Original filing (PDF)20250514131817NAL0012819955001

WALTER A. DWYER, INC.

Name: WALTER A. DWYER, INC. — WALTER A. DWYER, INC. PENSION TRUST, Form 5500 (2023)
Creator: WALTER A. DWYER, INC.

Form 5500-SF

FILING_RECEIVED

WALTER A. DWYER, INC. PENSION TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$915K

Net assets (EOY)

$915K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALTER A. DWYER, INC..

Plan sponsor

Name

WALTER A. DWYER, INC.

EIN

23-1308544

Address

152 SOUTH MAIN STREET · AMBLER, PA · 19002

Phone

(215) 248-4300

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-14

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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