Walnut Street Center, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Walnut Street Center, INC.
  • Sponsor EIN: 042513725
  • Sponsor Address: 291 MYSTIC AVE, MEDFORD, MA, 021556313
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 224
  • Total Assets: $3.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023224$3.6M$49,509$124,227
2022158$3.2M$91,278$217,220

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