2023 Form 5500 filing — Walters Wholesale Electric Co. 401 (K) 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 20250115211352NAL0022351697001) for Walters Wholesale Electric Co. 401 (K) Retirement Plan, reported by Walters Wholesale Electric Co. under EIN 95-2091661 and plan number 002. It reports 597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115211352NAL0022351697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walters Wholesale Electric Co.
- EIN
- 95-2091661
- Plan number
- 002
- Location
- Signal Hill, CA
- Participants
- 597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,916,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,916,275
- Employer contributions
- $460,189
- Participant contributions
- $3,872,553
- Total income / additions
- $12,263,490
- Benefits paid
- $5,917,013
- Administrative expenses
- $115,587
- Total expenses
- $6,049,428
- Net increase / (decrease)
- $6,214,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,746 | $0 |
| The Paragon Alliance Group LLC | OTHER SERVICES | $0 | $24,978 |
| Fiducient Advisors | INVESTMENT MANAGEMENT | $0 | $12,698 |
| Withumsmith Brown,Pc | ACCOUNTANT | $0 | $12,480 |