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WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 401k Plan overview

Plan NameWELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN
Plan identification number 517

WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

WELLS FARGO & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WELLS FARGO & COMPANY
Employer identification number (EIN):410449260
NAIC Classification:551111
NAIC Description:Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5172023-01-01
5172022-01-01
5172021-01-01
5172020-01-01
5172019-01-01
5172018-01-01
5172018-01-01
5172017-01-01CARA PECK SCOTT KLISMET2018-10-03
5172016-01-01CARA PECK SCOTT KLISMET2017-10-02
5172015-01-01JUSTIN C. THORNTON MARK MARKIEWICZ2016-09-12
5172014-01-01JUSTIN C. THORNTON MARK MARKIEWICZ2015-09-28
5172013-01-01JUSTIN C. THORNTON MARK MARKIEWICZ2014-10-07
5172012-01-01JUSTIN C. THORNTON MARK MARKIEWICZ2013-10-07
5172011-01-01JUSTIN C. THORNTON MARK MARKIEWICZ2012-10-09
5172010-01-01HOPE HARDISON REBECCA JOHNSON2011-10-14
5172009-01-01HOPE HARDISON REBECCA JOHNSON2010-10-06

Plan Statistics for WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN

401k plan membership statisitcs for WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN

Measure Date Value
2023: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01191,195
Total number of active participants reported on line 7a of the Form 55002023-01-01178,407
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01178,407
2022: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01203,001
Total number of active participants reported on line 7a of the Form 55002022-01-01190,415
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01190,415
2021: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01225,131
Total number of active participants reported on line 7a of the Form 55002021-01-01195,797
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01195,797
2020: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01231,562
Total number of active participants reported on line 7a of the Form 55002020-01-01226,714
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01226,714
2019: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01234,773
Total number of active participants reported on line 7a of the Form 55002019-01-01230,685
Total of all active and inactive participants2019-01-01230,685
2018: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01239,370
Total number of active participants reported on line 7a of the Form 55002018-01-01234,773
Total of all active and inactive participants2018-01-01234,773
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
2017: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01248,044
Total number of active participants reported on line 7a of the Form 55002017-01-01239,929
Total of all active and inactive participants2017-01-01239,929
2016: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01245,016
Total number of active participants reported on line 7a of the Form 55002016-01-01247,144
Total of all active and inactive participants2016-01-01247,144
2015: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01246,509
Total number of active participants reported on line 7a of the Form 55002015-01-01244,668
Total of all active and inactive participants2015-01-01244,668
2014: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01248,885
Total number of active participants reported on line 7a of the Form 55002014-01-01245,600
Total of all active and inactive participants2014-01-01245,600
2013: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01250,924
Total number of active participants reported on line 7a of the Form 55002013-01-01249,256
Total of all active and inactive participants2013-01-01249,256
2012: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01248,551
Total number of active participants reported on line 7a of the Form 55002012-01-01249,586
Total of all active and inactive participants2012-01-01249,586
2011: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01244,388
Total number of active participants reported on line 7a of the Form 55002011-01-01239,737
Total of all active and inactive participants2011-01-01239,737
2010: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01254,043
Total number of active participants reported on line 7a of the Form 55002010-01-01242,633
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01242,633
2009: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01157,415
Total number of active participants reported on line 7a of the Form 55002009-01-01156,867
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01156,867

Financial Data on WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN

Measure Date Value
2023 : WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$136,344,130
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$137,517,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$137,036,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$134,016,519
Value of total assets at end of year2023-12-31$31,523,475
Value of total assets at beginning of year2023-12-31$32,696,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$481,308
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,280,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,280,485
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$180,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$138,939
Other income not declared elsewhere2023-12-31$47,126
Administrative expenses (other) incurred2023-12-31$481,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,173,369
Value of net assets at end of year (total assets less liabilities)2023-12-31$31,523,475
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$32,696,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$31,342,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$32,557,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$134,016,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$137,036,191
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
2022 : WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$161,475,661
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$154,487,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$154,483,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$160,754,242
Value of total assets at end of year2022-12-31$32,696,844
Value of total assets at beginning of year2022-12-31$25,708,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,750
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$631,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$631,700
Administrative expenses professional fees incurred2022-12-31$3,750
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$138,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$213
Other income not declared elsewhere2022-12-31$89,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$6,988,325
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,696,844
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,708,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,557,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$25,708,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$25,708,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$160,754,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$154,483,586
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG, LLP
Accountancy firm EIN2022-12-31135565207
2021 : WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$165,255,713
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$160,826,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$160,826,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$165,039,679
Value of total assets at end of year2021-12-31$25,708,519
Value of total assets at beginning of year2021-12-31$21,279,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$7,415
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$213
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$672
Other income not declared elsewhere2021-12-31$208,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,429,094
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,708,519
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,279,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$25,708,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$21,278,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$21,278,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$165,039,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$160,826,619
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG, LLP
Accountancy firm EIN2021-12-31135565207
2020 : WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$150,297,052
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$145,198,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$144,550,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$150,186,989
Value of total assets at end of year2020-12-31$21,279,425
Value of total assets at beginning of year2020-12-31$16,180,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$647,958
Total interest from all sources2020-12-31$97,227
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$35,175
Other income not declared elsewhere2020-12-31$12,836
Administrative expenses (other) incurred2020-12-31$647,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,098,437
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,279,425
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,180,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$21,278,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$16,145,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$16,145,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$97,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$150,186,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$144,550,657
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG, LLP
Accountancy firm EIN2020-12-31135565207
2019 : WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$133,582,879
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$138,334,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$138,318,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$132,885,757
Value of total assets at end of year2019-12-31$16,180,988
Value of total assets at beginning of year2019-12-31$20,932,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,323
Total interest from all sources2019-12-31$681,362
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$35,175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$36,980
Other income not declared elsewhere2019-12-31$15,760
Administrative expenses (other) incurred2019-12-31$15,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-4,751,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,180,988
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,932,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$16,145,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$20,895,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$20,895,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$681,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$132,885,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$138,318,909
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm EIN2019-12-31135565207
2018 : WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$151,632,786
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$130,700,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$130,700,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$151,595,806
Value of total assets at end of year2018-12-31$20,932,341
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$36,980
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$36,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$20,932,341
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,932,341
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$20,895,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$36,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$151,595,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$130,700,445
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207

Form 5500 Responses for WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN

2023: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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