Walker Industries, Ltd. Employee Stock Ownership Plan — Form 5500 plan (Walker Industries, Ltd.)
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 Industries, Ltd. Employee Stock Ownership Plan is a benefit plan reported by Walker Industries, Ltd. under EIN 99-0159342 and plan number 003. The latest loaded filing year is 2023. The filing reports 13 participants and $11,221,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walker Industries, Ltd.
- EIN
- 99-0159342
- Plan number
- 003
- Plan type
- 2
- Location
- Kahului, HI
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $11,221,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20241015194844NAL0059448322001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,221,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,221,587
- Net assets (BOY)
- $13,569,967
Income & contributions
- Employer contributions
- $367,783
- Participant contributions
- $12,850
- Total income / additions
- -$1,757,970
Expenses & distributions
- Benefits paid
- $589,385
- Total expenses
- $590,410
- Net increase / (decrease)
- -$2,348,380
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.