The Wallick Companies 401(K) Retirement Savings Plan — Form 5500 plan (The Wallick Companies, LLC)
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, The Wallick Companies 401(K) Retirement Savings Plan is a benefit plan reported by The Wallick Companies, LLC under EIN 87-0796046 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,385 participants and $21,390,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Wallick Companies, LLC
- EIN
- 87-0796046
- Plan number
- 001
- Plan type
- 2
- Location
- New Albany, OH
- Latest filing year
- 2023
- Participants
- 1,385
- End-of-year plan assets
- $21,390,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,385 | H, C | 20241007095105NAL0031395282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,390,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,390,432
- Net assets (BOY)
- $18,390,049
Income & contributions
- Employer contributions
- $1,051,269
- Participant contributions
- $2,198,595
- Total contributions
- $3,743,813
- Total income / additions
- $6,803,526
Expenses & distributions
- Benefits paid
- $3,690,077
- Administrative expenses
- $105,762
- Total expenses
- $3,803,143
- Net increase / (decrease)
- $3,000,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $60,539 | $0 | 2023 |
| Highland Consulting Associates Inc | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Tidwell Group, LLC | AUDITOR | $9,450 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,773 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Wallick Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in New Albany, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Highland Consulting Associates Inc — Schedule C compensation
- Tidwell Group, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation