2023 Form 5500 filing — William Wallace Enterprises, Inc. D/B/A Wallace Lincoln Employee Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241107161106NAL0006611027001) for William Wallace Enterprises, Inc. D/B/A Wallace Lincoln Employee Benefit Plan, reported by William Wallace Enterprises, Inc D/B/A Wallace Lincoln under EIN 65-1023153 and plan number 507. It reports 267 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107161106NAL0006611027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Wallace Enterprises, Inc D/B/A Wallace Lincoln
- EIN
- 65-1023153
- Plan number
- 507
- Location
- Stuart, FL
- Participants
- 267
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Fl | CONTRACT ADMINISTRATOR | $273,528 | $3,294 |
| Digital Insurance LLC | INSURANCE AGENT & BROKER | $118,955 | not reported in the loaded dataset |
| Sun Life Assurance Company Of Canad | ADMINISTRATIVE SERVICES | $15,968 | not reported in the loaded dataset |