Plan5500

Wagner-Meinert, LLC 401(K) Plan — Form 5500 plan (Wagner-Meinert, LLC)

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-Meinert, LLC 401(K) Plan is a benefit plan reported by Wagner-Meinert, LLC under EIN 45-3040924 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $13,826,424 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wagner-Meinert, LLC
EIN
45-3040924
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
142
End-of-year plan assets
$13,826,424

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240918111345NAL0007635856001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,826,424
Total liabilities (EOY)
$0
Net assets (EOY)
$13,826,424
Net assets (BOY)
$12,139,851

Income & contributions

Employer contributions
$357,122
Participant contributions
$712,862
Total contributions
$1,074,362
Total income / additions
$3,348,241

Expenses & distributions

Benefits paid
$1,603,660
Administrative expenses
$58,008
Total expenses
$1,661,668
Net increase / (decrease)
$1,686,573

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sym Financial AdvisorsNONE$44,821not reported in the loaded dataset2023
Riversedge Adv. Ret. Solutions, LLCNONE$9,976not reported in the loaded dataset2023

Related Form 5500 pages