2023 Form 5500 filing — A G Wassenaar Inc 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240618122700NAL0001639651001) for A G Wassenaar Inc 401(K) Profit Sharing Plan & Trust, reported by A G Wassenaar Inc under EIN 84-0740878 and plan number 003. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.2MReported net assets$7,150,101
Participants144
Provider compensation$23.5K1 Schedule C row(s)$23,526
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240618122700NAL0001639651001
Plan sponsor
A G Wassenaar Inc
EIN
84-0740878
Plan number
003
Location
Englewood, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$439.6K
Benefits paid / distributions$413.8K
Contributions
Employer$248.5K
Participant$504.1K
Full reported line items
Total assets (EOY)
$7,150,101
Total liabilities (EOY)
$0
Net assets (EOY)
$7,150,101
Employer contributions
$248,499
Participant contributions
$504,139
Total income / additions
$2,009,260
Benefits paid
$413,822
Administrative expenses
$25,751
Total expenses
$439,573
Net increase / (decrease)
$1,569,687
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $23.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240618122700NAL0001639651001 cover?
It is the 2023 Form 5500 filing for A G Wassenaar Inc 401(K) Profit Sharing Plan & Trust, reported by A G Wassenaar Inc (EIN 84-0740878).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages