2023 Form 5500 filing — Walker-Miller Energy Services, 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 20241014050930NAL0014559347001) for Walker-Miller Energy Services, LLC 401(K) Profit Sharing Plan, reported by Walker-Miller Energy Services, LLC under EIN 38-3381940 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.8MReported net assets$4,765,901
Participants246
Provider compensation$32.5K3 Schedule C row(s)$32,504
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014050930NAL0014559347001
- Plan sponsor
- Walker-Miller Energy Services, LLC
- EIN
- 38-3381940
- Plan number
- 001
- Location
- Detroit, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,765,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,765,901
- Employer contributions
- $503,665
- Participant contributions
- $868,344
- Total income / additions
- $2,497,045
- Benefits paid
- $389,777
- Administrative expenses
- $21,205
- Total expenses
- $457,614
- Net increase / (decrease)
- $2,039,431
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Venture Visonary Partners, LLC | INVESTMENT ADVISOR | $11,445 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,034 | $0 |
| Great Lakes Pension Associates, Inc | CONTACT ADMIN | $10,025 | $0 |