Walnut Street Center, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Walnut Street Center, Inc. (EIN 04-2513725) is a plan sponsor located in Medford, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2513725
Location
Medford, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Walnut Street Center, Inc.

  • 2 loaded plans hold $3.6M in reported assets.
  • The largest, 401(K) Profit Sharing Plan For Employees Of Walnut Street Center, Inc., holds 100% of this company's reported plan assets.
  • Plans cover 469 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,578,058
Total reported assets$3.6M$3,578,058
Total reported participants469
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$49.5K
Participant contributions$124.2K
Total income / additions$617.6K
Expenses & distributions
Benefits paid / distributions$223.5K
Total expenses$225K
Net increase / (decrease)$392.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%401(K) Profit Sharing Plan For Employees Of Walnut Street Center, Inc.
Participants per plan235Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Walnut Street Center, Inc. Flexible Benefits Plannot reported in the loaded dataset
    Plan #501 · 154 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Walnut Street Center, Inc.. Open one for its full reported snapshot.

  1. 2023
    Walnut Street Center, Inc. Flexible Benefits Plan154 participants · 2No schedules
    View filing →
  2. 2023
    401(K) Profit Sharing Plan For Employees Of Walnut Street Center, Inc.315 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Walnut Street Center, Inc. report on Form 5500?
Walnut Street Center, Inc. (EIN 04-2513725) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Walnut Street Center, Inc.?
The Employer Identification Number (EIN) reported for Walnut Street Center, Inc. is 04-2513725.
What is the latest Form 5500 filing year for Walnut Street Center, Inc.?
The latest loaded Form 5500 filing year for Walnut Street Center, Inc. is 2023.

Related Form 5500 pages