How big is James Wagner's plan?

James Wagner's plan reported $4K in assets and 2 participants for 2023.

Original filing (PDF)20250428155640NAL0012422945001

James Wagner

Name: James Wagner — James Wagner CBIN Benefit Plan, Form 5500 (2023)
Creator: James Wagner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Wagner CBIN Benefit Plan

Health & welfare plan · James Wagner's James Wagner CBIN Benefit Plan held $4K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Brett Hulse signed James Wagner's 2023 Form 5500 as plan administrator.

Brett Hulse — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James Wagner's EIN is 26-1651899.

EIN 26-1651899

Plan number 501

Plan year 2023

ACK ID 20250428155640NAL0012422945001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for James Wagner from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

James Wagner's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES WAGNER.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JAMES WAGNER

EIN

all filings

Address

3707 CHARLESTOWN ROAD · NEW ALBANY, IN · 47150

Phone

(812) 542-2568

Industry

Finance & Insurance

Plan administrator

Name

BRETT HULSE

EIN

83-6614110

City

INDIANAPOLIS, IN

Phone

(317) 264-3110

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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