Walters Wholesale Electric Co. 401 (K) Retirement Plan — Form 5500 plan (Walters Wholesale Electric Co.)
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, Walters Wholesale Electric Co. 401 (K) Retirement Plan is a benefit plan reported by Walters Wholesale Electric Co. under EIN 95-2091661 and plan number 002. The latest loaded filing year is 2023. The filing reports 597 participants and $57,916,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walters Wholesale Electric Co.
- EIN
- 95-2091661
- Plan number
- 002
- Plan type
- 2
- Location
- Signal Hill, CA
- Latest filing year
- 2023
- Participants
- 597
- End-of-year plan assets
- $57,916,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 597 | H, C | 20250115211352NAL0022351697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,916,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,916,275
- Net assets (BOY)
- $51,702,213
Income & contributions
- Employer contributions
- $460,189
- Participant contributions
- $3,872,553
- Total contributions
- $4,499,238
- Total income / additions
- $12,263,490
Expenses & distributions
- Benefits paid
- $5,917,013
- Administrative expenses
- $115,587
- Total expenses
- $6,049,428
- Net increase / (decrease)
- $6,214,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,746 | $0 | 2023 |
| The Paragon Alliance Group LLC | OTHER SERVICES | $0 | $24,978 | 2023 |
| Fiducient Advisors | INVESTMENT MANAGEMENT | $0 | $12,698 | 2023 |
| Withumsmith Brown,Pc | ACCOUNTANT | $0 | $12,480 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walters Wholesale Electric Co.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Signal Hill, CA
- Principal Life Insurance Company — Schedule C compensation
- The Paragon Alliance Group LLC — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Withumsmith Brown,Pc — Schedule C compensation