R & B Wagner, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, R & B Wagner, Inc. (EIN 39-0910046) is a plan sponsor located in Milwaukee, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-0910046
- Location
- Milwaukee, WI
- Loaded plans
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $49,465,696
- Total reported liabilities (EOY)
- $5,787,681
- Total reported net assets (EOY)
- $43,678,015
Contributions & income
- Employer contributions
- $1,185,937
- Participant contributions
- $1,014,457
- Total income / additions
- $7,733,734
Expenses & distributions
- Benefits paid / distributions
- $3,243,279
- Total expenses
- $3,537,031
- Net increase / (decrease)
- $4,196,703
Coverage
- Total reported participants
- 724
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Wagner Companies Retirement Plan | 003 | 197 | $29,055,660 | 2023 |
| R & B Wagner, Inc. Employee Stock Ownership Plan | 004 | 142 | $20,410,036 | 2023 |
| R&B Wagner, Inc. Employee Welfare Benefit Plan | 501 | 140 | not reported in the loaded dataset | 2023 |
| R&B Wagner, Inc. Vision Plan | 505 | 130 | not reported in the loaded dataset | 2023 |
| R&B Wagner, Inc. Health Stop Loss | 503 | 115 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | R & B Wagner, Inc. Employee Stock Ownership Plan | 142 | H | 20240821132256NAL0002407971001 |
| 2023 | The Wagner Companies Retirement Plan | 197 | H, C | 20240822152102NAL0010950802001 |
| 2023 | R&B Wagner, Inc. Employee Welfare Benefit Plan | 140 | — | 20250115152314NAL0034515280001 |
| 2023 | R&B Wagner, Inc. Vision Plan | 130 | — | 20250115153716NAL0021914017001 |
| 2023 | R&B Wagner, Inc. Health Stop Loss | 115 | — | 20250115154205NAL0034560976001 |