Walker Jones, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Walker Jones, Pc)
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 Jones, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Walker Jones, Pc under EIN 54-1072172 and plan number 001. The latest loaded filing year is 2023. The filing reports 28 participants and $5,364,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walker Jones, Pc
- EIN
- 54-1072172
- Plan number
- 001
- Plan type
- 2
- Location
- Warrenton, VA
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $5,364,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20240325091034NAL0010498369001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,364,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,364,876
- Net assets (BOY)
- $4,726,681
Income & contributions
- Employer contributions
- $60,978
- Participant contributions
- $132,078
- Total income / additions
- $768,480
Expenses & distributions
- Benefits paid
- $93,959
- Administrative expenses
- $36,326
- Total expenses
- $130,285
- Net increase / (decrease)
- $638,195
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.