Walsh Gallegos 401(K) Plan — Form 5500 plan (Walsh Gallegos Kyle Robinson & Roalson P.C.)
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, Walsh Gallegos 401(K) Plan is a benefit plan reported by Walsh Gallegos Kyle Robinson & Roalson P.C. under EIN 74-2279224 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $42,018,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walsh Gallegos Kyle Robinson & Roalson P.C.
- EIN
- 74-2279224
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $42,018,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241014145414NAL0026478849008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,018,585
- Net assets (EOY)
- $42,018,585
- Net assets (BOY)
- $35,665,011
Income & contributions
- Employer contributions
- $1,083,523
- Participant contributions
- $990,294
- Total contributions
- $2,148,674
- Total income / additions
- $8,577,715
Expenses & distributions
- Benefits paid
- $2,087,203
- Administrative expenses
- $136,938
- Total expenses
- $2,224,141
- Net increase / (decrease)
- $6,353,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $163,891 | $0 | 2023 |