Walter & Haverfield Llp Profit Sharing Retirement Plan — Form 5500 plan (Walter & Haverfield Llp)
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, Walter & Haverfield Llp Profit Sharing Retirement Plan is a benefit plan reported by Walter & Haverfield Llp under EIN 34-0602148 and plan number 003. The latest loaded filing year is 2023. The filing reports 238 participants and $34,996,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walter & Haverfield Llp
- EIN
- 34-0602148
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $34,996,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241014130845NAL0044588576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,996,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,996,983
- Net assets (BOY)
- $35,917,254
Income & contributions
- Employer contributions
- $1,026,866
- Participant contributions
- $1,010,413
- Total contributions
- $2,250,673
- Total income / additions
- $7,309,743
Expenses & distributions
- Benefits paid
- $8,087,422
- Administrative expenses
- $142,592
- Total expenses
- $8,230,014
- Net increase / (decrease)
- -$920,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN/RECORD KEEPER | $78,473 | $15,002 | 2023 |
| Mgo Investment Advisors | INVESTMENT ADVISOR | $21,777 | $46,417 | 2023 |
| Moskal Gross Orchosky | TPA | $42,863 | $8,037 | 2023 |