2023 Form 5500 filing — Walker Manufacturing Group, 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 20241015063054NAL0027719057001) for Walker Manufacturing Group, LLC 401(K) Profit Sharing Plan, reported by Walker Manufacturing Group, LLC under EIN 88-1878754 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015063054NAL0027719057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walker Manufacturing Group, LLC
- EIN
- 88-1878754
- Plan number
- 001
- Location
- Itasca, IL
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,593,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,593,071
- Employer contributions
- $120,775
- Participant contributions
- $384,118
- Total income / additions
- $1,634,846
- Benefits paid
- $1,007,051
- Administrative expenses
- $38,078
- Total expenses
- $1,048,305
- Net increase / (decrease)
- $586,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forest Capital Management, LLC | INVESTMENT/FINANCIAL ADVI | $21,415 | $0 |
| Adp, Inc. | RECORD KEEPER | $16,662 | $0 |