2023 Form 5500 filing — Wallace, Montgomery & Associates Llp Welfare 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 20250917082136NAL0000249873001) for Wallace, Montgomery & Associates Llp Welfare Plan, reported by Wallace Montgomery & Associates, Llp under EIN 52-1051946 and plan number 501. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants126
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20250917082136NAL0000249873001
- Plan sponsor
- Wallace Montgomery & Associates, Llp
- EIN
- 52-1051946
- Plan number
- 501
- Location
- Hunt Valley, MD
- 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.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $724,199
- Participant contributions
- $498,503
- Total income / additions
- $1,235,723
- Benefits paid
- $1,550,265
- Administrative expenses
- $63,590
- Total expenses
- $1,613,855
- Net increase / (decrease)
- -$378,132