Walpole, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Walpole, 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, Walpole, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Walpole, Inc. under EIN 59-1305687 and plan number 003. The latest loaded filing year is 2023. The filing reports 324 participants and $8,393,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walpole, Inc.
- EIN
- 59-1305687
- Plan number
- 003
- Plan type
- 2
- Location
- Okeechobee, FL
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $8,393,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20241004124939NAL0012225921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,393,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,393,264
- Net assets (BOY)
- $7,378,946
Income & contributions
- Employer contributions
- $416,389
- Participant contributions
- $752,665
- Total contributions
- $1,169,054
- Total income / additions
- $2,079,733
Expenses & distributions
- Benefits paid
- $1,007,653
- Administrative expenses
- $45,712
- Total expenses
- $1,065,415
- Net increase / (decrease)
- $1,014,318
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,474 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,465 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $11,801 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $3,773 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walpole, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Okeechobee, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation