Wago Corporation 401(K) Plan — Form 5500 plan (Wago Corporation)
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, Wago Corporation 401(K) Plan is a benefit plan reported by Wago Corporation under EIN 39-1329208 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $60,003,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wago Corporation
- EIN
- 39-1329208
- Plan number
- 001
- Plan type
- 2
- Location
- Germantown, WI
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $60,003,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20240815131523NAL0027901906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,003,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,003,142
- Net assets (BOY)
- $50,236,056
Income & contributions
- Employer contributions
- $1,494,251
- Participant contributions
- $2,665,359
- Total contributions
- $4,220,491
- Total income / additions
- $13,451,098
Expenses & distributions
- Benefits paid
- $3,619,928
- Administrative expenses
- $64,084
- Total expenses
- $3,684,012
- Net increase / (decrease)
- $9,767,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $55,850 | not reported in the loaded dataset | 2023 |
| Oneamerica Investment Adv Services | NONE | $8,234 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wago Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Germantown, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Oneamerica Investment Adv Services — Schedule C compensation
- Matrix Trust Company — Schedule C compensation