Walker Agency Of Michigan, Inc. 401(K) Plan — Form 5500 plan (Walker Agency Of Michigan, 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, Walker Agency Of Michigan, Inc. 401(K) Plan is a benefit plan reported by Walker Agency Of Michigan, Inc. under EIN 88-4354980 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $569,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walker Agency Of Michigan, Inc.
- EIN
- 88-4354980
- Plan number
- 001
- Plan type
- 2
- Location
- West Branch, MI
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $569,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20260331132425NAL0000034273001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $569,951
- Net assets (EOY)
- $569,951
- Net assets (BOY)
- $221,075
Income & contributions
- Employer contributions
- $9,017
- Participant contributions
- $20,379
- Total income / additions
- $352,549
Expenses & distributions
- Benefits paid
- $2,784
- Administrative expenses
- $0
- Total expenses
- $3,673
- Net increase / (decrease)
- $348,876
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.