2023 Form 5500 filing — Walters & Wolf 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 20241015200623NAL0029565601001) for Walters & Wolf Retirement Plan, reported by Walters & Wolf Glass Company under EIN 94-2507766 and plan number 001. It reports 593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200623NAL0029565601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walters & Wolf Glass Company
- EIN
- 94-2507766
- Plan number
- 001
- Location
- Fremont, CA
- Participants
- 593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,991,304
- Net assets (EOY)
- $126,991,304
- Employer contributions
- $1,697,211
- Participant contributions
- $3,068,098
- Total income / additions
- $24,303,748
- Benefits paid
- $8,867,415
- Administrative expenses
- $178,282
- Total expenses
- $9,164,583
- Net increase / (decrease)
- $15,139,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | INVESTMENT ADVISOR | $174,745 | $0 |
| Plan Design Consultants Inc | CONTRACT ADMIN | $11,635 | $0 |
| Capital Group Retirement Plan | RECORDKEEPER | $5,438 | $0 |