Wagstaff, 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, Wagstaff, Inc. (EIN 91-0722578) is a plan sponsor located in Spokane Valley, WA with 2 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
91-0722578
Location
Spokane Valley, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$116,746,512
Total reported net assets (EOY)
$116,746,512

Contributions & income

Employer contributions
$2,960,313
Participant contributions
$3,720,042
Total income / additions
$23,434,337

Expenses & distributions

Benefits paid / distributions
$7,032,316
Total expenses
$7,049,384
Net increase / (decrease)
$16,384,953

Coverage

Total reported participants
1,032
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

Wagstaff, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wagstaff, Inc. 401(K) Savings And Retirement Plan002589$116,746,5122023
Wagstaff, Inc. Employee Welfare Plan508443not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wagstaff, Inc.
YearPlanParticipantsSchedulesFiling
2023Wagstaff, Inc. 401(K) Savings And Retirement Plan589H, C20240903115805NAL0038824930001
2023Wagstaff, Inc. Employee Welfare Plan44320241122124935NAL0001698577001

Related Form 5500 pages