2023 Form 5500 filing — Walters Corporation 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 20241015080203NAL0014220163001) for Walters Corporation 401(K) Plan, reported by Bruce Walters Ford Sales, Inc. under EIN 61-0945677 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080203NAL0014220163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bruce Walters Ford Sales, Inc.
- EIN
- 61-0945677
- Plan number
- 001
- Location
- Pikeville, KY
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,763,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,763,747
- Employer contributions
- $152,108
- Participant contributions
- $569,238
- Total income / additions
- $1,941,266
- Benefits paid
- $1,533,558
- Administrative expenses
- $48,380
- Total expenses
- $1,589,819
- Net increase / (decrease)
- $351,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Insurance | TRUST RECORDKEEPER | $48,380 | $0 |
| Cambridge Investment Research | INVESTMENT ADVISOR | $0 | $0 |
| Tbs Agency | INVESTMENT ADVISOR | $0 | $0 |