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, Wallick & Volk, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Wallick & Volk, Inc. under EIN 83-0171636 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $16,128,400 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,128,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,128,400
- Net assets (BOY)
- $16,377,521
Income & contributions
- Participant contributions
- $780,379
- Total contributions
- $780,379
- Total income / additions
- $2,921,271
Expenses & distributions
- Benefits paid
- $3,050,872
- Administrative expenses
- $67,025
- Total expenses
- $3,170,392
- Net increase / (decrease)
- -$249,121