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WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 401k Plan overview

Plan NameWAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN
Plan identification number 001

WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WAGNER & WAGNER PROFESSIONAL CORP. has sponsored the creation of one or more 401k plans.

Company Name:WAGNER & WAGNER PROFESSIONAL CORP.
Employer identification number (EIN):941695643
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01JAMES F. WAGNER
0012013-01-01JAMES F. WAGNER
0012012-01-01JAMES F. WAGNER
0012011-01-01JAMES F WAGNER
0012009-01-01JAMES F WAGNER

Plan Statistics for WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN

401k plan membership statisitcs for WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN

Measure Date Value
2014: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
2013: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
2012: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
2011: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2009: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN

Measure Date Value
2014 : WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$336,400
Expenses. Total of all expenses incurred2014-12-31$119,521
Benefits paid (including direct rollovers)2014-12-31$86,000
Total plan assets at end of year2014-12-31$4,146,850
Total plan assets at beginning of year2014-12-31$3,929,971
Expenses. Other expenses not covered elsewhere2014-12-31$33,521
Other income received2014-12-31$272,347
Net income (gross income less expenses)2014-12-31$216,879
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,146,850
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,929,971
Total contributions received or receivable from employer(s)2014-12-31$64,053
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$555,085
Expenses. Total of all expenses incurred2013-12-31$97,623
Benefits paid (including direct rollovers)2013-12-31$78,000
Total plan assets at end of year2013-12-31$3,929,971
Total plan assets at beginning of year2013-12-31$3,472,509
Expenses. Other expenses not covered elsewhere2013-12-31$19,623
Other income received2013-12-31$491,078
Net income (gross income less expenses)2013-12-31$457,462
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,929,971
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,472,509
Assets. Value of participant loans2013-12-31$35,859
Total contributions received or receivable from employer(s)2013-12-31$64,007
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$389,512
Expenses. Total of all expenses incurred2012-12-31$98,768
Benefits paid (including direct rollovers)2012-12-31$73,000
Total plan assets at end of year2012-12-31$3,472,509
Total plan assets at beginning of year2012-12-31$3,181,765
Expenses. Other expenses not covered elsewhere2012-12-31$25,768
Other income received2012-12-31$327,133
Net income (gross income less expenses)2012-12-31$290,744
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,472,509
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,181,765
Total contributions received or receivable from employer(s)2012-12-31$62,379
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$-76,787
Expenses. Total of all expenses incurred2011-12-31$112,697
Benefits paid (including direct rollovers)2011-12-31$80,000
Total plan assets at end of year2011-12-31$3,181,765
Total plan assets at beginning of year2011-12-31$3,371,249
Expenses. Other expenses not covered elsewhere2011-12-31$32,697
Other income received2011-12-31$-138,198
Net income (gross income less expenses)2011-12-31$-189,484
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,181,765
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,371,249
Assets. Value of participant loans2011-12-31$38,500
Total contributions received or receivable from employer(s)2011-12-31$61,411
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$488,726
Expenses. Total of all expenses incurred2010-12-31$111,906
Benefits paid (including direct rollovers)2010-12-31$72,000
Total plan assets at end of year2010-12-31$3,371,249
Total plan assets at beginning of year2010-12-31$2,994,429
Expenses. Other expenses not covered elsewhere2010-12-31$39,906
Other income received2010-12-31$427,835
Net income (gross income less expenses)2010-12-31$376,820
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,371,249
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,994,429
Assets. Value of participant loans2010-12-31$33,852
Assets. Value of real-estate (other than employer real property)2010-12-31$195,000
Total contributions received or receivable from employer(s)2010-12-31$60,891
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN

2014: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WAGNER & WAGNER, A PROFESSIONAL CORPORATION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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