Wallace, Montgomery & Associates Llp Welfare Plan — Form 5500 plan (Wallace Montgomery & Associates, Llp)
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, Montgomery & Associates Llp Welfare Plan is a benefit plan reported by Wallace Montgomery & Associates, Llp under EIN 52-1051946 and plan number 501. The latest loaded filing year is 2023. The filing reports 126 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wallace Montgomery & Associates, Llp
- EIN
- 52-1051946
- Plan number
- 501
- Plan type
- 2
- Location
- Hunt Valley, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H | 20250917082136NAL0000249873001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $378,132
Income & contributions
- Employer contributions
- $724,199
- Participant contributions
- $498,503
- Total contributions
- $1,222,702
- Total income / additions
- $1,235,723
Expenses & distributions
- Benefits paid
- $1,550,265
- Administrative expenses
- $63,590
- Total expenses
- $1,613,855
- Net increase / (decrease)
- -$378,132
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.