Plan5500

Wiser Plan - Walker Information Savings Employee Retirement Plan — Form 5500 plan (Walker Information, 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, Wiser Plan - Walker Information Savings Employee Retirement Plan is a benefit plan reported by Walker Information, Inc. under EIN 35-1108109 and plan number 002. The latest loaded filing year is 2023. The filing reports 205 participants and $27,494,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walker Information, Inc.
EIN
35-1108109
Plan number
002
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
205
End-of-year plan assets
$27,494,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20241011101406NAL0022548337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,494,178
Total liabilities (EOY)
$0
Net assets (EOY)
$27,494,178
Net assets (BOY)
$22,688,662

Income & contributions

Employer contributions
$282,099
Participant contributions
$1,220,128
Total contributions
$1,588,847
Total income / additions
$6,295,941

Expenses & distributions

Benefits paid
$1,435,954
Administrative expenses
$54,471
Total expenses
$1,490,425
Net increase / (decrease)
$4,805,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$31,797$02023
Praxis Fiduciary Advisors LLCINVESTMENT ADVISOR$13,000not reported in the loaded dataset2023
Somerset CpasACCOUNTANT/AUDITOR$7,500not reported in the loaded dataset2023

Related Form 5500 pages