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WALLACE & COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWALLACE & COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

WALLACE & COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WALLACE & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WALLACE & COMPANY
Employer identification number (EIN):680310139
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLACE & COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROY WALLACE2015-09-27 ROY WALLACE2015-09-27
0012013-01-01ROY WALLACE2014-10-09
0012012-01-01ROY WALLACE2013-07-24
0012011-01-01ROY WALLACE2012-07-10
0012010-01-01ROY WALLACE2011-07-20

Financial Data on WALLACE & COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : WALLACE & COMPANY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-120
Total liabilities as of the end of the plan year2025-10-120
Total liabilities as of the beginning of the plan year2025-10-120
Total expenses incurred by plan in this plan year2025-10-1235996
Net assets as of the end of the plan year2025-10-121775275
Total assets as of the beginning of the plan year2025-10-121140368
Value of plan covered by a fidelity bond2025-10-12120000
Participant contributions to plan in this plan year2025-10-1232700
Other expenses paid from plan in this plan year2025-10-120
Other contributions to plan in this plan year2025-10-120
Other income to plan in this plan year2025-10-12589317
Plan net income in this plan year2025-10-12634907
Net assets as of the end of the plan year2025-10-121775275
Net assets as of the beginning of the plan year2025-10-121140368
Value of contributions failed to transmitted timely2025-10-1292
Employer contributions to plan in this plan year2025-10-1248886
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-120
2024 : WALLACE & COMPANY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-0427158
Net assets as of the end of the plan year2024-10-041140368
Total assets as of the beginning of the plan year2024-10-04827829
Value of plan covered by a fidelity bond2024-10-04120000
Participant contributions to plan in this plan year2024-10-0431125
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-04261309
Plan net income in this plan year2024-10-04312539
Net assets as of the end of the plan year2024-10-041140368
Net assets as of the beginning of the plan year2024-10-04827829
Value of contributions failed to transmitted timely2024-10-0492
Employer contributions to plan in this plan year2024-10-0447263
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-040
2022 : WALLACE & COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-160
Total liabilities as of the end of the plan year2022-09-160
Total liabilities as of the beginning of the plan year2022-09-160
Total expenses incurred by plan in this plan year2022-09-1623077
Net assets as of the end of the plan year2022-09-161012568
Total assets as of the beginning of the plan year2022-09-16845516
Value of plan covered by a fidelity bond2022-09-1690000
Participant contributions to plan in this plan year2022-09-1625000
Other expenses paid from plan in this plan year2022-09-160
Other contributions to plan in this plan year2022-09-160
Other income to plan in this plan year2022-09-16121629
Plan net income in this plan year2022-09-16167052
Net assets as of the end of the plan year2022-09-161012568
Net assets as of the beginning of the plan year2022-09-16845516
Value of contributions failed to transmitted timely2022-09-1683
Employer contributions to plan in this plan year2022-09-1643500
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-160

Potentially related plans

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