Jack Walters & Sons Corp. 401(K) Retirement Savings Plan — Form 5500 plan (Jack Walters & Sons Corp.)
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, Jack Walters & Sons Corp. 401(K) Retirement Savings Plan is a benefit plan reported by Jack Walters & Sons Corp. under EIN 39-1093704 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $7,609,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack Walters & Sons Corp.
- EIN
- 39-1093704
- Plan number
- 001
- Plan type
- 2
- Location
- Allenton, WI
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $7,609,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240805142305NAL0002454992002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,609,438
- Net assets (EOY)
- $7,609,438
- Net assets (BOY)
- $6,281,185
Income & contributions
- Employer contributions
- $142,384
- Participant contributions
- $507,385
- Total contributions
- $652,595
- Total income / additions
- $1,669,309
Expenses & distributions
- Benefits paid
- $311,814
- Administrative expenses
- $28,771
- Total expenses
- $341,056
- Net increase / (decrease)
- $1,328,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $28,771 | not reported in the loaded dataset | 2023 |