Original filing (PDF)20241129074717NAL0008704097001

WAGNER FARMS AND SAWMILL

Name: WAGNER FARMS AND SAWMILL — WAGNER FARMS AND SAWMILL SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: WAGNER FARMS AND SAWMILL

Form 5500-SF

FILING_RECEIVED

WAGNER FARMS AND SAWMILL SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAGNER FARMS AND SAWMILL.

Plan sponsor

Name

WAGNER FARMS AND SAWMILL

EIN

34-1270490

Address

13201 RD X · LEIPSIC, OH · 45856

Phone

(419) 653-4126

Industry

Manufacturingsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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

Related plans

Similar-size Manufacturing plans

SONICAIRE, INC.

SONICAIRE CASH BALANCE PLAN

SUNBELT MACHINE WORKS CORPORATION

SUNBELT MACHINE WORKS CORPORATION 401K PROFIT SHARING PLAN

SEC INC.

SEC INC. GCF BENEFIT PLAN

BEAUDREY AMERICAN SERVICES, LLC

BEAUDREY AMERICAN SERVICES, LLC RETIREMENT PLAN

INDEPENDENT DISTRIBUTORS ASSOC LLC

INDEPENDENT DISTRIBUTORS ASSOC LLC DBA I MEDOVA LIFESTYLE HEALTH PLAN