Walters Management Company, Inc. 401(K) Plan — Form 5500 plan (Walters Management Company, 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, Walters Management Company, Inc. 401(K) Plan is a benefit plan reported by Walters Management Company, Inc. under EIN 22-2544115 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $11,574,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walters Management Company, Inc.
- EIN
- 22-2544115
- Plan number
- 001
- Plan type
- 2
- Location
- Barnegat, NJ
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $11,574,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241015111419NAL0016211139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,574,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,574,885
- Net assets (BOY)
- $9,622,510
Income & contributions
- Employer contributions
- $292,660
- Participant contributions
- $469,533
- Total contributions
- $762,193
- Total income / additions
- $2,114,926
Expenses & distributions
- Benefits paid
- $116,504
- Administrative expenses
- $46,047
- Total expenses
- $162,551
- Net increase / (decrease)
- $1,952,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rtd Financial Advisors, Inc. | INVESTMENT ADVISOR | $29,550 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $11,871 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $7,355 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walters Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Barnegat, NJ
- Rtd Financial Advisors, Inc. — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation