Wallner Expac Employer Stock Ownership Plan — Form 5500 plan (Wallner Holdings, Corp)
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, Wallner Expac Employer Stock Ownership Plan is a benefit plan reported by Wallner Holdings, Corp under EIN 85-2314995 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $49,559,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wallner Holdings, Corp
- EIN
- 85-2314995
- Plan number
- 001
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $49,559,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H | 20240116145231NAL0000428899001 |
| 2023 | 165 | H | 20250117164506NAL0014984851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,824,280
- Total liabilities (EOY)
- $28,304,931
- Net assets (EOY)
- $35,519,349
- Net assets (BOY)
- $10,532,330
Income & contributions
- Employer contributions
- $1,657,969
- Total contributions
- $1,657,969
- Total income / additions
- $25,459,724
Expenses & distributions
- Benefits paid
- $36,467
- Administrative expenses
- $315
- Total expenses
- $472,705
- Net increase / (decrease)
- $24,987,019
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.