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, Falconer, And Judd Ltd Profit Sharing Plan And Trust is a benefit plan reported by Wagner, Falconer, And Judd, Ltd. under EIN 41-0984139 and plan number 004. The latest loaded filing year is 2023. The filing reports 120 participants and $5,055,654 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,055,654
- Net assets (EOY)
- $5,055,654
- Net assets (BOY)
- $5,319,714
Income & contributions
- Employer contributions
- $110,720
- Participant contributions
- $204,457
- Total contributions
- $315,177
- Total income / additions
- $985,585
Expenses & distributions
- Benefits paid
- $1,177,804
- Administrative expenses
- $71,841
- Total expenses
- $1,249,645
- Net increase / (decrease)
- -$264,060