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, Wagstaff, Inc. 401(K) Savings And Retirement Plan is a benefit plan reported by Wagstaff, Inc. under EIN 91-0722578 and plan number 002. The latest loaded filing year is 2023. The filing reports 589 participants and $116,746,512 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,746,512
- Net assets (EOY)
- $116,746,512
- Net assets (BOY)
- $100,361,559
Income & contributions
- Employer contributions
- $2,960,313
- Participant contributions
- $3,720,042
- Total contributions
- $6,742,105
- Total income / additions
- $23,434,337
Expenses & distributions
- Benefits paid
- $7,032,316
- Administrative expenses
- $17,068
- Total expenses
- $7,049,384
- Net increase / (decrease)
- $16,384,953