2023 Form 5500 filing — Wallick 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 20250502135331NAL0004532145001) for Wallick Ownership Plan, reported by Wallick Communities Holdings, Inc. under EIN 88-1738375 and plan number 002. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250502135331NAL0004532145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wallick Communities Holdings, Inc.
- EIN
- 88-1738375
- 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