Walters 401(K) Plan — Form 5500 plan (Walters Recycling And Refuse, 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, Walters 401(K) Plan is a benefit plan reported by Walters Recycling And Refuse, Inc. under EIN 41-1605639 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $6,372,717 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walters Recycling And Refuse, Inc.
EIN
41-1605639
Plan number
001
Plan type
2
Location
Blaine, MN
Latest filing year
2023
Participants
161
End-of-year plan assets
$6,372,717

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241015073444NAL0015943251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,372,717
Total liabilities (EOY)
$0
Net assets (EOY)
$6,372,717
Net assets (BOY)
$5,175,544

Income & contributions

Employer contributions
$401,546
Participant contributions
$675,895
Total contributions
$1,087,710
Total income / additions
$1,978,854

Expenses & distributions

Benefits paid
$737,641
Administrative expenses
$9,650
Total expenses
$781,681
Net increase / (decrease)
$1,197,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tax Sheltered Compensationnot reported in the loaded dataset$0$2,7132023
Morningstarnot reported in the loaded dataset$0$9212023

Related Form 5500 pages