2023 Form 5500 filing — Wagstaff, Inc. 401(K) Savings And Retirement Plan
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 20240903115805NAL0038824930001) for Wagstaff, Inc. 401(K) Savings And Retirement Plan, reported by Wagstaff, Inc. under EIN 91-0722578 and plan number 002. It reports 589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903115805NAL0038824930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wagstaff, Inc.
- EIN
- 91-0722578
- Plan number
- 002
- Location
- Spokane Valley, WA
- Participants
- 589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,746,512
- Net assets (EOY)
- $116,746,512
- Employer contributions
- $2,960,313
- Participant contributions
- $3,720,042
- Total income / additions
- $23,434,337
- Benefits paid
- $7,032,316
- Administrative expenses
- $17,068
- Total expenses
- $7,049,384
- Net increase / (decrease)
- $16,384,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $15,536 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |