Original filing (PDF)20241028102428NAL0005910480001

Wallace and Wallace Inc.

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

Form 5500-SF

FILING_RECEIVED

Wallace and Wallace Inc. GCF Benefit Plan

Health & welfare plan · Wallace and Wallace Inc.'s Wallace and Wallace Inc. GCF Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Morgan Law signed Wallace and Wallace Inc.'s 2023 Form 5500 as plan administrator.

Morgan Law — 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 Wallace Inc.'s EIN is 58-1329539.

EIN 58-1329539

Plan number 501

Plan year 2023

ACK ID 20241028102428NAL0005910480001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Wallace and Wallace 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 WALLACE INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WALLACE AND WALLACE INC

DBA

ADVENTURE OUTDOORS

EIN

all filings

Address

630 WINDY HILL ROAD · COLUMBUS, GA · 31904

Phone

(770) 434-7216

Industry

Retail Trade

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2024-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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