2023 Form 5500 filing — Wall Holdings, Inc. & Affiliates Employee Stock Ownership 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 20241008141704NAL0008448211001) for Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan, reported by Wall Holdings, Inc. under EIN 92-0875106 and plan number 002. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008141704NAL0008448211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wall Holdings, Inc.
- EIN
- 92-0875106
- Plan number
- 002
- Location
- Floyd, VA
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,754,046
- Total liabilities (EOY)
- $2,718,289
- Net assets (EOY)
- $26,035,757
- Employer contributions
- $613,798
- Total income / additions
- $2,005,582
- Benefits paid
- $613,137
- Administrative expenses
- $15,376
- Total expenses
- $660,172
- Net increase / (decrease)
- $1,345,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Bank & Trust | NONE | $15,376 | not reported in the loaded dataset |