2023 Form 5500 filing — Wagner-Meinert, LLC 401(K) 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 20240918111345NAL0007635856001) for Wagner-Meinert, LLC 401(K) Plan, reported by Wagner-Meinert, LLC under EIN 45-3040924 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918111345NAL0007635856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wagner-Meinert, LLC
- EIN
- 45-3040924
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,826,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,826,424
- Employer contributions
- $357,122
- Participant contributions
- $712,862
- Total income / additions
- $3,348,241
- Benefits paid
- $1,603,660
- Administrative expenses
- $58,008
- Total expenses
- $1,661,668
- Net increase / (decrease)
- $1,686,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Advisors | NONE | $44,821 | not reported in the loaded dataset |
| Riversedge Adv. Ret. Solutions, LLC | NONE | $9,976 | not reported in the loaded dataset |