Wagoner Management Corp. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wagoner Management Corp.
  • Sponsor EIN: 473948197
  • Sponsor Address: 5430 COMMERCE BLVD UNIT 1J, ROHNERT PARK, CA, 94928
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $278,592

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$278,592$0$0
20237$98,673$0$0
20224$18,754$0$0

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