Plan5500

Wallace Health Care Plan — Form 5500 plan (Wallace Hardware Company, 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, Wallace Health Care Plan is a benefit plan reported by Wallace Hardware Company, Inc. under EIN 62-0408190 and plan number 501. The latest loaded filing year is 2023. The filing reports 118 participants and $139,738 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wallace Hardware Company, Inc.
EIN
62-0408190
Plan number
501
Plan type
2
Location
Morristown, TN
Latest filing year
2023
Participants
118
End-of-year plan assets
$139,738

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20241030100017NAL0000831280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,738
Total liabilities (EOY)
$139,738
Net assets (EOY)
$0

Income & contributions

Employer contributions
$726,857
Participant contributions
$409,730
Total contributions
$1,136,587
Total income / additions
$1,136,587

Expenses & distributions

Benefits paid
$1,116,873
Administrative expenses
$19,714
Total expenses
$1,136,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Omni Group, LLCnot reported in the loaded dataset$0not reported in the loaded dataset2023

Related Form 5500 pages