R & B Wagner, Inc. Employee Stock Ownership 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, R & B Wagner, Inc. Employee Stock Ownership Plan is a benefit plan reported by R&B Wagner, Inc. under EIN 39-0910046 and plan number 004. The latest loaded filing year is 2023. The filing reports 142 participants and $20,410,036 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
- 004
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $20,410,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H | 20240821132256NAL0002407971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,410,036
- Total liabilities (EOY)
- $5,787,681
- Net assets (EOY)
- $14,622,355
- Net assets (BOY)
- $12,914,789
Income & contributions
- Employer contributions
- $963,526
- Total contributions
- $963,526
- Total income / additions
- $2,444,045
Expenses & distributions
- Benefits paid
- $527,299
- Administrative expenses
- $145
- Total expenses
- $736,479
- Net increase / (decrease)
- $1,707,566
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.