| Plan Name | WALLACE & PACKER PL |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WALLACE & PACKER PL |
| Employer identification number (EIN): | 651152215 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | SCOTT WALLACE | 2023-12-14 | ||
| 001 | 2021-01-01 | SCOTT WALLACE | 2022-07-20 | ||
| 001 | 2020-01-01 | SCOTT WALLACE | 2021-06-07 | ||
| 001 | 2019-01-01 | SCOTT WALLACE | 2020-06-30 |
| Measure | Date | Value |
|---|---|---|
| 2025: WALLACE & PACKER PL 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-11-19 | 14 |
| Total number of particpants at end of year | 2025-11-19 | 13 |
| Number of Participants With Account Balances | 2025-11-19 | 10 |
| Measure | Date | Value |
|---|---|---|
| 2025 : WALLACE & PACKER PL 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-11-19 | 2557 |
| Net assets as of the end of the plan year | 2025-11-19 | 863129 |
| Total assets as of the beginning of the plan year | 2025-11-19 | 656662 |
| Value of plan covered by a fidelity bond | 2025-11-19 | 66000 |
| Participant contributions to plan in this plan year | 2025-11-19 | 87677 |
| Value of participant loans at end of plan year | 2025-11-19 | 7375 |
| Other income to plan in this plan year | 2025-11-19 | 96300 |
| Plan net income in this plan year | 2025-11-19 | 206467 |
| Net assets as of the end of the plan year | 2025-11-19 | 863129 |
| Net assets as of the beginning of the plan year | 2025-11-19 | 656662 |
| Employer contributions to plan in this plan year | 2025-11-19 | 25047 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-11-19 | 175 |