2023 Form 5500 filing — The Profit Sharing And Retirement Plan Of Wagman, Inc.
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 20240910133931NAL0006932737001) for The Profit Sharing And Retirement Plan Of Wagman, Inc., reported by Wagman Inc. under EIN 23-2200489 and plan number 001. It reports 627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910133931NAL0006932737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wagman Inc.
- EIN
- 23-2200489
- Plan number
- 001
- Location
- York, PA
- Participants
- 627
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,469,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,469,645
- Employer contributions
- $6,838,283
- Participant contributions
- $2,931,716
- Total income / additions
- $20,725,811
- Benefits paid
- $5,566,558
- Administrative expenses
- $146,586
- Total expenses
- $5,734,246
- Net increase / (decrease)
- $14,991,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $133,544 | $0 |
| Mckonly & Asbury | NONE | $11,440 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $5,965 | not reported in the loaded dataset |
| Sageworth Trust Company | NONE | $5,000 | not reported in the loaded dataset |
| Mcnees Wallace & Nurick LLC | NONE | $387 | not reported in the loaded dataset |