2023 Form 5500 filing — Walter & Haverfield Llp Profit Sharing Retirement 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 20241014130845NAL0044588576001) for Walter & Haverfield Llp Profit Sharing Retirement Plan, reported by Walter & Haverfield Llp under EIN 34-0602148 and plan number 003. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130845NAL0044588576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walter & Haverfield Llp
- EIN
- 34-0602148
- Plan number
- 003
- Location
- Cleveland, OH
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,996,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,996,983
- Employer contributions
- $1,026,866
- Participant contributions
- $1,010,413
- Total income / additions
- $7,309,743
- Benefits paid
- $8,087,422
- Administrative expenses
- $142,592
- Total expenses
- $8,230,014
- Net increase / (decrease)
- -$920,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN/RECORD KEEPER | $78,473 | $15,002 |
| Mgo Investment Advisors | INVESTMENT ADVISOR | $21,777 | $46,417 |
| Moskal Gross Orchosky | TPA | $42,863 | $8,037 |