Cummins-Wagner Company, Inc. 401(K) Retirement Plan — Form 5500 plan (Cummins-Wagner Company, 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, Cummins-Wagner Company, Inc. 401(K) Retirement Plan is a benefit plan reported by Cummins-Wagner Company, Inc. under EIN 52-0749021 and plan number 003. The latest loaded filing year is 2023. The filing reports 282 participants and $14,389,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cummins-Wagner Company, Inc.
EIN
52-0749021
Plan number
003
Plan type
2
Location
Annapolis Junction, MD
Latest filing year
2023
Participants
282
End-of-year plan assets
$14,389,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20240906104515NAL0000977217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,389,233
Total liabilities (EOY)
$0
Net assets (EOY)
$14,389,233
Net assets (BOY)
$12,207,212

Income & contributions

Employer contributions
$194,488
Participant contributions
$1,344,446
Total contributions
$1,825,588
Total income / additions
$3,947,049

Expenses & distributions

Benefits paid
$1,705,647
Administrative expenses
$35,083
Total expenses
$1,765,028
Net increase / (decrease)
$2,182,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,678$02023
Snowden Capital Advisors LLCADVISOR$7,405not reported in the loaded dataset2023

Related Form 5500 pages