Walker Manufacturing Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Walker Manufacturing Group, LLC)

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, Walker Manufacturing Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Walker Manufacturing Group, LLC under EIN 88-1878754 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $6,593,071 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walker Manufacturing Group, LLC
EIN
88-1878754
Plan number
001
Plan type
2
Location
Itasca, IL
Latest filing year
2023
Participants
249
End-of-year plan assets
$6,593,071

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241015063054NAL0027719057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,593,071
Total liabilities (EOY)
$0
Net assets (EOY)
$6,593,071
Net assets (BOY)
$6,006,530

Income & contributions

Employer contributions
$120,775
Participant contributions
$384,118
Total contributions
$559,425
Total income / additions
$1,634,846

Expenses & distributions

Benefits paid
$1,007,051
Administrative expenses
$38,078
Total expenses
$1,048,305
Net increase / (decrease)
$586,541

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forest Capital Management, LLCINVESTMENT/FINANCIAL ADVI$21,415$02023
Adp, Inc.RECORD KEEPER$16,662$02023

Related Form 5500 pages