Plan5500

R. W. Warner, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (R. W. Warner, 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, R. W. Warner, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by R. W. Warner, Inc. under EIN 52-0846460 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $8,763,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R. W. Warner, Inc.
EIN
52-0846460
Plan number
001
Plan type
2
Location
Frederick, MD
Latest filing year
2023
Participants
351
End-of-year plan assets
$8,763,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20241015150918NAL0016710179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,763,477
Total liabilities (EOY)
$0
Net assets (EOY)
$8,763,477
Net assets (BOY)
$7,670,561

Income & contributions

Employer contributions
$45,797
Participant contributions
$688,879
Total contributions
$734,676
Total income / additions
$1,904,068

Expenses & distributions

Benefits paid
$734,837
Administrative expenses
$47,400
Total expenses
$811,152
Net increase / (decrease)
$1,092,916

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsNONE$24,514not reported in the loaded dataset2023
Ellin And TuckerNONE$14,000not reported in the loaded dataset2023
Morgan StanleyNONE$8,011not reported in the loaded dataset2023

Related Form 5500 pages