How many benefit plans does The Wallick Companies, LLC report on Form 5500?

The Wallick Companies, LLC (EIN 87-0796046) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Wallick Companies, LLC?

The Employer Identification Number (EIN) reported for The Wallick Companies, LLC is 87-0796046.

What is the latest Form 5500 filing year for The Wallick Companies, LLC?

The latest loaded Form 5500 filing year for The Wallick Companies, LLC is 2023.

The Wallick Companies, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 87-0796046) is a plan sponsor located in New Albany, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 87-0796046
Location: New Albany, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $38,011,623
Total reported liabilities (EOY): $97,326,492
Total reported net assets (EOY): -$59,314,869

Contributions & income

Employer contributions: $13,035,224
Participant contributions: $2,198,595
Total income / additions: -$69,615,307

Expenses & distributions

Benefits paid / distributions: $3,690,077
Total expenses: $8,089,611
Net increase / (decrease): -$77,704,918

Coverage

Total reported participants: 1,848
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

The Wallick Companies, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Wallick Companies 401(K) Retirement Savings Plan	001	1,385	$21,390,432	2023
The Wallick Companies, LLC Employee Stock Ownership Plan	002	463	$16,621,191	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Wallick Companies, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Wallick Companies 401(K) Retirement Savings Plan	1,385	H, C	20241007095105NAL0031395282001
2023	The Wallick Companies, LLC Employee Stock Ownership Plan	463	H	20241015124338NAL0014650387001