J & W Walker Farms, Inc. 401(K) Plan — Form 5500 plan (J & W Walker Farms, 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, J & W Walker Farms, Inc. 401(K) Plan is a benefit plan reported by J & W Walker Farms, Inc. under EIN 93-0870007 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $2,932,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J & W Walker Farms, Inc.
EIN
93-0870007
Plan number
001
Plan type
2
Location
Merrill, OR
Latest filing year
2023
Participants
135
End-of-year plan assets
$2,932,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241112121509NAL0024414624001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,932,516
Total liabilities (EOY)
$910
Net assets (EOY)
$2,931,606
Net assets (BOY)
$2,280,535

Income & contributions

Employer contributions
$347,748
Participant contributions
$189,644
Total contributions
$537,392
Total income / additions
$799,202

Expenses & distributions

Benefits paid
$139,282
Administrative expenses
$2,759
Total expenses
$148,131
Net increase / (decrease)
$651,071

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Farmer & Betts, Inc.CONTRACT ADMIN$4,215$1,0982023
Empower Annuity Insurance CompanyRECORDKEEPER$2,618$02023

Related Form 5500 pages