Walters & Wolf Retirement Plan — Form 5500 plan (Walters & Wolf Glass Company)
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, Walters & Wolf Retirement Plan is a benefit plan reported by Walters & Wolf Glass Company under EIN 94-2507766 and plan number 001. The latest loaded filing year is 2023. The filing reports 593 participants and $126,991,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walters & Wolf Glass Company
- EIN
- 94-2507766
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, CA
- Latest filing year
- 2023
- Participants
- 593
- End-of-year plan assets
- $126,991,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 593 | H, C | 20241015200623NAL0029565601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,991,304
- Net assets (EOY)
- $126,991,304
- Net assets (BOY)
- $111,852,139
Income & contributions
- Employer contributions
- $1,697,211
- Participant contributions
- $3,068,098
- Total contributions
- $4,784,797
- Total income / additions
- $24,303,748
Expenses & distributions
- Benefits paid
- $8,867,415
- Administrative expenses
- $178,282
- Total expenses
- $9,164,583
- Net increase / (decrease)
- $15,139,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | INVESTMENT ADVISOR | $174,745 | $0 | 2023 |
| Plan Design Consultants Inc | CONTRACT ADMIN | $11,635 | $0 | 2023 |
| Capital Group Retirement Plan | RECORDKEEPER | $5,438 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walters & Wolf Glass Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fremont, CA
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Plan Design Consultants Inc — Schedule C compensation
- Capital Group Retirement Plan — Schedule C compensation