Van Wagner Group, LLC Retirement Savings Plan — Form 5500 plan (Van Wagner Group, 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, Van Wagner Group, LLC Retirement Savings Plan is a benefit plan reported by Van Wagner Group, LLC under EIN 47-1648255 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $32,387,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Van Wagner Group, LLC
EIN
47-1648255
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
300
End-of-year plan assets
$32,387,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20240813101859NAL0010460897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,387,390
Total liabilities (EOY)
$0
Net assets (EOY)
$32,387,390
Net assets (BOY)
$27,655,567

Income & contributions

Employer contributions
$544,897
Participant contributions
$1,048,891
Total contributions
$1,608,067
Total income / additions
$6,412,842

Expenses & distributions

Benefits paid
$1,628,296
Administrative expenses
$52,723
Total expenses
$1,681,019
Net increase / (decrease)
$4,731,823

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe Price Rps, IncRECORD KEEPER$24,292$02023
Alliant Insurance ServicesINVESTMENT ADVISOR$21,125$02023
Sentinel Benefits Group, LLCINVESTMENT ADVISOR$7,306$02023

Related Form 5500 pages