The Profit Sharing And Retirement Plan Of Wagman, Inc. — Form 5500 plan (Wagman Inc.)
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, The Profit Sharing And Retirement Plan Of Wagman, Inc. is a benefit plan reported by Wagman Inc. under EIN 23-2200489 and plan number 001. The latest loaded filing year is 2023. The filing reports 627 participants and $80,469,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wagman Inc.
- EIN
- 23-2200489
- Plan number
- 001
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 627
- End-of-year plan assets
- $80,469,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 627 | H, C | 20240910133931NAL0006932737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,469,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,469,645
- Net assets (BOY)
- $65,478,080
Income & contributions
- Employer contributions
- $6,838,283
- Participant contributions
- $2,931,716
- Total contributions
- $9,847,042
- Total income / additions
- $20,725,811
Expenses & distributions
- Benefits paid
- $5,566,558
- Administrative expenses
- $146,586
- Total expenses
- $5,734,246
- Net increase / (decrease)
- $14,991,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $133,544 | $0 | 2023 |
| Mckonly & Asbury | NONE | $11,440 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $5,965 | not reported in the loaded dataset | 2023 |
| Sageworth Trust Company | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Mcnees Wallace & Nurick LLC | NONE | $387 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wagman Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- The Vanguard Group, Inc. — Schedule C compensation
- Mckonly & Asbury — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Sageworth Trust Company — Schedule C compensation
- Mcnees Wallace & Nurick LLC — Schedule C compensation