Wallace Design Collective, Pc 401(K) Retirement Plan — Form 5500 plan (Wallace Design Collective, Pc)
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 Design Collective, Pc 401(K) Retirement Plan is a benefit plan reported by Wallace Design Collective, Pc under EIN 73-1322436 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $26,278,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wallace Design Collective, Pc
- EIN
- 73-1322436
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $26,278,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20240731091340NAL0021985457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,278,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,278,000
- Net assets (BOY)
- $19,688,864
Income & contributions
- Employer contributions
- $675,886
- Participant contributions
- $1,827,803
- Total contributions
- $3,044,432
- Total income / additions
- $7,609,805
Expenses & distributions
- Benefits paid
- $955,323
- Administrative expenses
- $65,346
- Total expenses
- $1,020,669
- Net increase / (decrease)
- $6,589,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $53,067 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,378 | not reported in the loaded dataset | 2023 |
| Wjpr Cpas | CONTRACT ADMIN | $2,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wallace Design Collective, Pc
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Wjpr Cpas — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation