Plan5500

Wallace, MI Form 5500 retirement and benefit plan filings

City Form 5500 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, MI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,843,458 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Wallace

  • 2 loaded plans hold $4.8M in reported assets across 1 sponsors.
  • The largest, Advanced Blending Solutions 401(K) Plan, holds 100% of reported Wallace plan assets.
  • Plans cover 264 participants — about 132 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,784,247
Total reported assets$4.8M$4,843,458
Total reported participants264
Total reported liabilities$59.2K$59,211

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$59.2K
Contributions & income
Employer contributions$189.5K
Participant contributions$554.1K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$133K
Total expenses$155.2K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wallace, MI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Wallace market comparison

Largest plan share of assets100%Advanced Blending Solutions 401(K) Plan
Participants per plan132Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Wallace

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Advanced Blending Solutions 401(K) Plan$4.8M
    Advanced Blending Solutions. LLC · 2023
  2. 2
    Advanced Blending Solutions, LLC Life Plannot reported in the loaded dataset
    Advanced Blending Solutions · 2023

Largest plans in Wallace → · Wallace plans by participants → · Wallace plans with financial data → · Wallace plans with provider compensation → · $1B+ plans in Wallace →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wallace, MI?
2 plan(s) reported by 1 sponsor(s) are loaded for Wallace, MI.

Related Form 5500 pages