Plan Name | MICHAEL WAGNER & SONS, INC. 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MICHAEL WAGNER & SONS, INC. |
Employer identification number (EIN): | 362780307 |
NAIC Classification: | 423300 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2012-01-01 | WILLIAM M. WAGNER | 2013-05-21 | WILLIAM M. WAGNER | 2013-05-21 |
001 | 2011-01-01 | LOIS A. WAGNER | 2012-10-15 | LOIS A. WAGNER | 2012-10-15 |
001 | 2009-01-01 | LOIS WAGNER | LOIS WAGNER | 2010-10-13 | |
001 | 2009-01-01 | LOIS WAGNER | LOIS WAGNER | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2009: MICHAEL WAGNER & SONS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 18 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2010 : MICHAEL WAGNER & SONS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $98,435 |
Expenses. Total of all expenses incurred | 2010-12-31 | $11,615 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $576,103 |
Total plan assets at beginning of year | 2010-12-31 | $489,283 |
Total contributions received or receivable from participants | 2010-12-31 | $26,920 |
Other income received | 2010-12-31 | $50,962 |
Net income (gross income less expenses) | 2010-12-31 | $86,820 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $576,103 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $489,283 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $3,083 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $20,553 |
Value of corrective distributions | 2010-12-31 | $11,615 |
2009: MICHAEL WAGNER & SONS, INC. 401(K) PROFIT SHARING PLAN & TRUST 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |