2023 Form 5500 filing — E.S. Wagner Company Profit Sharing Plan And 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 20240916145444NAL0001124675001) for E.S. Wagner Company Profit Sharing Plan And Trust, reported by E.S. Wagner Company under EIN 34-0907180 and plan number 002. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916145444NAL0001124675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E.S. Wagner Company
- EIN
- 34-0907180
- Plan number
- 002
- Location
- Oregon, OH
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,690,195
- Net assets (EOY)
- $19,690,195
- Employer contributions
- $406,260
- Participant contributions
- $951,786
- Total income / additions
- $4,627,399
- Benefits paid
- $2,557,703
- Administrative expenses
- $66,439
- Total expenses
- $2,624,142
- Net increase / (decrease)
- $2,003,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | NONE | $32,530 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $20,019 | not reported in the loaded dataset |
| William Vaughan Company | NONE | $13,890 | not reported in the loaded dataset |