Original filing (PDF)20250602073411NAL0006620275001

DRS. WAGNER & WAGNER, P.A.

Name: DRS. WAGNER & WAGNER, P.A. — DRS. WAGNER & WAGNER, P.A. 401(K) PLAN, Form 5500 (2023)
Creator: DRS. WAGNER & WAGNER, P.A.

Form 5500-SF

FILING_RECEIVED

DRS. WAGNER & WAGNER, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 DRS. WAGNER & WAGNER, P.A..

Plan sponsor

Name

DRS. WAGNER & WAGNER, P.A.

EIN

74-2619228

Address

124 E. WOLTERS 2ND STREET · SHINER, TX · 77984

Phone

(361) 594-3824

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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