E.S. Wagner Company Profit Sharing Plan And Trust — Form 5500 plan (E.S. Wagner Company)
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, E.S. Wagner Company Profit Sharing Plan And Trust is a benefit plan reported by E.S. Wagner Company under EIN 34-0907180 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $19,690,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E.S. Wagner Company
- EIN
- 34-0907180
- Plan number
- 002
- Plan type
- 2
- Location
- Oregon, OH
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $19,690,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240916145444NAL0001124675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,690,195
- Net assets (EOY)
- $19,690,195
- Net assets (BOY)
- $17,686,938
Income & contributions
- Employer contributions
- $406,260
- Participant contributions
- $951,786
- Total contributions
- $1,539,397
- Total income / additions
- $4,627,399
Expenses & distributions
- Benefits paid
- $2,557,703
- Administrative expenses
- $66,439
- Total expenses
- $2,624,142
- Net increase / (decrease)
- $2,003,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | NONE | $32,530 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $20,019 | not reported in the loaded dataset | 2023 |
| William Vaughan Company | NONE | $13,890 | not reported in the loaded dataset | 2023 |