Wallick Ownership Plan — Form 5500 plan (Wallick Communities Holdings, 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, Wallick Ownership Plan is a benefit plan reported by Wallick Communities Holdings, Inc. under EIN 88-1738375 and plan number 002. The latest loaded filing year is 2023. The filing reports 463 participants and $16,621,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wallick Communities Holdings, Inc.
- EIN
- 88-1738375
- Plan number
- 002
- Plan type
- 2
- Location
- New Albany, OH
- Latest filing year
- 2023
- Participants
- 463
- End-of-year plan assets
- $16,621,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H | 20250502135331NAL0004532145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,621,191
- Total liabilities (EOY)
- $97,326,492
- Net assets (EOY)
- -$80,705,301
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $11,983,955
- Total contributions
- $11,983,955
- Total income / additions
- -$76,418,833
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $4,286,468
- Net increase / (decrease)
- -$80,705,301
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.