Original filing (PDF)20240229132207NAL0009801059001

WAGNER MECHANICAL INC

Name: WAGNER MECHANICAL INC — WAGNER MECHANICAL INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: WAGNER MECHANICAL INC

Form 5500-SF

FILING_RECEIVED

WAGNER MECHANICAL INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WAGNER MECHANICAL INC

EIN

85-0193631

Address

PO BOX 1023 · SEALY, TX · 774741023

Phone

(505) 884-2822

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-08-30

Filed

2024-02-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

MONTHIE MECHANICAL, INC.

MONTHIE MECHANICAL, INC. CBS BENEFIT PLAN

GOLDEN VALLEY SOLAR CSLB 1049059

GOLDEN VALLEY SOLAR CSLB 1049059 401(K) PLAN

ZOOM K CORP

PRO SERVICE TRADES LLC

PRO SERVICE TRADES LLC DBA TRIANGLE ENVIRONMENTAL 401(K) PLAN

TOP TIER