Plain-English plan 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, Montgomery & Associates , Llp 401(K) Profit Sharing Plan is a benefit plan reported by Wallace, Montgomery & Associates under EIN 52-1051946 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $37,766,307 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,766,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,766,307
- Net assets (BOY)
- $32,396,217
Income & contributions
- Employer contributions
- $751,831
- Participant contributions
- $1,968,269
- Total contributions
- $2,930,559
- Total income / additions
- $8,196,773
Expenses & distributions
- Benefits paid
- $2,759,492
- Administrative expenses
- $66,097
- Total expenses
- $2,826,683
- Net increase / (decrease)
- $5,370,090