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 20251003162447NAL0003773954001) for Wagner Hardwoods LLC 401(K) Retirement Plan, reported by Wagner Hardwoods LLC under EIN 16-1595297 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).
- EFAST2 acknowledgement
- 20251003162447NAL0003773954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wagner Hardwoods LLC
- EIN
- 16-1595297
- Plan number
- 002
- Location
- Owego, NY
- Participants
- 349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- 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
- Schedule source
- Schedule H
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 |