Walker 401(K) Retirement Plan — Form 5500 plan (Walker, Inc.)

Plain-English plan 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, Walker 401(K) Retirement Plan is a benefit plan reported by Walker, Inc. under EIN 04-2171186 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $12,448,371 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walker, Inc.
EIN
04-2171186
Plan number
001
Plan type
2
Location
Needham, MA
Latest filing year
2023
Participants
514
End-of-year plan assets
$12,448,371

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023514H, C20250217155352NAL0003393296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,448,371
Total liabilities (EOY)
$25,066
Net assets (EOY)
$12,423,305
Net assets (BOY)
$11,437,356

Income & contributions

Employer contributions
$171,151
Participant contributions
$603,074
Total contributions
$775,406
Total income / additions
$2,360,788

Expenses & distributions

Benefits paid
$1,347,981
Administrative expenses
$8,222
Total expenses
$1,374,839
Net increase / (decrease)
$985,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$6,980$02023
Afc Pensions, Inc.THIRD PARTY ADMINISTRATOR$0$4,3322023
Empower Advisory Group, LLCINVESTMENT MGMT$1,705$02023

Related Form 5500 pages