2023 Form 5500 filing — Wallace Health Care 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 20241030100017NAL0000831280001) for Wallace Health Care Plan, reported by Wallace Hardware Company, Inc. under EIN 62-0408190 and plan number 501. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants118
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241030100017NAL0000831280001
- Plan sponsor
- Wallace Hardware Company, Inc.
- EIN
- 62-0408190
- Plan number
- 501
- Location
- Morristown, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$139.7K total assets
Net assets$0Liabilities$139.7K
Full reported line items
- Total assets (EOY)
- $139,738
- Total liabilities (EOY)
- $139,738
- Net assets (EOY)
- $0
- Employer contributions
- $726,857
- Participant contributions
- $409,730
- Total income / additions
- $1,136,587
- Benefits paid
- $1,116,873
- Administrative expenses
- $19,714
- Total expenses
- $1,136,587
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Omni Group, LLC | not reported in the loaded dataset | $0 | not reported in the loaded dataset |