How big is Wallace and Turner Inc.'s plan?

Wallace and Turner Inc.'s plan reported $4K in assets and 14 participants for 2023.

Original filing (PDF)20250327132906NAL0035557954001

Wallace and Turner Inc.

Name: Wallace and Turner Inc. — Wallace and Turner Inc., Form 5500 (2023)
Creator: Wallace and Turner Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallace and Turner Inc. SOCA Benefit Plan

Health & welfare plan · Wallace and Turner Inc.'s Wallace and Turner Inc. SOCA Benefit Plan held $4K in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Wallace and Turner Inc.'s 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Wallace and Turner Inc.'s EIN is 31-1396641.

EIN 31-1396641

Plan number 501

Plan year 2023

ACK ID 20250327132906NAL0035557954001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wallace and Turner Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wallace and Turner Inc.'s plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score