2023 Form 5500 filing — Wagner Motor Sales And Subsidiaries 401(K) 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 20241015142141NAL0058092370001) for Wagner Motor Sales And Subsidiaries 401(K) Plan, reported by Wagner & Wagner Auto Sales, Inc. under EIN 04-2378354 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142141NAL0058092370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wagner & Wagner Auto Sales, Inc.
- EIN
- 04-2378354
- Plan number
- 001
- Location
- Shrewsbury, MA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,359,051
- Total liabilities (EOY)
- $6,333
- Net assets (EOY)
- $10,352,718
- Employer contributions
- $215,936
- Participant contributions
- $941,164
- Total income / additions
- $2,426,194
- Benefits paid
- $421,081
- Administrative expenses
- $33,572
- Total expenses
- $461,233
- Net increase / (decrease)
- $1,964,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steward Partners Investment | ADVISOR | $21,874 | not reported in the loaded dataset |
| Withum | ACCOUNTANT/AUDITOR | $7,384 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,314 | $0 |