How many benefit plans does Wallis Companies report on Form 5500?

Wallis Companies (EIN 43-0908410) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Wallis Companies?

The Employer Identification Number (EIN) reported for Wallis Companies is 43-0908410.

What is the latest Form 5500 filing year for Wallis Companies?

The latest loaded Form 5500 filing year for Wallis Companies is 2023.

Wallis Companies — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wallis Companies (EIN 43-0908410) is a plan sponsor located in Cuba, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 43-0908410
Location: Cuba, MO
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $36,451,083
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $36,451,083

Contributions & income

Employer contributions: $1,345,718
Participant contributions: $2,723,296
Total income / additions: $9,590,207

Expenses & distributions

Benefits paid / distributions: $2,785,362
Total expenses: $2,942,687
Net increase / (decrease): $6,647,520

Coverage

Total reported participants: 1,787
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Wallis Companies plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Wallis Companies 401(K) Plan	001	915	$36,451,083	2023
Wallis Companies Welfare Benefit Plan	509	872	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wallis Companies
Year	Plan	Participants	Schedules	Filing
2023	Wallis Companies Welfare Benefit Plan	872	—	20240927203655NAL0005257826001
2023	Wallis Companies 401(K) Plan	915	H, C	20241014101920NAL0013120019001