Wagner Industries, LLC 401(K) Retirement Plan — Form 5500 plan (Wagner Industries, LLC)

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 Industries, LLC 401(K) Retirement Plan is a benefit plan reported by Wagner Industries, LLC under EIN 44-0595244 and plan number 001. The latest loaded filing year is 2023. The filing reports 517 participants and $8,925,315 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wagner Industries, LLC
EIN
44-0595244
Plan number
001
Plan type
2
Location
North Kansas City, MO
Latest filing year
2023
Participants
517
End-of-year plan assets
$8,925,315

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023517H, C20240910145547NAL0003587795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,925,315
Total liabilities (EOY)
$0
Net assets (EOY)
$8,925,315
Net assets (BOY)
$7,232,948

Income & contributions

Employer contributions
$362,125
Participant contributions
$1,116,464
Total contributions
$1,478,589
Total income / additions
$2,685,949

Expenses & distributions

Benefits paid
$901,993
Administrative expenses
$57,161
Total expenses
$993,582
Net increase / (decrease)
$1,692,367

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$39,217$02023
Resources Investment Advisors LLCADVISOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages