R. V. WAGNER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R.V. WAGNER, INC. 401(K) PLAN & TRUST
401k plan membership statisitcs for R.V. WAGNER, INC. 401(K) PLAN & TRUST
Measure | Date | Value |
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2023: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 9 |
Total of all active and inactive participants | 2023-01-01 | 9 |
Total participants | 2023-01-01 | 9 |
Number of participants with account balances | 2023-01-01 | 9 |
2022: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
Total of all active and inactive participants | 2022-01-01 | 9 |
Total participants | 2022-01-01 | 9 |
Number of participants with account balances | 2022-01-01 | 9 |
2021: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 9 |
2020: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 10 |
Total participants | 2020-01-01 | 10 |
Number of participants with account balances | 2020-01-01 | 8 |
2019: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 7 |
2018: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 5 |
Total participants | 2018-01-01 | 5 |
Number of participants with account balances | 2018-01-01 | 5 |
2017: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 5 |
2016: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
2015: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
2014: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
2013: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 7 |
2012: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 9 |
2011: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 13 |
Number of participants with account balances | 2010-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: R.V. WAGNER, INC. 401(K) PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $452,353 |
Expenses. Total of all expenses incurred | 2023-12-31 | $8,996 |
Total plan assets at end of year | 2023-12-31 | $2,314,716 |
Total plan assets at beginning of year | 2023-12-31 | $1,871,359 |
Value of fidelity bond covering the plan | 2023-12-31 | $70,000 |
Total contributions received or receivable from participants | 2023-12-31 | $111,287 |
Other income received | 2023-12-31 | $319,745 |
Net income (gross income less expenses) | 2023-12-31 | $443,357 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,314,716 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,871,359 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $21,321 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $8,996 |
2022 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-186,715 |
Expenses. Total of all expenses incurred | 2022-12-31 | $13,531 |
Benefits paid (including direct rollovers) | 2022-12-31 | $646 |
Total plan assets at end of year | 2022-12-31 | $1,871,359 |
Total plan assets at beginning of year | 2022-12-31 | $2,071,605 |
Value of fidelity bond covering the plan | 2022-12-31 | $70,000 |
Total contributions received or receivable from participants | 2022-12-31 | $66,598 |
Other income received | 2022-12-31 | $-285,220 |
Net income (gross income less expenses) | 2022-12-31 | $-200,246 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,871,359 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,071,605 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $31,907 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $12,885 |
2021 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $359,350 |
Expenses. Total of all expenses incurred | 2021-12-31 | $13,321 |
Total plan assets at end of year | 2021-12-31 | $2,071,605 |
Total plan assets at beginning of year | 2021-12-31 | $1,725,576 |
Value of fidelity bond covering the plan | 2021-12-31 | $70,000 |
Total contributions received or receivable from participants | 2021-12-31 | $90,683 |
Other income received | 2021-12-31 | $243,430 |
Net income (gross income less expenses) | 2021-12-31 | $346,029 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,071,605 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,725,576 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $25,237 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $13,321 |
2020 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $240,592 |
Expenses. Total of all expenses incurred | 2020-12-31 | $12,508 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $1,725,576 |
Total plan assets at beginning of year | 2020-12-31 | $1,497,492 |
Value of fidelity bond covering the plan | 2020-12-31 | $70,000 |
Total contributions received or receivable from participants | 2020-12-31 | $62,878 |
Other income received | 2020-12-31 | $129,402 |
Net income (gross income less expenses) | 2020-12-31 | $228,084 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,725,576 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,497,492 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $48,312 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $12,508 |
2019 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $310,887 |
Expenses. Total of all expenses incurred | 2019-12-31 | $13,631 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,405 |
Total plan assets at end of year | 2019-12-31 | $1,497,492 |
Total plan assets at beginning of year | 2019-12-31 | $1,200,236 |
Value of fidelity bond covering the plan | 2019-12-31 | $70,000 |
Total contributions received or receivable from participants | 2019-12-31 | $57,420 |
Other income received | 2019-12-31 | $227,681 |
Net income (gross income less expenses) | 2019-12-31 | $297,256 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,497,492 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,200,236 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $25,786 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $12,226 |
2018 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $19,858 |
Expenses. Total of all expenses incurred | 2018-12-31 | $11,368 |
Total plan assets at end of year | 2018-12-31 | $1,200,236 |
Total plan assets at beginning of year | 2018-12-31 | $1,191,746 |
Value of fidelity bond covering the plan | 2018-12-31 | $70,000 |
Total contributions received or receivable from participants | 2018-12-31 | $53,103 |
Other income received | 2018-12-31 | $-33,245 |
Net income (gross income less expenses) | 2018-12-31 | $8,490 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,200,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,191,746 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11,368 |
2017 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $184,242 |
Expenses. Total of all expenses incurred | 2017-12-31 | $29,993 |
Benefits paid (including direct rollovers) | 2017-12-31 | $19,150 |
Total plan assets at end of year | 2017-12-31 | $1,191,746 |
Total plan assets at beginning of year | 2017-12-31 | $1,037,497 |
Value of fidelity bond covering the plan | 2017-12-31 | $70,000 |
Total contributions received or receivable from participants | 2017-12-31 | $52,668 |
Other income received | 2017-12-31 | $131,574 |
Net income (gross income less expenses) | 2017-12-31 | $154,249 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,191,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,037,497 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10,843 |
2016 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $154,866 |
Expenses. Total of all expenses incurred | 2016-12-31 | $42,861 |
Benefits paid (including direct rollovers) | 2016-12-31 | $33,035 |
Total plan assets at end of year | 2016-12-31 | $1,037,497 |
Total plan assets at beginning of year | 2016-12-31 | $925,492 |
Value of fidelity bond covering the plan | 2016-12-31 | $70,000 |
Total contributions received or receivable from participants | 2016-12-31 | $50,958 |
Other income received | 2016-12-31 | $103,908 |
Net income (gross income less expenses) | 2016-12-31 | $112,005 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,037,497 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $925,492 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,826 |
2015 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $45,905 |
Expenses. Total of all expenses incurred | 2015-12-31 | $9,040 |
Total plan assets at end of year | 2015-12-31 | $925,492 |
Total plan assets at beginning of year | 2015-12-31 | $888,627 |
Value of fidelity bond covering the plan | 2015-12-31 | $70,000 |
Total contributions received or receivable from participants | 2015-12-31 | $51,370 |
Other income received | 2015-12-31 | $-5,465 |
Net income (gross income less expenses) | 2015-12-31 | $36,865 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $925,492 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $888,627 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $9,040 |
2014 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $80,477 |
Expenses. Total of all expenses incurred | 2014-12-31 | $49,434 |
Benefits paid (including direct rollovers) | 2014-12-31 | $43,847 |
Total plan assets at end of year | 2014-12-31 | $888,627 |
Total plan assets at beginning of year | 2014-12-31 | $857,584 |
Value of fidelity bond covering the plan | 2014-12-31 | $70,000 |
Total contributions received or receivable from participants | 2014-12-31 | $34,016 |
Other income received | 2014-12-31 | $46,461 |
Net income (gross income less expenses) | 2014-12-31 | $31,043 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $888,627 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $857,584 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,587 |
2013 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $152,222 |
Expenses. Total of all expenses incurred | 2013-12-31 | $16,259 |
Benefits paid (including direct rollovers) | 2013-12-31 | $12,085 |
Total plan assets at end of year | 2013-12-31 | $857,584 |
Total plan assets at beginning of year | 2013-12-31 | $721,621 |
Value of fidelity bond covering the plan | 2013-12-31 | $70,000 |
Total contributions received or receivable from participants | 2013-12-31 | $47,413 |
Other income received | 2013-12-31 | $104,809 |
Net income (gross income less expenses) | 2013-12-31 | $135,963 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $857,584 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $721,621 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,174 |
2012 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $103,457 |
Expenses. Total of all expenses incurred | 2012-12-31 | $14,784 |
Benefits paid (including direct rollovers) | 2012-12-31 | $14,756 |
Total plan assets at end of year | 2012-12-31 | $721,621 |
Total plan assets at beginning of year | 2012-12-31 | $632,948 |
Value of fidelity bond covering the plan | 2012-12-31 | $70,000 |
Total contributions received or receivable from participants | 2012-12-31 | $46,447 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $28 |
Other income received | 2012-12-31 | $55,573 |
Net income (gross income less expenses) | 2012-12-31 | $88,673 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $721,621 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $632,948 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $1,437 |
2011 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $43,769 |
Expenses. Total of all expenses incurred | 2011-12-31 | $302,964 |
Benefits paid (including direct rollovers) | 2011-12-31 | $302,675 |
Total plan assets at end of year | 2011-12-31 | $632,948 |
Total plan assets at beginning of year | 2011-12-31 | $892,143 |
Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
Total contributions received or receivable from participants | 2011-12-31 | $49,784 |
Other income received | 2011-12-31 | $-6,015 |
Net income (gross income less expenses) | 2011-12-31 | $-259,195 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $632,948 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $892,143 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $289 |
2010 : R.V. WAGNER, INC. 401(K) PLAN & TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $137,452 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,230 |
Total plan assets at end of year | 2010-12-31 | $892,143 |
Total plan assets at beginning of year | 2010-12-31 | $757,921 |
Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
Total contributions received or receivable from participants | 2010-12-31 | $58,122 |
Other income received | 2010-12-31 | $79,330 |
Net income (gross income less expenses) | 2010-12-31 | $134,222 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $892,143 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $757,921 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,230 |