Wallace Hardware Company, Inc. — 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, Wallace Hardware Company, Inc. (EIN 62-0408190) is a plan sponsor located in Morristown, TN with 2 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
62-0408190
Location
Morristown, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,591,307
Total reported liabilities (EOY)
$139,738
Total reported net assets (EOY)
$8,451,569

Contributions & income

Employer contributions
$1,030,174
Participant contributions
$749,611
Total income / additions
$2,752,105

Expenses & distributions

Benefits paid / distributions
$2,020,963
Total expenses
$2,108,496
Net increase / (decrease)
$643,609

Coverage

Total reported participants
315
Plans with financial statements
2
Plans with provider compensation
2

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

Wallace Hardware Company, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wallace Distribution Company Profit Sharing Plan001197$8,451,5692023
Wallace Health Care Plan501118$139,7382023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wallace Hardware Company, Inc.
YearPlanParticipantsSchedulesFiling
2023Wallace Distribution Company Profit Sharing Plan197H, C20241008094607NAL0029495120001
2023Wallace Health Care Plan118H, C20241030100017NAL0000831280001

Related Form 5500 pages