additions
- $992,717
Expenses & distributions
- Benefits paid
- $132,923
- Administrative expenses
- $2,075
- Total expenses
- $134,998
- Net increase / (decrease)
- $857,719
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.