2023 Form 5500 filing — The Wallick Companies, LLC 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 20241015124338NAL0014650387001) for The Wallick Companies, LLC Employee Stock Ownership Plan, reported by The Wallick Companies, LLC under EIN 87-0796046 and plan number 002. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015124338NAL0014650387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Wallick Companies, LLC
- EIN
- 87-0796046
- Plan number
- 002
- Location
- New Albany, OH
- Participants
- 463
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,621,191
- Total liabilities (EOY)
- $97,326,492
- Net assets (EOY)
- -$80,705,301
- Employer contributions
- $11,983,955
- Total income / additions
- -$76,418,833
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $4,286,468
- Net increase / (decrease)
- -$80,705,301
- Schedule source
- Schedule H