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RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

RICHARD E. M. WAGNER, M. D. , INC. 401(K) 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
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RICHARD E. M. WAGNER, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD E. M. WAGNER, M.D., INC.
Employer identification number (EIN):770399749
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01RICHARD E. M. WAGNER2016-10-06

Plan Statistics for RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-3015
Total number of particpants at end of year2025-09-307
Number of Participants With Account Balances2025-09-307
2024: RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-3018
Total number of particpants at end of year2024-09-3015
Number of Participants With Account Balances2024-09-3015
2022: RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1016
Total number of particpants at end of year2022-10-1015
Number of Participants With Account Balances2022-10-1015

Financial Data on RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-30262010
Net assets as of the end of the plan year2025-09-30102025
Total assets as of the beginning of the plan year2025-09-30314214
Participant contributions to plan in this plan year2025-09-300
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-3049821
Plan net income in this plan year2025-09-30-212189
Net assets as of the end of the plan year2025-09-30102025
Net assets as of the beginning of the plan year2025-09-30314214
Employer contributions to plan in this plan year2025-09-300
Fees paid to broker by Benefit Provider2025-09-301366
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-300
2024 : RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-300
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-30180653
Net assets as of the end of the plan year2024-09-30314214
Total assets as of the beginning of the plan year2024-09-30429816
Participant contributions to plan in this plan year2024-09-3012649
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-3049780
Plan net income in this plan year2024-09-30-115602
Net assets as of the end of the plan year2024-09-30314214
Net assets as of the beginning of the plan year2024-09-30429816
Employer contributions to plan in this plan year2024-09-302622
Fees paid to broker by Benefit Provider2024-09-30564
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-300
2022 : RICHARD E. M. WAGNER, M. D. , INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-101559
Net assets as of the end of the plan year2022-10-10442788
Total assets as of the beginning of the plan year2022-10-10321553
Value of plan covered by a fidelity bond2022-10-10500000
Participant contributions to plan in this plan year2022-10-1042231
Other expenses paid from plan in this plan year2022-10-100
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-1034721
Plan net income in this plan year2022-10-10121235
Net assets as of the end of the plan year2022-10-10442788
Net assets as of the beginning of the plan year2022-10-10321553
Employer contributions to plan in this plan year2022-10-1045842
Fees paid to broker by Benefit Provider2022-10-10370
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-100

Potentially related plans

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