Wagner Financial Services Inc.
Plan context: Wagner Financial Services 401(K) Plan
EIN 45-0369725 • Bismarck, ND • 10 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$773,337
2024 Contributions
$135,735
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $773,337 | $135,735 | $27,147iApproximate average salary by contribution assumption: employee only about $678,675 at 4% or $452,450 at 6%; with 50% employer match about $452,450 at 4% or $301,633 at 6%; with 100% employer match about $339,338 at 4% or $226,225 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 5 | $773,337 | $135,735 | $27,147iApproximate average salary by contribution assumption: employee only about $678,675 at 4% or $452,450 at 6%; with 50% employer match about $452,450 at 4% or $301,633 at 6%; with 100% employer match about $339,338 at 4% or $226,225 at 6%. |
| 2023 | 1 | 5 | $582,718 | $84,595 | $16,919iApproximate average salary by contribution assumption: employee only about $422,975 at 4% or $281,983 at 6%; with 50% employer match about $281,983 at 4% or $187,989 at 6%; with 100% employer match about $211,488 at 4% or $140,992 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 5 | $582,718 | $84,595 | $16,919iApproximate average salary by contribution assumption: employee only about $422,975 at 4% or $281,983 at 6%; with 50% employer match about $281,983 at 4% or $187,989 at 6%; with 100% employer match about $211,488 at 4% or $140,992 at 6%. |
| 2022 | 1 | 5 | $441,562 | $119,172 | $23,834iApproximate average salary by contribution assumption: employee only about $595,860 at 4% or $397,240 at 6%; with 50% employer match about $397,240 at 4% or $264,827 at 6%; with 100% employer match about $297,930 at 4% or $198,620 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 5 | $441,562 | $119,172 | $23,834iApproximate average salary by contribution assumption: employee only about $595,860 at 4% or $397,240 at 6%; with 50% employer match about $397,240 at 4% or $264,827 at 6%; with 100% employer match about $297,930 at 4% or $198,620 at 6%. |
| 2021 | 1 | 5 | $375,308 | $122,722 | $24,544iApproximate average salary by contribution assumption: employee only about $613,610 at 4% or $409,073 at 6%; with 50% employer match about $409,073 at 4% or $272,716 at 6%; with 100% employer match about $306,805 at 4% or $204,537 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 5 | $375,308 | $122,722 | $24,544iApproximate average salary by contribution assumption: employee only about $613,610 at 4% or $409,073 at 6%; with 50% employer match about $409,073 at 4% or $272,716 at 6%; with 100% employer match about $306,805 at 4% or $204,537 at 6%. |
| 2020 | 1 | 4 | $316,822 | $114,697 | $28,674iApproximate average salary by contribution assumption: employee only about $716,856 at 4% or $477,904 at 6%; with 50% employer match about $477,904 at 4% or $318,603 at 6%; with 100% employer match about $358,428 at 4% or $238,952 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 4 | $316,822 | $114,697 | $28,674iApproximate average salary by contribution assumption: employee only about $716,856 at 4% or $477,904 at 6%; with 50% employer match about $477,904 at 4% or $318,603 at 6%; with 100% employer match about $358,428 at 4% or $238,952 at 6%. |
| 2019 | 1 | 4 | $347,063 | $109,931 | $27,483iApproximate average salary by contribution assumption: employee only about $687,069 at 4% or $458,046 at 6%; with 50% employer match about $458,046 at 4% or $305,364 at 6%; with 100% employer match about $343,534 at 4% or $229,023 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 4 | $347,063 | $109,931 | $27,483iApproximate average salary by contribution assumption: employee only about $687,069 at 4% or $458,046 at 6%; with 50% employer match about $458,046 at 4% or $305,364 at 6%; with 100% employer match about $343,534 at 4% or $229,023 at 6%. |
| 2018 | 1 | 5 | $384,414 | $104,679 | $20,936iApproximate average salary by contribution assumption: employee only about $523,395 at 4% or $348,930 at 6%; with 50% employer match about $348,930 at 4% or $232,620 at 6%; with 100% employer match about $261,698 at 4% or $174,465 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 5 | $384,414 | $104,679 | $20,936iApproximate average salary by contribution assumption: employee only about $523,395 at 4% or $348,930 at 6%; with 50% employer match about $348,930 at 4% or $232,620 at 6%; with 100% employer match about $261,698 at 4% or $174,465 at 6%. |
| 2017 | 1 | 4 | $289,118 | $101,905 | $25,476iApproximate average salary by contribution assumption: employee only about $636,906 at 4% or $424,604 at 6%; with 50% employer match about $424,604 at 4% or $283,069 at 6%; with 100% employer match about $318,453 at 4% or $212,302 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 4 | $289,118 | $101,905 | $25,476iApproximate average salary by contribution assumption: employee only about $636,906 at 4% or $424,604 at 6%; with 50% employer match about $424,604 at 4% or $283,069 at 6%; with 100% employer match about $318,453 at 4% or $212,302 at 6%. |
| 2016 | 1 | 4 | $158,127 | $58,152 | $14,538iApproximate average salary by contribution assumption: employee only about $363,450 at 4% or $242,300 at 6%; with 50% employer match about $242,300 at 4% or $161,533 at 6%; with 100% employer match about $181,725 at 4% or $121,150 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 4 | $158,127 | $58,152 | $14,538iApproximate average salary by contribution assumption: employee only about $363,450 at 4% or $242,300 at 6%; with 50% employer match about $242,300 at 4% or $161,533 at 6%; with 100% employer match about $181,725 at 4% or $121,150 at 6%. |
| 2015 | 1 | 4 | $88,766 | $90,175 | $22,544iApproximate average salary by contribution assumption: employee only about $563,594 at 4% or $375,729 at 6%; with 50% employer match about $375,729 at 4% or $250,486 at 6%; with 100% employer match about $281,797 at 4% or $187,865 at 6%. |
| Wagner Financial Services 401(K) Plan | - | 4 | $88,766 | $90,175 | $22,544iApproximate average salary by contribution assumption: employee only about $563,594 at 4% or $375,729 at 6%; with 50% employer match about $375,729 at 4% or $250,486 at 6%; with 100% employer match about $281,797 at 4% or $187,865 at 6%. |