Wagstaff Llp 401(K) Profit Sharing Plan — Form 5500 plan (Wagstaff Llp)
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, Wagstaff Llp 401(K) Profit Sharing Plan is a benefit plan reported by Wagstaff Llp under EIN 75-0875000 and plan number 002. The latest loaded filing year is 2023. The filing reports 22 participants and $7,936,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wagstaff Llp
- EIN
- 75-0875000
- Plan number
- 002
- Plan type
- 2
- Location
- Abilene, TX
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $7,936,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20241011174534NAL0012823971001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,936,779
- Net assets (EOY)
- $7,936,779
- Net assets (BOY)
- $7,099,473
Income & contributions
- Employer contributions
- $199,189
- Participant contributions
- $152,350
- Total income / additions
- $1,039,863
Expenses & distributions
- Benefits paid
- $138,451
- Administrative expenses
- $60,482
- Total expenses
- $202,557
- Net increase / (decrease)
- $837,306
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.