Rate Wagon Retirement Plan — Form 5500 plan (Rate Wagon, 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, Rate Wagon Retirement Plan is a benefit plan reported by Rate Wagon, Inc. under EIN 83-0961345 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $203,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rate Wagon, Inc.
- EIN
- 83-0961345
- Plan number
- 001
- Plan type
- 2
- Location
- Hanceville, AL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $203,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241010105925NAL0009932627001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $203,552
- Net assets (EOY)
- $203,552
- Net assets (BOY)
- $129,178
Income & contributions
- Total income / additions
- $74,374
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $74,374
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.