Wagner Motor Sales And Subsidiaries 401(K) Plan — Form 5500 plan (Wagner & Wagner Auto Sales, Inc.)

Plain-English plan 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, Wagner Motor Sales And Subsidiaries 401(K) Plan is a benefit plan reported by Wagner & Wagner Auto Sales, Inc. under EIN 04-2378354 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $10,359,051 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wagner & Wagner Auto Sales, Inc.
EIN
04-2378354
Plan number
001
Plan type
2
Location
Shrewsbury, MA
Latest filing year
2023
Participants
246
End-of-year plan assets
$10,359,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20241015142141NAL0058092370001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,359,051
Total liabilities (EOY)
$6,333
Net assets (EOY)
$10,352,718
Net assets (BOY)
$8,387,757

Income & contributions

Employer contributions
$215,936
Participant contributions
$941,164
Total contributions
$1,275,299
Total income / additions
$2,426,194

Expenses & distributions

Benefits paid
$421,081
Administrative expenses
$33,572
Total expenses
$461,233
Net increase / (decrease)
$1,964,961

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Steward Partners InvestmentADVISOR$21,874not reported in the loaded dataset2023
WithumACCOUNTANT/AUDITOR$7,384not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,314$02023

Related Form 5500 pages