Wagner Equipment Co. — 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, Wagner Equipment Co. (EIN 84-0703569) is a plan sponsor located in Aurora, CO 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
84-0703569
Location
Aurora, CO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$250,169,723
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$250,169,723

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
3,144
Plans with financial statements
1
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

Wagner Equipment Co. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wagner Equipment Co. Retirement Savings Plan0021,958$250,169,7232023
Wagner Equipment Co. Self-Funded Medical Plan5011,186not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wagner Equipment Co.
YearPlanParticipantsSchedulesFiling
2023Wagner Equipment Co. Self-Funded Medical Plan1,18620240614161850NAL0066376498001
2023Wagner Equipment Co. Retirement Savings Plan1,958H, C20240911164052NAL0003780899001

Related Form 5500 pages