2023 Form 5500 filing — Retirement Plan For Employees Of Walsworth Publishing Company, Inc.
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 20241009110011NAL0009129715001) for Retirement Plan For Employees Of Walsworth Publishing Company, Inc., reported by Walsworth Publishing Company, Inc. under EIN 43-0718484 and plan number 001. It reports 1,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110011NAL0009129715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walsworth Publishing Company, Inc.
- EIN
- 43-0718484
- Plan number
- 001
- Location
- Marceline, MO
- Participants
- 1,010
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,863,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,863,353
- Employer contributions
- $5,456,090
- Total income / additions
- $11,967,067
- Benefits paid
- $20,996,151
- Administrative expenses
- $629,139
- Total expenses
- $21,625,290
- Net increase / (decrease)
- -$9,658,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $228,327 | $0 |
| Bank Of Oklahoma, N.A. | NONE | $33,556 | not reported in the loaded dataset |
| American Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Invesco Funds | NONE | $0 | $0 |
| Matthews International Funds | NONE | $0 | $0 |
| Jp Morgan | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| T Rowe Price Funds | NONE | $0 | $0 |
| Mogan Stanley Private Bank | NONE | $0 | $0 |
| Morgan Stanley Bank, N.A. | NONE | $0 | $0 |
| Franklin Templeton Funds | NONE | $0 | $0 |