HOEPPNER, WAGNER & EVANS LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,209,277 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $648,810 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $621,732 |
| Total plan assets at end of year | 2023-12-31 | $5,959,049 |
| Total plan assets at beginning of year | 2023-12-31 | $5,398,582 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $207,750 |
| Other income received | 2023-12-31 | $961,416 |
| Net income (gross income less expenses) | 2023-12-31 | $560,467 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,959,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,398,582 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $105,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $40,111 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $27,078 |
| 2022 : HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-849,834 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,346,904 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,313,701 |
| Total plan assets at end of year | 2022-12-31 | $5,398,582 |
| Total plan assets at beginning of year | 2022-12-31 | $7,595,320 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $239,193 |
| Other income received | 2022-12-31 | $-1,169,586 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,196,738 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,398,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,595,320 |
| Assets. Value of participant loans | 2022-12-31 | $34,076 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $110,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $80,559 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $33,203 |
| 2021 : HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,917,270 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,211,343 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,162,360 |
| Total plan assets at end of year | 2021-12-31 | $7,595,320 |
| Total plan assets at beginning of year | 2021-12-31 | $8,889,393 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $232,041 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $246,776 |
| Other income received | 2021-12-31 | $1,374,036 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,294,073 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,595,320 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,889,393 |
| Assets. Value of participant loans | 2021-12-31 | $59,893 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $110,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $64,417 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $48,983 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,155,876 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $254,267 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $233,992 |
| Total plan assets at end of year | 2020-12-31 | $8,889,393 |
| Total plan assets at beginning of year | 2020-12-31 | $7,987,784 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $194,858 |
| Other income received | 2020-12-31 | $837,781 |
| Net income (gross income less expenses) | 2020-12-31 | $901,609 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,889,393 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,987,784 |
| Assets. Value of participant loans | 2020-12-31 | $98,082 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $110,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $123,237 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $20,275 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,395,299 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $674,590 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $662,315 |
| Total plan assets at end of year | 2019-12-31 | $7,987,784 |
| Total plan assets at beginning of year | 2019-12-31 | $7,267,075 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $250,169 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,074,308 |
| Net income (gross income less expenses) | 2019-12-31 | $720,709 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,987,784 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,267,075 |
| Assets. Value of participant loans | 2019-12-31 | $40,472 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $70,822 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $12,275 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2011 : HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $188,379 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $775,337 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $774,558 |
| Total plan assets at end of year | 2011-12-31 | $6,600,823 |
| Total plan assets at beginning of year | 2011-12-31 | $7,187,781 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $240,955 |
| Other income received | 2011-12-31 | $-162,166 |
| Net income (gross income less expenses) | 2011-12-31 | $-586,958 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,600,823 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,187,781 |
| Assets. Value of participant loans | 2011-12-31 | $193,502 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $109,590 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $779 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $865,919 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,313,356 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,312,575 |
| Total plan assets at end of year | 2010-12-31 | $7,187,781 |
| Total plan assets at beginning of year | 2010-12-31 | $7,635,218 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $255,017 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $56,862 |
| Other income received | 2010-12-31 | $422,602 |
| Net income (gross income less expenses) | 2010-12-31 | $-447,437 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,187,781 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,635,218 |
| Assets. Value of participant loans | 2010-12-31 | $196,636 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $131,438 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $781 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HOEPPNER, WAGNER & EVANS SAVINGS & INVESTMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
