Original filing (PDF)20250610102457NAL0011539779001

RICHARD H. WAGENER

Name: RICHARD H. WAGENER — RICHARD H. WAGENER 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: RICHARD H. WAGENER

Form 5500-SF

FILING_RECEIVED

RICHARD H. WAGENER 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 RICHARD H. WAGENER.

Plan sponsor

Name

RICHARD H. WAGENER

EIN

52-1114831

Address

4920 WHARF LANE · ELLICOTT CITY, MD · 21043

Phone

(443) 276-9595

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

DENISE M. LINDLEY AND ASSOCIATES, P.C. D/B/A ANIMAL EYE CONSULTANTS

ANIMAL EYE CONSULTANTS CASH BALANCE PENSION PLAN & TRUST

$1.9M · 10 participants

PARTNERS IN HEALTH, LLC

PARTNERS IN HEALTH, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.9M · 5 participants

EPIC PRODUCE

EPIC PRODUCE DEFINED BENEFIT PLAN

$1.9M · 7 participants

DAWN M. GRETZ, DPM, P.A.

DAWN M. GRETZ, DPM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

$1.9M · 2 participants

CHES-MONT MEDICAL GROUP PC