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W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 401k Plan overview

Plan NameW. A. WAGNER HOLDINGS INC. RETIREMENT PLAN
Plan identification number 001

W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

W. A. WAGNER HOLDINGS INC. has sponsored the creation of one or more 401k plans.

Company Name:W. A. WAGNER HOLDINGS INC.
Employer identification number (EIN):452630748
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01W A WAGNER
0012016-01-01W A WAGNER
0012015-01-01W A WAGNER
0012014-01-01W. A. WAGNER
0012013-01-01W. A. WAGNER
0012012-01-01WILLIAM A. WAGNER
0012011-06-27WILLIAM A. WAGNER

Plan Statistics for W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN

401k plan membership statisitcs for W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN

Measure Date Value
2018: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-011
2013: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-271
Total number of active participants reported on line 7a of the Form 55002011-06-271
Number of retired or separated participants receiving benefits2011-06-270
Number of other retired or separated participants entitled to future benefits2011-06-270
Total of all active and inactive participants2011-06-271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-270
Total participants2011-06-271
Number of participants with account balances2011-06-271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-270

Financial Data on W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN

Measure Date Value
2018 : W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$80,001
Expenses. Total of all expenses incurred2018-12-31$440,046
Benefits paid (including direct rollovers)2018-12-31$440,046
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$360,045
Value of fidelity bond covering the plan2018-12-31$40,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$80,001
Net income (gross income less expenses)2018-12-31$-360,045
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$360,045
Assets. Value of employer securities2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$22,904
Expenses. Total of all expenses incurred2017-12-31$65
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$360,045
Total plan assets at beginning of year2017-12-31$337,206
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$22,904
Net income (gross income less expenses)2017-12-31$22,839
Net plan assets at end of year (total assets less liabilities)2017-12-31$360,045
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$337,206
Assets. Value of employer securities2017-12-31$360,000
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$65
2016 : W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$8,642
Expenses. Total of all expenses incurred2016-12-31$65
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$337,206
Total plan assets at beginning of year2016-12-31$328,629
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$8,642
Net income (gross income less expenses)2016-12-31$8,577
Net plan assets at end of year (total assets less liabilities)2016-12-31$337,206
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$328,629
Assets. Value of employer securities2016-12-31$337,096
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$65
2015 : W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$5,732
Expenses. Total of all expenses incurred2015-12-31$65
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$328,629
Total plan assets at beginning of year2015-12-31$322,962
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$5,732
Net income (gross income less expenses)2015-12-31$5,667
Net plan assets at end of year (total assets less liabilities)2015-12-31$328,629
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$322,962
Assets. Value of employer securities2015-12-31$328,454
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$65
2014 : W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$-36,166
Total plan assets at end of year2014-12-31$322,962
Total plan assets at beginning of year2014-12-31$359,128
Value of fidelity bond covering the plan2014-12-31$75,000
Other income received2014-12-31$-36,166
Net income (gross income less expenses)2014-12-31$-36,166
Net plan assets at end of year (total assets less liabilities)2014-12-31$322,962
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$359,128
Assets. Value of employer securities2014-12-31$322,722
2013 : W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$29,619
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$359,128
Total plan assets at beginning of year2013-12-31$329,509
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$29,379
Net income (gross income less expenses)2013-12-31$29,619
Net plan assets at end of year (total assets less liabilities)2013-12-31$359,128
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$329,509
Assets. Value of employer securities2013-12-31$358,888
Total contributions received or receivable from employer(s)2013-12-31$240
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$547
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$329,509
Total plan assets at beginning of year2012-12-31$328,962
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$547
Net income (gross income less expenses)2012-12-31$547
Net plan assets at end of year (total assets less liabilities)2012-12-31$329,509
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$328,962
Assets. Value of employer securities2012-12-31$329,509
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$328,962
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$328,962
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$350,000
Other income received2011-12-31$-21,038
Net income (gross income less expenses)2011-12-31$328,962
Net plan assets at end of year (total assets less liabilities)2011-12-31$328,962
Assets. Value of employer securities2011-12-31$328,962
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN

2018: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: W. A. WAGNER HOLDINGS INC. RETIREMENT 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: W. A. WAGNER HOLDINGS INC. RETIREMENT 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: W. A. WAGNER HOLDINGS INC. RETIREMENT 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: W. A. WAGNER HOLDINGS INC. RETIREMENT PLAN 2011 form 5500 responses
2011-06-27Type of plan entitySingle employer plan
2011-06-27First time form 5500 has been submittedYes
2011-06-27This return/report is a short plan year return/report (less than 12 months)Yes
2011-06-27Plan funding arrangement – TrustYes
2011-06-27Plan benefit arrangement - TrustYes

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