2023 Form 5500 filing — Hoeppner Wagner And Evans Llp Savings And Investment Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624092323NAL0008025568001) for Hoeppner Wagner And Evans Llp Savings And Investment Plan, reported by Hoeppner Wagner And Evans Llp under EIN 35-1380768 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240624092323NAL0008025568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hoeppner Wagner And Evans Llp
- EIN
- 35-1380768
- Plan number
- 001
- Location
- Valparaiso, IN
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,959,049
- Net assets (EOY)
- $5,959,049
- Employer contributions
- $40,111
- Participant contributions
- $207,750
- Total income / additions
- $1,209,277
- Benefits paid
- $621,732
- Administrative expenses
- $27,078
- Total expenses
- $648,810
- Net increase / (decrease)
- $560,467
- Schedule source
- Schedule I