How big is Blalock Walters,P.A.'s plan?

Blalock Walters,P.A.'s plan reported $15.3M in assets and 33 participants for 2023.

Original filing (PDF)20250505140948NAL0007914849001

Blalock Walters,P.A.

Name: Blalock Walters,P.A. — Blalock Walters,P.a, Savings, Form 5500 (2023)
Creator: Blalock Walters,P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blalock Walters,P.a, Savings Plan

401(k) retirement plan · Blalock Walters,P.A.'s Blalock Walters,P.a, Savings Plan held $15.3M in plan assets for 33 participants in 2023.

Signals · 1

Late filing · 5.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

People on this filing

Martin Forbes signed Blalock Walters,P.A.'s 2023 Form 5500 as plan administrator.

Martin Forbes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Blalock Walters,P.A.'s EIN is 59-1950976.

EIN 59-1950976

Plan number 001

Plan year 2023

ACK ID 20250505140948NAL0007914849001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Blalock Walters,P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Blalock Walters,P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLALOCK WALTERS,P.A..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off