Wagner Equipment Co. Retirement Savings Plan — Form 5500 plan (Wagner Equipment Co.)

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 Equipment Co. Retirement Savings Plan is a benefit plan reported by Wagner Equipment Co. under EIN 84-0703569 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,958 participants and $250,169,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wagner Equipment Co.
EIN
84-0703569
Plan number
002
Plan type
2
Location
Aurora, CO
Latest filing year
2023
Participants
1,958
End-of-year plan assets
$250,169,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,958H, C20240911164052NAL0003780899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$250,169,723
Total liabilities (EOY)
$0
Net assets (EOY)
$250,169,723
Net assets (BOY)
$215,094,843

Income & contributions

Employer contributions
$9,735,882
Participant contributions
$12,061,180
Total contributions
$22,643,821
Total income / additions
$55,390,735

Expenses & distributions

Benefits paid
$20,191,089
Administrative expenses
$124,766
Total expenses
$20,315,855
Net increase / (decrease)
$35,074,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$124,765$02023

Related Form 5500 pages