Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan — Form 5500 plan (Wall 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, Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan is a benefit plan reported by Wall Holdings, Inc. under EIN 92-0875106 and plan number 002. The latest loaded filing year is 2023. The filing reports 293 participants and $28,754,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wall Holdings, Inc.
EIN
92-0875106
Plan number
002
Plan type
2
Location
Floyd, VA
Latest filing year
2023
Participants
293
End-of-year plan assets
$28,754,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023293H, C20241008141704NAL0008448211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,754,046
Total liabilities (EOY)
$2,718,289
Net assets (EOY)
$26,035,757
Net assets (BOY)
$24,690,347

Income & contributions

Employer contributions
$613,798
Total contributions
$613,798
Total income / additions
$2,005,582

Expenses & distributions

Benefits paid
$613,137
Administrative expenses
$15,376
Total expenses
$660,172
Net increase / (decrease)
$1,345,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Bank & TrustNONE$15,376not reported in the loaded dataset2023

Related Form 5500 pages