Walker-Miller Energy Services, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Walker-Miller Energy Services, 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, Walker-Miller Energy Services, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Walker-Miller Energy Services, LLC under EIN 38-3381940 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $4,765,901 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.8MPlan net assets, end of year$4,765,901
Participants246Covered participants reported
Assets / participant$19.4KComputed: assets ÷ participants$19,374 (computed)
Provider compensation$32.5K3 Schedule C provider row(s)$32,504
- Plan sponsor
- Walker-Miller Energy Services, LLC
- EIN
- 38-3381940
- Plan number
- 001
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241014050930NAL0014559347001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,765,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,765,901
- Net assets (BOY)
- $2,726,470
Income & contributions
- Employer contributions
- $503,665
- Participant contributions
- $868,344
- Total contributions
- $1,866,692
- Total income / additions
- $2,497,045
Expenses & distributions
- Benefits paid
- $389,777
- Administrative expenses
- $21,205
- Total expenses
- $457,614
- Net increase / (decrease)
- $2,039,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Venture Visonary Partners, LLC | INVESTMENT ADVISOR | $11,445 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,034 | $0 | 2023 |
| Great Lakes Pension Associates, Inc | CONTACT ADMIN | $10,025 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walker-Miller Energy Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Venture Visonary Partners, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Great Lakes Pension Associates, Inc — Schedule C compensation