Original filing (PDF)20250712044537NAL0005093987001

KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC

Name: KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC — KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$983K

Net assets (EOY)

$983K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC.

Plan sponsor

Name

KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC

EIN

47-2392477

Address

10912 E. COUNTY ROAD 750N · BROWNSBURG, IN · 46112

Phone

(317) 213-3876

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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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