How big is Wallace & Toney Valuation Advisors Inc.'s plan?

Wallace & Toney Valuation Advisors Inc.'s plan reported $384K in assets and 6 participants for 2023.

Original filing (PDF)20240823113756NAL0003143539001

Wallace & Toney Valuation Advisors Inc.

Name: Wallace & Toney Valuation Advisors Inc. — Form 5500 Plan 002 (2023)
Creator: Wallace & Toney Valuation Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallace & Toney Valuation Advisors Inc. Cash Balance Pension Plan

Defined-benefit pension plan · Wallace & Toney Valuation Advisors Inc.'s Wallace & Toney Valuation Advisors Inc. Cash Balance Pension Plan held $384K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

Plan identifiers

Wallace & Toney Valuation Advisors Inc.'s EIN is 68-0070035.

EIN 68-0070035

Plan number 002

Plan year 2023

ACK ID 20240823113756NAL0003143539001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Wallace & Toney Valuation Advisors Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score