Dr. Wm. Todd Walker D.M.D. 401(K) Plan — Form 5500 plan (Dr. Wm. Todd Walker D.M.D.)
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, Dr. Wm. Todd Walker D.M.D. 401(K) Plan is a benefit plan reported by Dr. Wm. Todd Walker D.M.D. under EIN 37-1239499 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,167,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dr. Wm. Todd Walker D.M.D.
- EIN
- 37-1239499
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, IL
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $1,167,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240924160434NAL0026610210001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,167,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,167,849
- Net assets (BOY)
- $1,113,459
Income & contributions
- Employer contributions
- $18,056
- Participant contributions
- $41,501
- Total income / additions
- $141,740
Expenses & distributions
- Benefits paid
- $79,468
- Administrative expenses
- $7,882
- Total expenses
- $87,350
- Net increase / (decrease)
- $54,390
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.