Wagner Hardwoods LLC 401(K) Retirement Plan — Form 5500 plan (Wagner Hardwoods LLC)
Plain-English plan 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, Wagner Hardwoods LLC 401(K) Retirement Plan is a benefit plan reported by Wagner Hardwoods LLC under EIN 16-1595297 and plan number 002. The latest loaded filing year is 2023. The filing reports 349 participants and $21,228,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wagner Hardwoods LLC
- EIN
- 16-1595297
- Plan number
- 002
- Plan type
- 2
- Location
- Owego, NY
- Latest filing year
- 2023
- Participants
- 349
- End-of-year plan assets
- $21,228,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 349 | H, C | 20251003162447NAL0003773954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,228,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,228,477
- Net assets (BOY)
- $18,819,723
Income & contributions
- Employer contributions
- $694,269
- Participant contributions
- $1,268,449
- Total contributions
- $2,046,011
- Total income / additions
- $5,187,130
Expenses & distributions
- Benefits paid
- $2,693,731
- Administrative expenses
- $84,645
- Total expenses
- $2,778,376
- Net increase / (decrease)
- $2,408,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,645 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISORY | $0 | $50,199 | 2023 |