2023 Form 5500 filing — Wagner Hardwoods 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 20250227120729NAL0001016227001) for Wagner Hardwoods LLC 401(K) Retirement Plan, reported by Wagner Hardwoods LLC under EIN 16-1127121 and plan number 002. It reports 349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.2MReported net assets$21,228,477
Participants349
Provider compensation$134.8K2 Schedule C row(s)$134,844
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250227120729NAL0001016227001
- Plan sponsor
- Wagner Hardwoods LLC
- EIN
- 16-1127121
- Plan number
- 002
- Location
- Owego, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.2M total assets
Net assets$21.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,228,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,228,477
- Employer contributions
- $694,269
- Participant contributions
- $1,268,449
- Total income / additions
- $5,187,130
- Benefits paid
- $2,693,731
- Administrative expenses
- $84,645
- Total expenses
- $2,778,376
- Net increase / (decrease)
- $2,408,754
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,645 | $0 |
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISORY | $0 | $50,199 |