The Wallick Companies, LLC Employee Stock Ownership 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, LLC Employee Stock Ownership Plan is a benefit plan reported by The Wallick Companies, LLC under EIN 87-0796046 and plan number 002. The latest loaded filing year is 2023. The filing reports 463 participants and $16,621,191 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
- 002
- Plan type
- 2
- Location
- New Albany, OH
- Latest filing year
- 2023
- Participants
- 463
- End-of-year plan assets
- $16,621,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H | 20241015124338NAL0014650387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,621,191
- Total liabilities (EOY)
- $97,326,492
- Net assets (EOY)
- -$80,705,301
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $11,983,955
- Total contributions
- $11,983,955
- Total income / additions
- -$76,418,833
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $4,286,468
- Net increase / (decrease)
- -$80,705,301
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.