Hoeppner Wagner And Evans Llp Savings And Investment Plan — Form 5500 plan (Hoeppner Wagner And Evans Llp)
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, Hoeppner Wagner And Evans Llp Savings And Investment Plan is a benefit plan reported by Hoeppner Wagner And Evans Llp under EIN 35-1380768 and plan number 001. The latest loaded filing year is 2023. The filing reports 28 participants and $5,959,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoeppner Wagner And Evans Llp
- EIN
- 35-1380768
- Plan number
- 001
- Plan type
- 2
- Location
- Valparaiso, IN
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $5,959,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20240624092323NAL0008025568001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,959,049
- Net assets (EOY)
- $5,959,049
- Net assets (BOY)
- $5,398,582
Income & contributions
- Employer contributions
- $40,111
- Participant contributions
- $207,750
- Total income / additions
- $1,209,277
Expenses & distributions
- Benefits paid
- $621,732
- Administrative expenses
- $27,078
- Total expenses
- $648,810
- Net increase / (decrease)
- $560,467
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.