How big is Brian Wagner's plan?

Brian Wagner's plan reported $287K in assets and 2 participants for 2023.

Original filing (PDF)20240702112148NAL0003487267001

Brian Wagner

Name: Brian Wagner — Independent Trustee 401(k) Plan, Form 5500 (2023)
Creator: Brian Wagner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independent Trustee 401(k) Plan

401(k) retirement plan · Brian Wagner's Independent Trustee 401(k) Plan held $287K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

Plan identifiers

Brian Wagner's EIN is 46-1526371.

EIN 46-1526371

Plan number 001

Plan year 2023

ACK ID 20240702112148NAL0003487267001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Brian Wagner's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score