2023 Form 5500 filing — Walnut Creek Planing, Ltd. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007094740NAL0007457971001) for Walnut Creek Planing, Ltd. 401(K) Plan, reported by Walnut Creek Planing, Ltd. under EIN 20-8214537 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007094740NAL0007457971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walnut Creek Planing, Ltd.
- EIN
- 20-8214537
- Plan number
- 001
- Location
- Millersburg, OH
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,586,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,586,879
- Employer contributions
- $283,567
- Participant contributions
- $397,542
- Total income / additions
- $1,468,820
- Benefits paid
- $38,929
- Administrative expenses
- $21,742
- Total expenses
- $60,671
- Net increase / (decrease)
- $1,408,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | RECORD KEEPER | $10,764 | not reported in the loaded dataset |
| Hummel Wealth Management | FINANCIAL ADVISOR | $8,500 | not reported in the loaded dataset |