Wagner Financial Services, Inc.

Donavon D Wagner Registered Agent

711 RIVERWOOD DR STE 3, BISMARCK, ND 58504

711 RIVERWOOD DR STE 3, BISMARCK, ND 58504 View Map

Form 5500

711 Riverwood Drive Suite 3, Bismarck, Nd 58504 (701) 222-8504 EIN:45-0369725 Plan Admin:Pamela Wagner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWAGNER FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$441,562 / $582,718	2023	WAGNER FINANCIAL SERVICES 401(K) PLAN - Plan #001	5 / 5	$441,562 / $582,718
2022	Plan NameWAGNER FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$375,308 / $441,562	2022	WAGNER FINANCIAL SERVICES 401(K) PLAN - Plan #001	5 / 5	$375,308 / $441,562
2021	Plan NameWAGNER FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$316,822 / $375,308	2021	WAGNER FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	5 / 5	$316,822 / $375,308
2020	Plan NameWAGNER FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$347,063 / $316,822	2020	WAGNER FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	5 / 4	$347,063 / $316,822
2019	Plan NameWAGNER FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$384,414 / $347,063	2019	WAGNER FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	5 / 4	$384,414 / $347,063

Benefit & Retirement Plans based on Form 5500.

PPP Loans

711 Riverwood Dr Ste 3, Bismarck, ND 58504-4303 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino

Loan Date	Approved	Forgiven	Lender	Jobs
01/22/2021	Approved$53,900 Forgiven$54,306 LenderDakota Community Bank & Trust, National Association Jobs6	01/22/2021	$53,900	$54,306	Dakota Community Bank & Trust, National Association	6
04/06/2020	Approved$57,800 Forgiven$58,195 LenderDakota Community Bank & Trust, National Association Jobs5	04/06/2020	$57,800	$58,195	Dakota Community Bank & Trust, National Association	5

PPP Loans based on Paycheck Protection Program.

Address Match:711 Riverwood Dr Ste 3 Bismarck, ND

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Related Business Names:

Wagner Financial Services Agency, Inc. Registered in Ohio	Gahanna, OH	View Report
Christine Wagner Insurance and Financial Services, Inc. Registered in Connecticut	New London, CT North Stonington, CT	View Report
John Wagner Insurance & Financial Services, Inc. Registered in Virginia	Greensboro, NC	View Report
Wagner Insurance & Financial Services, Inc. Registered in Florida	Ponte Vedra Beach, FL	View Report
John Wagner Insurance & Financial Services, Inc. Registered in North Carolina	Greensboro, NC	View Report
Wagner Financial Services, Inc. Registered in North Carolina	Salem, NC	View Report
Wagner Financial Services, Inc. Registered in Florida	Boca Raton, FL Fort Lauderdale, FL	View Report
Wagner Financial Services, Inc. Registered in Florida	The Villages, FL	View Report
Wagner Financial Services, Inc. Registered in California	Yorba Linda, CA	View Report

The following government agencies have contributed data:

North Dakota Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary