Walnut Street Group Retirement Plan — Form 5500 plan (Walnut Street Group 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, Walnut Street Group Retirement Plan is a benefit plan reported by Walnut Street Group Inc under EIN 46-4345811 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $104,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walnut Street Group Inc
- EIN
- 46-4345811
- Plan number
- 001
- Plan type
- 2
- Location
- Oneonta, NY
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $104,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240306194221NAL0025956385001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $104,989
- Net assets (EOY)
- $104,989
- Net assets (BOY)
- $92,048
Income & contributions
- Total income / additions
- $13,923
Expenses & distributions
- Total expenses
- $982
- Net increase / (decrease)
- $12,941
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.