Wallace Automotive Group 401(K) Plan — Form 5500 plan (William Wallace Enterprises, 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, Wallace Automotive Group 401(K) Plan is a benefit plan reported by William Wallace Enterprises, Inc. under EIN 65-1023153 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $10,046,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William Wallace Enterprises, Inc.
- EIN
- 65-1023153
- Plan number
- 001
- Plan type
- 2
- Location
- Stuart, FL
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $10,046,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241008154737NAL0035268274001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,046,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,046,742
- Net assets (BOY)
- $8,136,398
Income & contributions
- Participant contributions
- $1,551,058
- Total contributions
- $1,568,731
- Total income / additions
- $2,863,732
Expenses & distributions
- Benefits paid
- $921,747
- Administrative expenses
- $31,641
- Total expenses
- $953,388
- Net increase / (decrease)
- $1,910,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crowe Llp | SERVICE PROVIDER | $10,709 | not reported in the loaded dataset | 2023 |
| The Aimpoint Group, LLC | THIRD PARTY ADMIN | $0 | $7,732 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $1,455 | 2023 |
| Morningstar | SERVICE PROVIDER | $877 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for William Wallace Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Stuart, FL
- Crowe Llp — Schedule C compensation
- The Aimpoint Group, LLC — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar — Schedule C compensation