2023 Form 5500 filing — Walters 401(K) 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 20241015073444NAL0015943251001) for Walters 401(K) Plan, reported by Walters Recycling And Refuse, Inc. under EIN 41-1605639 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073444NAL0015943251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walters Recycling And Refuse, Inc.
- EIN
- 41-1605639
- Plan number
- 001
- Location
- Blaine, MN
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,372,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,372,717
- Employer contributions
- $401,546
- Participant contributions
- $675,895
- Total income / additions
- $1,978,854
- Benefits paid
- $737,641
- Administrative expenses
- $9,650
- Total expenses
- $781,681
- Net increase / (decrease)
- $1,197,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tax Sheltered Compensation | not reported in the loaded dataset | $0 | $2,713 |
| Morningstar | not reported in the loaded dataset | $0 | $921 |