How big is Mary M. Wallace Ltd.'s plan?

Mary M. Wallace Ltd.'s plan reported $930K in assets and 2 participants for 2023.

Original filing (PDF)20241014171856NAL0054607698001

Mary M. Wallace Ltd.

Name: Mary M. Wallace Ltd. — Mary M. Wallace Ltd. Savings, Form 5500 (2023)
Creator: Mary M. Wallace Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mary M. Wallace Ltd. Savings and Retirement Plan

401(k) retirement plan · Mary M. Wallace Ltd.'s Mary M. Wallace Ltd. Savings and Retirement Plan held $930K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$930K

Net assets (EOY)

$930K

People on this filing

CHAD Carroll signed Mary M. Wallace Ltd.'s 2023 Form 5500 as plan administrator.

CHAD Carroll — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mary M. Wallace Ltd.'s EIN is 27-3089343.

EIN 27-3089343

Plan number 001

Plan year 2023

ACK ID 20241014171856NAL0054607698001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mary M. Wallace Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mary M. Wallace Ltd.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY M. WALLACE LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score