2023 Form 5500 filing — Walton Communities, LLC 401(K) Profit Sharing 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 20241008124539NAL0016637969001) for Walton Communities, LLC 401(K) Profit Sharing Plan, reported by Walton Communities, LLC under EIN 58-2437674 and plan number 002. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008124539NAL0016637969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walton Communities, LLC
- EIN
- 58-2437674
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,048,386
- Net assets (EOY)
- $38,048,386
- Employer contributions
- $2,680,699
- Participant contributions
- $1,614,041
- Total income / additions
- $9,322,591
- Benefits paid
- $1,786,373
- Administrative expenses
- $8,750
- Total expenses
- $1,816,013
- Net increase / (decrease)
- $7,506,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| G.W. Henssler & Associates, Ltd. | SERVICE PROVIDER | $0 | $99,882 |
| Pension Financial Services, Inc. | THIRD PARTY ADMINISTRATO | not reported in the loaded dataset | $16,032 |
| Morningstar | SERVICE PROVIDER | $0 | $5,431 |