2023 Form 5500 filing — Walsh Group Employees 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 20241014114607NAL0026071841001) for Walsh Group Employees Profit Sharing Plan, reported by Walsh Construction Company under EIN 36-2231526 and plan number 002. It reports 5,370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114607NAL0026071841001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Walsh Construction Company
- EIN
- 36-2231526
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 5,370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $521,695,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $521,695,013
- Employer contributions
- $14,620,457
- Participant contributions
- $32,204,631
- Total income / additions
- $142,696,048
- Benefits paid
- $35,723,882
- Administrative expenses
- $1,637,723
- Total expenses
- $37,365,157
- Net increase / (decrease)
- $105,330,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $1,412,723 | $0 |
| Centaurus Financial | RETAINED BY EMPLOYER | $225,000 | not reported in the loaded dataset |