David L. Wallace and Associates, P.A.

North Carolina
Registered In
04/27/2017
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

David L. Wallace and Associates, P.A. in Dunedin, FL was registered on 04/27/2017. It is listed at 542 Douglas Ave, Dunedin, FL 34698.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Professional Corporation
Status
Current-Active
Registration Type
Foreign
Foreign Jurisdiction
Florida
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People

Incorp Services, Inc. Registered Agent
176 MINE LAKE CT STE 100, RALEIGH, NC 27615

Map & Locations

542 DOUGLAS AVE, DUNEDIN, FL 34698 View Map
176 MINE LAKE CT STE 100, RALEIGH, NC 27615 (Mailing) View Map

Financials

Financial Information for David L. Wallace and Associates, P.A.

Form 5500

DAVID L. WALLACE AND ASSOCIATES, P.A.

542 Douglas Avenue, Dunedin, FL 34698 (727) 736-6000 EIN:59-3315453 Plan Admin:Joan Wallace
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameDAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING Plan #003 Participants BOY/EOY34 / 34 Assets BOY/EOY$842,905 / $1,141,711 2023 DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING - Plan #003 34 / 34 $842,905 / $1,141,711
2022 Plan NameDAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING Plan #003 Participants BOY/EOY36 / 34 Assets BOY/EOY$930,546 / $842,905 2022 DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING - Plan #003 36 / 34 $930,546 / $842,905
2021 Plan NameDAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING Plan #003 Participants BOY/EOY28 / 35 Assets BOY/EOY$734,934 / $930,546 2021 DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING - Plan #003 28 / 35 $734,934 / $930,546
2020 Plan NameDAVID L. WALLACE & ASSOC 401(K) PROFIT SHARING PLA Plan #003 Participants BOY/EOY40 / 38 Assets BOY/EOY$613,444 / $734,934 2020 DAVID L. WALLACE & ASSOC 401(K) PROFIT SHARING PLA - Plan #003 40 / 38 $613,444 / $734,934
2019 Plan NameDAVID L. WALLACE & ASSOC 401(K) PROFIT SHARING PLA Plan #003 Participants BOY/EOY37 / 37 Assets BOY/EOY$466,142 / $613,444 2019 DAVID L. WALLACE & ASSOC 401(K) PROFIT SHARING PLA - Plan #003 37 / 37 $466,142 / $613,444
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor
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