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GARY L. WAGEMAN PC 401(K) PLAN 401k Plan overview

Plan NameGARY L. WAGEMAN PC 401(K) PLAN
Plan identification number 001

GARY L. WAGEMAN PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

GARY L. WAGEMAN PC has sponsored the creation of one or more 401k plans.

Company Name:GARY L. WAGEMAN PC
Employer identification number (EIN):810515889
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY L. WAGEMAN PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GARY L. WAGEMAN2024-05-02 ANNETTE WAGEMAN2024-05-02
0012022-01-01GARY L. WAGEMAN2023-07-25 ANNETTE WAGEMAN2023-07-26
0012021-01-01GARY L. WAGEMAN2022-06-29 ANNETTE WAGEMAN2022-06-29
0012020-01-01GARY L. WAGEMAN2021-06-28 ANNETTE WAGEMAN2021-06-28
0012019-01-01GARY L. WAGEMAN2020-09-02 ANNETTE WAGEMAN2020-09-02
0012018-01-01GARY L. WAGEMAN2019-07-26 ANNETTE WAGEMAN2019-07-26
0012017-01-01GARY L. WAGEMAN2018-07-08 ANNETTE WAGEMAN2018-07-08
0012016-01-01GARY L. WAGEMAN2017-07-26 ANNETTE WAGEMAN2017-07-26
0012015-01-01GARY L. WAGEMAN2017-10-16
0012014-01-01GARY L. WAGEMAN2017-10-16
0012013-01-01GARY L. WAGEMAN2017-10-16
0012012-01-01GARY L. WAGEMAN2017-10-16
0012011-01-01GARY L. WAGEMAN2017-10-16
0012010-10-01GARY L. WAGEMAN2017-10-16

Plan Statistics for GARY L. WAGEMAN PC 401(K) PLAN

401k plan membership statisitcs for GARY L. WAGEMAN PC 401(K) PLAN

Measure Date Value
2025: GARY L. WAGEMAN PC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-105
Total number of particpants at end of year2025-10-105
Number of Participants With Account Balances2025-10-105
2024: GARY L. WAGEMAN PC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-025
Total number of particpants at end of year2024-05-025
Number of Participants With Account Balances2024-05-025
2022: GARY L. WAGEMAN PC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-294
Total number of particpants at end of year2022-06-294
Number of Participants With Account Balances2022-06-294

Financial Data on GARY L. WAGEMAN PC 401(K) PLAN

Measure Date Value
2025 : GARY L. WAGEMAN PC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-10193819
Net assets as of the end of the plan year2025-10-102143985
Total assets as of the beginning of the plan year2025-10-102066971
Value of plan covered by a fidelity bond2025-10-10300000
Participant contributions to plan in this plan year2025-10-1027484
Value of participant loans at end of plan year2025-10-100
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10236237
Plan net income in this plan year2025-10-1077014
Net assets as of the end of the plan year2025-10-102143985
Net assets as of the beginning of the plan year2025-10-102066971
Employer contributions to plan in this plan year2025-10-107112
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-103819
2024 : GARY L. WAGEMAN PC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-020
Net assets as of the end of the plan year2024-05-022066971
Total assets as of the beginning of the plan year2024-05-021641222
Value of plan covered by a fidelity bond2024-05-02200000
Participant contributions to plan in this plan year2024-05-0271141
Other expenses paid from plan in this plan year2024-05-020
Other contributions to plan in this plan year2024-05-020
Other income to plan in this plan year2024-05-02333729
Plan net income in this plan year2024-05-02425749
Net assets as of the end of the plan year2024-05-022066971
Net assets as of the beginning of the plan year2024-05-021641222
Employer contributions to plan in this plan year2024-05-0220879
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-020
2022 : GARY L. WAGEMAN PC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-290
Net assets as of the end of the plan year2022-06-291992650
Total assets as of the beginning of the plan year2022-06-291616426
Value of plan covered by a fidelity bond2022-06-29500000
Participant contributions to plan in this plan year2022-06-2968478
Other income to plan in this plan year2022-06-29234487
Plan net income in this plan year2022-06-29376224
Net assets as of the end of the plan year2022-06-291992650
Net assets as of the beginning of the plan year2022-06-291616426
Employer contributions to plan in this plan year2022-06-2973259
Fees paid to broker by Benefit Provider2022-06-297693

Potentially related plans

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