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RICHARD H. WAGENER PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD H. WAGENER PROFIT SHARING PLAN
Plan identification number 001

RICHARD H. WAGENER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RICHARD H. WAGENER has sponsored the creation of one or more 401k plans.

Company Name:RICHARD H. WAGENER
Employer identification number (EIN):521114831
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD H. WAGENER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JULIANNA WAGENER2024-06-25
0012022-01-01JULIANNA WAGENER2023-06-13
0012021-01-01JULIANNA WAGENER2022-07-19
0012020-01-01JULIANNA WAGENER2021-08-20
0012019-01-01
0012018-01-01RICHARD H. WAGENER2019-08-02 RICHARD H. WAGENER2019-08-02
0012017-01-01RICHARD H. WAGENER2018-07-26 RICHARD H. WAGENER2018-07-26
0012016-01-01JULIANNA WAGENER2017-09-12
0012015-01-01JULIANNA WAGENER2016-09-20
0012014-01-01JULIANNA WAGENER2015-10-13
0012013-01-01JULIANNA WAGENER2014-09-02
0012012-01-01JULIANNA WAGENER2013-06-11
0012011-01-01JULIANNA WAGENER2012-09-25
0012010-01-01JULIANNA WAGENER2011-10-11

Financial Data on RICHARD H. WAGENER PROFIT SHARING PLAN

Measure Date Value
2025 : RICHARD H. WAGENER PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-100
Total liabilities as of the end of the plan year2025-06-100
Total liabilities as of the beginning of the plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-107788
Net assets as of the end of the plan year2025-06-101940649
Total assets as of the beginning of the plan year2025-06-101568638
Value of plan covered by a fidelity bond2025-06-10300000
Participant contributions to plan in this plan year2025-06-10114124
Other expenses paid from plan in this plan year2025-06-100
Other contributions to plan in this plan year2025-06-100
Other income to plan in this plan year2025-06-10235159
Plan net income in this plan year2025-06-10372011
Net assets as of the end of the plan year2025-06-101940649
Net assets as of the beginning of the plan year2025-06-101568638
Employer contributions to plan in this plan year2025-06-1030516
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-100
2024 : RICHARD H. WAGENER PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-25277632
Net assets as of the end of the plan year2024-06-251568638
Total assets as of the beginning of the plan year2024-06-251445237
Value of plan covered by a fidelity bond2024-06-25144524
Participant contributions to plan in this plan year2024-06-25112323
Other income to plan in this plan year2024-06-25263514
Plan net income in this plan year2024-06-25123401
Net assets as of the end of the plan year2024-06-251568638
Net assets as of the beginning of the plan year2024-06-251445237
Employer contributions to plan in this plan year2024-06-2525196
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-25200
2022 : RICHARD H. WAGENER PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-190
Total liabilities as of the end of the plan year2022-07-190
Total liabilities as of the beginning of the plan year2022-07-190
Total expenses incurred by plan in this plan year2022-07-194612999
Net assets as of the end of the plan year2022-07-191571500
Total assets as of the beginning of the plan year2022-07-194984821
Value of plan covered by a fidelity bond2022-07-19250000
Participant contributions to plan in this plan year2022-07-19155359
Other expenses paid from plan in this plan year2022-07-190
Other contributions to plan in this plan year2022-07-190
Other income to plan in this plan year2022-07-191015945
Plan net income in this plan year2022-07-19-3413321
Net assets as of the end of the plan year2022-07-191571500
Net assets as of the beginning of the plan year2022-07-194984821
Employer contributions to plan in this plan year2022-07-1928374
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-196188

Potentially related plans

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