P.J. Wallbank Springs, 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, P.J. Wallbank Springs, Inc. (EIN 38-0203607) is a plan sponsor located in Port Huron, MI 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
38-0203607
Location
Port Huron, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,184,349
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,184,349

Contributions & income

Employer contributions
$246,653
Participant contributions
$439,101
Total income / additions
$1,749,079

Expenses & distributions

Benefits paid / distributions
$1,238,838
Total expenses
$1,259,746
Net increase / (decrease)
$489,333

Coverage

Total reported participants
363
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

P.J. Wallbank Springs, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
P.J. Wallbank Springs Inc. 401(K)001198$6,184,3492023
Pj Wallbank Springs Welfare Benefit Plan501165not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for P.J. Wallbank Springs, Inc.
YearPlanParticipantsSchedulesFiling
2023P.J. Wallbank Springs Inc. 401(K)198H, C20240624073249NAL0005742945001
2023Pj Wallbank Springs Welfare Benefit Plan165I20241114163442NAL0011372051001

Related Form 5500 pages