2023 Form 5500 filing — Wallace Design Collective, Pc 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731091340NAL0021985457001) for Wallace Design Collective, Pc 401(K) Retirement Plan, reported by Wallace Design Collective, Pc under EIN 73-1322436 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731091340NAL0021985457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wallace Design Collective, Pc
- EIN
- 73-1322436
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,278,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,278,000
- Employer contributions
- $675,886
- Participant contributions
- $1,827,803
- Total income / additions
- $7,609,805
- Benefits paid
- $955,323
- Administrative expenses
- $65,346
- Total expenses
- $1,020,669
- Net increase / (decrease)
- $6,589,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $53,067 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,378 | not reported in the loaded dataset |
| Wjpr Cpas | CONTRACT ADMIN | $2,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |