Original filing (PDF)20250304144117NAL0007098305001

M.C. WALTERS P.A. DBA MARK WALTERS & COMPANY

Name: M.C. WALTERS P.A. DBA MARK WALTERS & COMPANY — MARK WALTERS & COMPANY DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: M.C. WALTERS P.A. DBA MARK WALTERS & COMPANY

Form 5500-SF

FILING_RECEIVED

MARK WALTERS & COMPANY DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M.C. WALTERS P.A. DBA MARK WALTERS & COMPANY.

Plan sponsor

Name

M.C. WALTERS P.A. DBA MARK WALTERS & COMPANY

EIN

65-0581118

Address

531 S. U.S. HWY. 1 · SUITE B · FORT PIERCE, FL · 34950

Phone

(772) 201-5650

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-04

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Real Estate plans

FIVE STAR REALTY OF CHARLOTTE COUNTY, INC.

FIVE STAR REALTY OF CHARLOTTE CO., INC. PROFIT SHARING PLAN AND TRUST

$1.3M · 8 participants

PACIFIC GOLD COAST REALTY

PACIFIC GOLD COAST REALTY PROFIT SHARING PLAN

$1.3M · 3 participants

MAUI REAL ESTATE ADVISORS LLC

MAUI REAL ESTATE ADVISORS LLC 401(K) PROFIT SHARING PLAN

$1.3M · 3 participants

JENNIFER ANNE THAYER, PA

JENNIFER ANNE THAYER, PA DEFINED BENEFIT PENSION PLAN

$1.3M · 2 participants

KUCERA MANAGEMENT, INC.