James A. Walters Management Co., Inc. Dba Walters Management Company 401(k) Plan: Login, Facts & Contact Information

James A. Walters Management Co., Inc. Dba Walters Management Company 401(k) Plan Facts

Plan name
JAMES A. WALTERS MANAGEMENT CO. INC. 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JAMES A. WALTERS MANAGEMENT CO., INC. DBA WALTERS MANAGEMENT COMPANY
Participants
171 (136 active employees)
Former employees with a balance
35
Plan assets
$2,761,400 at Dec 31, 2024
Average account balance
$17,931 across 154 accounts
Employer contributions
$120,295 in plan year 2024 (29% of all contributions)
Recordkeeper
John Hancock Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $412,646 went into the plan in contributions, $120,295 of it from the employer (29%).
  • $440,495 was paid out to participants.
  • Investment and other income added $267,464.
  • Administrative expenses were $3,225, about $21 per account.

How the James A. Walters Management Co., Inc. Dba Walters Management Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019217$2.02 million$96,628$198,622
2020218$2.43 million$116,857$181,697
2021229$2.74 million$87,106$304,943
2022192$2.06 million$107,168$631,853
2023170$2.53 million$113,504$173,905
2024171$2.76 million$120,295$440,495

James A. Walters Management Co., Inc. Dba Walters Management Company 401(k) Contact Information

Phone
770-534-1094
Mailing address
PO BOX 2935, GAINESVILLE GA 30503
Plan sponsor
JAMES A. WALTERS MANAGEMENT CO., INC. DBA WALTERS MANAGEMENT COMPANY
Plan administrator
WALTERS MANAGEMENT COMPANY
Employer identification number (EIN)
58-1476223
Plan number
001

Questions about the James A. Walters Management Co., Inc. Dba Walters Management Company 401(k)

Does James A. Walters Management Co., Inc. Dba Walters Management Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $120,295, 29% of all contributions.

Does the James A. Walters Management Co., Inc. Dba Walters Management Company 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the James A. Walters Management Co., Inc. Dba Walters Management Company 401(k) plan?

171 participants at the start of plan year 2024, 136 of them active employees, and 35 former employees who still had money in the plan.

What is the average 401(k) balance at James A. Walters Management Co., Inc. Dba Walters Management Company?

About $17,931 per account: $2.76 million in plan assets across 154 accounts with a balance at the end of plan year 2024.

Who manages the James A. Walters Management Co., Inc. Dba Walters Management Company 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at James A. Walters Management Co., Inc. Dba Walters Management Company. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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