401k Plan data: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN plan

WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 401k Plan overview

Plan Name	WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN
Plan identification number	001

WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 STRUCTURAL ENGINEERING LLC has sponsored the creation of one or more 401k plans.

Company Name: WALLACE STRUCTURAL ENGINEERING LLC

Employer identification number (EIN): 473470073

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRIANNE SHAW 2024-09-24 BRIANNE SHAW 2024-09-24
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JESSE WALLACE
001 2016-03-15 CHARITY HAGOOD CHARITY HAGOOD 2017-10-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRIANNE SHAW	2024-09-24	BRIANNE SHAW	2024-09-24
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JESSE WALLACE
001	2016-03-15	CHARITY HAGOOD		CHARITY HAGOOD	2017-10-16

Plan Statistics for WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN

401k plan membership statisitcs for WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN

Measure Date Value
2022: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-03-15 6
Total number of active participants reported on line 7a of the Form 5500 2016-03-15 5
Number of retired or separated participants receiving benefits 2016-03-15 0
Number of other retired or separated participants entitled to future benefits 2016-03-15 1
Total of all active and inactive participants 2016-03-15 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-15 0
Total participants 2016-03-15 6
Number of participants with account balances 2016-03-15 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-15 0

Measure	Date	Value
2022: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-03-15	6
Total number of active participants reported on line 7a of the Form 5500	2016-03-15	5
Number of retired or separated participants receiving benefits	2016-03-15	0
Number of other retired or separated participants entitled to future benefits	2016-03-15	1
Total of all active and inactive participants	2016-03-15	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-15	0
Total participants	2016-03-15	6
Number of participants with account balances	2016-03-15	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-15	0

Financial Data on WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN

Measure	Date	Value
2022 : WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-3,333
Expenses. Total of all expenses incurred	2022-12-31	$523
Total plan assets at end of year	2022-12-31	$19,183
Total plan assets at beginning of year	2022-12-31	$23,039
Value of fidelity bond covering the plan	2022-12-31	$20,000
Other income received	2022-12-31	$-3,333
Net income (gross income less expenses)	2022-12-31	$-3,856
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$19,183
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$23,039
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$523
2021 : WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$3,730
Expenses. Total of all expenses incurred	2021-12-31	$983
Total plan assets at end of year	2021-12-31	$23,039
Total plan assets at beginning of year	2021-12-31	$20,292
Value of fidelity bond covering the plan	2021-12-31	$20,000
Other income received	2021-12-31	$3,730
Net income (gross income less expenses)	2021-12-31	$2,747
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$23,039
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$20,292
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$983
2020 : WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,650
Expenses. Total of all expenses incurred	2020-12-31	$4,667
Benefits paid (including direct rollovers)	2020-12-31	$3,616
Total plan assets at end of year	2020-12-31	$20,292
Total plan assets at beginning of year	2020-12-31	$23,309
Value of fidelity bond covering the plan	2020-12-31	$20,000
Other income received	2020-12-31	$1,650
Net income (gross income less expenses)	2020-12-31	$-3,017
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$20,292
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$23,309
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,051
2019 : WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$3,264
Expenses. Total of all expenses incurred	2019-12-31	$4,011
Benefits paid (including direct rollovers)	2019-12-31	$3,243
Total plan assets at end of year	2019-12-31	$23,309
Total plan assets at beginning of year	2019-12-31	$24,056
Value of fidelity bond covering the plan	2019-12-31	$20,000
Other income received	2019-12-31	$3,264
Net income (gross income less expenses)	2019-12-31	$-747
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$23,309
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$24,056
Assets. Value of participant loans	2019-12-31	$9,500
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$768
2018 : WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-1,215
Expenses. Total of all expenses incurred	2018-12-31	$2,534
Benefits paid (including direct rollovers)	2018-12-31	$1,989
Total plan assets at end of year	2018-12-31	$24,056
Total plan assets at beginning of year	2018-12-31	$27,805
Value of fidelity bond covering the plan	2018-12-31	$20,000
Other income received	2018-12-31	$-1,215
Net income (gross income less expenses)	2018-12-31	$-3,749
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$24,056
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$27,805
Assets. Value of participant loans	2018-12-31	$9,500
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$545
2017 : WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$16,914
Expenses. Total of all expenses incurred	2017-12-31	$3,033
Benefits paid (including direct rollovers)	2017-12-31	$2,461
Total plan assets at end of year	2017-12-31	$27,805
Total plan assets at beginning of year	2017-12-31	$13,924
Value of fidelity bond covering the plan	2017-12-31	$20,000
Total contributions received or receivable from participants	2017-12-31	$9,124
Other income received	2017-12-31	$2,840
Net income (gross income less expenses)	2017-12-31	$13,881
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$27,805
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$13,924
Assets. Value of participant loans	2017-12-31	$9,500
Total contributions received or receivable from employer(s)	2017-12-31	$4,950
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$572
2016 : WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$13,932
Expenses. Total of all expenses incurred	2016-12-31	$8
Total plan assets at end of year	2016-12-31	$13,924
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$20,000
Total contributions received or receivable from participants	2016-12-31	$5,587
Contributions received from other sources (not participants or employers)	2016-12-31	$4,098
Other income received	2016-12-31	$461
Net income (gross income less expenses)	2016-12-31	$13,924
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$13,924
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$3,786
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8

Form 5500 Responses for WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN

2022: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WALLACE STRUCTURAL ENGINEERING RETIREMENT PLAN 2016 form 5500 responses
2016-03-15	Type of plan entity	Single employer plan
2016-03-15	First time form 5500 has been submitted	Yes
2016-03-15	Submission has been amended	No
2016-03-15	This submission is the final filing	No
2016-03-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-03-15	Plan is a collectively bargained plan	No
2016-03-15	Plan funding arrangement – Trust	Yes
2016-03-15	Plan benefit arrangement - Trust	Yes

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Company Name:	WALLACE STRUCTURAL ENGINEERING LLC
Employer identification number (EIN):	473470073
NAIC Classification:	541330
NAIC Description:	Engineering Services