Wall Residences, Inc.401(K) Profit Sharing Plan And Trust — Form 5500 plan (Wall Residences, Inc.)

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, Wall Residences, Inc.401(K) Profit Sharing Plan And Trust is a benefit plan reported by Wall Residences, Inc. under EIN 54-1959395 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $3,846,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wall Residences, Inc.
EIN
54-1959395
Plan number
001
Plan type
2
Location
Floyd, VA
Latest filing year
2023
Participants
236
End-of-year plan assets
$3,846,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241008141437NAL0008445315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,846,599
Total liabilities (EOY)
$0
Net assets (EOY)
$3,846,599
Net assets (BOY)
$2,898,965

Income & contributions

Employer contributions
$179,471
Participant contributions
$322,218
Total contributions
$651,585
Total income / additions
$1,137,879

Expenses & distributions

Benefits paid
$147,080
Administrative expenses
$43,165
Total expenses
$190,245
Net increase / (decrease)
$947,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cary Street Partners InvestmentADVISOR$27,336not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,829$02023

Related Form 5500 pages