2023 Form 5500 filing — Wallner Expac Employer Stock Ownership 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 20250117164506NAL0014984851001) for Wallner Expac Employer Stock Ownership Plan, reported by Wallner Holdings, Corp under EIN 85-2314995 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250117164506NAL0014984851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wallner Holdings, Corp
- EIN
- 85-2314995
- Plan number
- 001
- Location
- Ontario, CA
- Participants
- 165
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,824,280
- Total liabilities (EOY)
- $28,304,931
- Net assets (EOY)
- $35,519,349
- Employer contributions
- $1,657,969
- Total income / additions
- $25,459,724
- Benefits paid
- $36,467
- Administrative expenses
- $315
- Total expenses
- $472,705
- Net increase / (decrease)
- $24,987,019
- Schedule source
- Schedule H