Plain-English plan 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, Wallace Roberts & Todd, L.L.C. 401(K) Plan is a benefit plan reported by Wallace, Roberts & Todd, L.L.C. under EIN 23-1615241 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $19,675,151 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,675,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,675,151
- Net assets (BOY)
- $15,794,898
Income & contributions
- Employer contributions
- $137,777
- Participant contributions
- $927,598
- Total contributions
- $1,224,426
- Total income / additions
- $4,440,653
Expenses & distributions
- Benefits paid
- $486,707
- Administrative expenses
- $68,318
- Total expenses
- $560,400
- Net increase / (decrease)
- $3,880,253