Joseph A. Walheim & Associates Profit Sharing & Retirement Plan — Form 5500 plan (Joseph A. Walheim & Associates)
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, Joseph A. Walheim & Associates Profit Sharing & Retirement Plan is a benefit plan reported by Joseph A. Walheim & Associates under EIN 23-2874745 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $3,654,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joseph A. Walheim & Associates
- EIN
- 23-2874745
- Plan number
- 001
- Plan type
- 2
- Location
- Havertown, PA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $3,654,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241011100200NAL0043885202001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,654,737
- Net assets (EOY)
- $3,654,737
- Net assets (BOY)
- $3,290,309
Income & contributions
- Employer contributions
- $20,000
- Total income / additions
- $566,101
Expenses & distributions
- Benefits paid
- $183,624
- Administrative expenses
- $18,049
- Total expenses
- $201,673
- Net increase / (decrease)
- $364,428
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.