Plan5500

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan And Trust — Form 5500 plan (H & M Wagner & Sons, 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, H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan And Trust is a benefit plan reported by H & M Wagner & Sons, Inc. under EIN 52-0981891 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $10,381,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H & M Wagner & Sons, Inc.
EIN
52-0981891
Plan number
001
Plan type
2
Location
Glen Burnie, MD
Latest filing year
2023
Participants
151
End-of-year plan assets
$10,381,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20250714114423NAL0000988465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,381,786
Total liabilities (EOY)
$20,558
Net assets (EOY)
$10,361,228
Net assets (BOY)
$8,149,662

Income & contributions

Employer contributions
$278,443
Participant contributions
$736,879
Total contributions
$1,042,029
Total income / additions
$2,963,512

Expenses & distributions

Benefits paid
$678,954
Administrative expenses
$72,992
Total expenses
$751,946
Net increase / (decrease)
$2,211,566

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesFINANCIAL ADVISORS$23,039not reported in the loaded dataset2023
John Hancock Life Insurance CoRECORDKEEPER$2,091$02023

Related Form 5500 pages