2023 Form 5500 filing — Wagner Industries, LLC 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 20240910145547NAL0003587795001) for Wagner Industries, LLC 401(K) Retirement Plan, reported by Wagner Industries, LLC under EIN 44-0595244 and plan number 001. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910145547NAL0003587795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wagner Industries, LLC
- EIN
- 44-0595244
- Plan number
- 001
- Location
- North Kansas City, MO
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,925,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,925,315
- Employer contributions
- $362,125
- Participant contributions
- $1,116,464
- Total income / additions
- $2,685,949
- Benefits paid
- $901,993
- Administrative expenses
- $57,161
- Total expenses
- $993,582
- Net increase / (decrease)
- $1,692,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,217 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $15,000 | not reported in the loaded dataset |