Plan5500

Wallside, Inc. 401k And Discretionary Contribution Plan — Form 5500 plan (Wallside, Inc.)

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, Wallside, Inc. 401k And Discretionary Contribution Plan is a benefit plan reported by Wallside, Inc. under EIN 38-1547434 and plan number 004. The latest loaded filing year is 2023. The filing reports 180 participants and $15,292,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wallside, Inc.
EIN
38-1547434
Plan number
004
Plan type
2
Location
Taylor, MI
Latest filing year
2023
Participants
180
End-of-year plan assets
$15,292,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20250709104138NAL0002774659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,292,314
Total liabilities (EOY)
$0
Net assets (EOY)
$15,292,314
Net assets (BOY)
$11,999,588

Income & contributions

Employer contributions
$268,041
Participant contributions
$372,832
Total contributions
$640,873
Total income / additions
$3,694,652

Expenses & distributions

Benefits paid
$329,099
Administrative expenses
$72,827
Total expenses
$401,926
Net increase / (decrease)
$3,292,726

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$36,647not reported in the loaded dataset2023
Capfinancial Partners LLCNONE$36,180not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages