2023 Form 5500 filing — Wallside, Inc. 401k And Discretionary Contribution 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 20250709104138NAL0002774659001) for Wallside, Inc. 401k And Discretionary Contribution Plan, reported by Wallside, Inc. under EIN 38-1547434 and plan number 004. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709104138NAL0002774659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wallside, Inc.
- EIN
- 38-1547434
- Plan number
- 004
- Location
- Taylor, MI
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,292,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,292,314
- Employer contributions
- $268,041
- Participant contributions
- $372,832
- Total income / additions
- $3,694,652
- Benefits paid
- $329,099
- Administrative expenses
- $72,827
- Total expenses
- $401,926
- Net increase / (decrease)
- $3,292,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $36,647 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $36,180 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |