Wallcor 401(K) Plan — Form 5500 plan (Wallcor 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, Wallcor 401(K) Plan is a benefit plan reported by Wallcor Inc. under EIN 86-0934448 and plan number 001. The latest loaded filing year is 2023. The filing reports 785 participants and $10,542,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wallcor Inc.
- EIN
- 86-0934448
- Plan number
- 001
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 785
- End-of-year plan assets
- $10,542,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 785 | H, C | 20241015072931NAL0048388208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,542,958
- Total liabilities (EOY)
- $2,479
- Net assets (EOY)
- $10,540,479
- Net assets (BOY)
- $7,695,374
Income & contributions
- Employer contributions
- $682,372
- Participant contributions
- $1,297,629
- Total contributions
- $1,996,931
- Total income / additions
- $3,645,950
Expenses & distributions
- Benefits paid
- $739,881
- Administrative expenses
- $60,964
- Total expenses
- $800,845
- Net increase / (decrease)
- $2,845,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $28,930 | $0 | 2023 |
| Cambridge Investment Research | RIA & IA | $27,366 | $0 | 2023 |