Wallick Communities Holdings, 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, Wallick Communities Holdings, Inc. (EIN 88-1738375) is a plan sponsor located in New Albany, OH 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
88-1738375
Location
New Albany, OH
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,621,191
Total reported liabilities (EOY)
$97,326,492
Total reported net assets (EOY)
-$80,705,301

Contributions & income

Employer contributions
$11,983,955
Total income / additions
-$76,418,833

Expenses & distributions

Benefits paid / distributions
$0
Total expenses
$4,286,468
Net increase / (decrease)
-$80,705,301

Coverage

Total reported participants
463
Plans with financial statements
1
Plans with provider compensation
0

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

Wallick Communities Holdings, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wallick Ownership Plan002463$16,621,1912023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wallick Communities Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023Wallick Ownership Plan463H20250502135331NAL0004532145001

Related Form 5500 pages