2023 Form 5500 filing — Walker Agency Of Michigan, Inc. 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 20260331132425NAL0000034273001) for Walker Agency Of Michigan, Inc. 401(K) Plan, reported by Walker Agency Of Michigan, Inc. under EIN 88-4354980 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20260331132425NAL0000034273001
Filing year
2023
Form type
2
Plan sponsor
Walker Agency Of Michigan, Inc.
EIN
88-4354980
Plan number
001
Location
West Branch, MI
Participants
6
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$569,951
Net assets (EOY)
$569,951
Employer contributions
$9,017
Participant contributions
$20,379
Total income / additions
$352,549
Benefits paid
$2,784
Administrative expenses
$0
Total expenses
$3,673
Net increase / (decrease)
$348,876
Schedule source
Schedule I

Related Form 5500 pages