2023 Form 5500 filing — Walsh Brothers 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 20241011140102NAL0021996849001) for Walsh Brothers 401(K)/ Profit Sharing Plan, reported by Walsh Brothers, Inc. under EIN 04-2171684 and plan number 002. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140102NAL0021996849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walsh Brothers, Inc.
- EIN
- 04-2171684
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,029,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,029,275
- Employer contributions
- $111,585
- Participant contributions
- $1,415,493
- Total income / additions
- $6,597,529
- Benefits paid
- $1,507,361
- Administrative expenses
- $78,423
- Total expenses
- $1,627,106
- Net increase / (decrease)
- $4,970,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $74,810 | $0 |
| Pinnacle Pension Consultants | SERVICE PROVIDER | $0 | $30,000 |