Walther Farms LLC 401(K) Plan — Form 5500 plan (Walther Farms LLC)
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, Walther Farms LLC 401(K) Plan is a benefit plan reported by Walther Farms LLC under EIN 38-2035017 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $11,873,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walther Farms LLC
- EIN
- 38-2035017
- Plan number
- 001
- Plan type
- 2
- Location
- Three Rivers, MI
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $11,873,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20240827151208NAL0006180579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,873,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,873,111
- Net assets (BOY)
- $10,714,993
Income & contributions
- Employer contributions
- $367,729
- Participant contributions
- $675,345
- Total contributions
- $1,060,080
- Total income / additions
- $2,595,571
Expenses & distributions
- Benefits paid
- $1,434,841
- Administrative expenses
- $2,612
- Total expenses
- $1,437,453
- Net increase / (decrease)
- $1,158,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,612 | $0 | 2023 |