Plan5500

Walters Services, Inc. Employee Benefit Plan — Form 5500 plan (Walters Services, 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 Services, Inc. Employee Benefit Plan is a benefit plan reported by Walters Services, Inc. under EIN 25-1849650 and plan number 501. The latest loaded filing year is 2023. The filing reports 48 participants and $112,118 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walters Services, Inc.
EIN
25-1849650
Plan number
501
Plan type
2
Location
Grantville, PA
Latest filing year
2023
Participants
48
End-of-year plan assets
$112,118

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202348I, C20240628153916NAL0000601827001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$112,118
Total liabilities (EOY)
$48,675
Net assets (EOY)
$63,443
Net assets (BOY)
-$20,941

Income & contributions

Employer contributions
$224,283
Participant contributions
$416,725
Total income / additions
$648,573

Expenses & distributions

Benefits paid
$281,104
Administrative expenses
$3,300
Total expenses
$564,189
Net increase / (decrease)
$84,384

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Assured Partners (Central Pa)BROKER$14,925not reported in the loaded dataset2023
The Benecon GroupBROKER$14,525not reported in the loaded dataset2023
Capital BluecrossADMIN$3,300not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,134not reported in the loaded dataset2023

Related Form 5500 pages