2023 Form 5500 filing — Cummins-Wagner Company, Inc. 401(K) Retirement 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 20240906104515NAL0000977217001) for Cummins-Wagner Company, Inc. 401(K) Retirement Plan, reported by Cummins-Wagner Company, Inc. under EIN 52-0749021 and plan number 003. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906104515NAL0000977217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cummins-Wagner Company, Inc.
- EIN
- 52-0749021
- Plan number
- 003
- Location
- Annapolis Junction, MD
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,389,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,389,233
- Employer contributions
- $194,488
- Participant contributions
- $1,344,446
- Total income / additions
- $3,947,049
- Benefits paid
- $1,705,647
- Administrative expenses
- $35,083
- Total expenses
- $1,765,028
- Net increase / (decrease)
- $2,182,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,678 | $0 |
| Snowden Capital Advisors LLC | ADVISOR | $7,405 | not reported in the loaded dataset |