Plan5500

The Wagner Companies Retirement Plan — Form 5500 plan (R & B Wagner, 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 Wagner Companies Retirement Plan is a benefit plan reported by R & B Wagner, Inc. under EIN 39-0910046 and plan number 003. The latest loaded filing year is 2023. The filing reports 197 participants and $29,055,660 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R & B Wagner, Inc.
EIN
39-0910046
Plan number
003
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
197
End-of-year plan assets
$29,055,660

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20240822152102NAL0010950802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,055,660
Total liabilities (EOY)
$0
Net assets (EOY)
$29,055,660
Net assets (BOY)
$26,566,523

Income & contributions

Employer contributions
$222,411
Participant contributions
$1,014,457
Total contributions
$1,659,843
Total income / additions
$5,289,689

Expenses & distributions

Benefits paid
$2,715,980
Administrative expenses
$79,605
Total expenses
$2,800,552
Net increase / (decrease)
$2,489,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Francis Investment Counsel, LLCADVISOR$62,240not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$17,365$02023

Related Form 5500 pages