401k Plan data: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN plan

ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN
Plan identification number	001

ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT C. WADE & ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT C. WADE & ASSOCIATES, P.A.

Employer identification number (EIN): 592128700

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01
001 2015-10-01
001 2014-10-01 ROBERT C. WADE
001 2013-10-01 ROBERT C. WADE
001 2012-10-01 ROBERT C. WADE
001 2011-10-01 ROBERT C. WADE
001 2009-10-01 ROBERT C. WADE

Plan Statistics for ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN

Measure Date Value
2017: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 6
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 6
Number of participants with account balances 2017-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 6
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 6
Number of participants with account balances 2016-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 6
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 6
Number of participants with account balances 2015-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 6
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 6
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 6
Number of participants with account balances 2013-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 6
2012: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 6
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 6
Number of participants with account balances 2012-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 7
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 7
Number of participants with account balances 2011-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 7
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 7
Number of participants with account balances 2009-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2017: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	6
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	6
Number of participants with account balances	2017-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	6
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	6
Number of participants with account balances	2016-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	6
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	6
Number of participants with account balances	2015-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	6
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	6
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	6
Number of participants with account balances	2013-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	6
2012: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	6
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	6
Number of participants with account balances	2012-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	7
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	7
Number of participants with account balances	2011-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	7
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	7
Number of participants with account balances	2009-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN

Measure	Date	Value
2018 : ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-09-30	$0
Total plan liabilities at beginning of year	2018-09-30	$0
Total income from all sources	2018-09-30	$487,129
Expenses. Total of all expenses incurred	2018-09-30	$52,015
Benefits paid (including direct rollovers)	2018-09-30	$52,000
Total plan assets at end of year	2018-09-30	$1,884,713
Total plan assets at beginning of year	2018-09-30	$1,449,599
Value of fidelity bond covering the plan	2018-09-30	$200,000
Total contributions received or receivable from participants	2018-09-30	$0
Expenses. Other expenses not covered elsewhere	2018-09-30	$15
Contributions received from other sources (not participants or employers)	2018-09-30	$0
Noncash contributions received	2018-09-30	$487,129
Net income (gross income less expenses)	2018-09-30	$435,114
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$1,884,713
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$1,449,599
Total contributions received or receivable from employer(s)	2018-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$0
Total income from all sources	2017-09-30	$200,265
Expenses. Total of all expenses incurred	2017-09-30	$47,006
Benefits paid (including direct rollovers)	2017-09-30	$47,000
Total plan assets at end of year	2017-09-30	$1,449,599
Total plan assets at beginning of year	2017-09-30	$1,296,340
Value of fidelity bond covering the plan	2017-09-30	$125,000
Total contributions received or receivable from participants	2017-09-30	$0
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$200,265
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$153,259
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$1,449,599
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$1,296,340
Total contributions received or receivable from employer(s)	2017-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$6
2016 : ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-09-30	$0
Total plan liabilities at beginning of year	2016-09-30	$0
Total income from all sources	2016-09-30	$164,181
Expenses. Total of all expenses incurred	2016-09-30	$45,645
Benefits paid (including direct rollovers)	2016-09-30	$40,000
Total plan assets at end of year	2016-09-30	$1,296,340
Total plan assets at beginning of year	2016-09-30	$1,177,804
Value of fidelity bond covering the plan	2016-09-30	$125,000
Total contributions received or receivable from participants	2016-09-30	$0
Expenses. Other expenses not covered elsewhere	2016-09-30	$5,645
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$164,181
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$118,536
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$1,296,340
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$1,177,804
Total contributions received or receivable from employer(s)	2016-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$102,300
Expenses. Total of all expenses incurred	2015-09-30	$126,446
Benefits paid (including direct rollovers)	2015-09-30	$126,015
Total plan assets at end of year	2015-09-30	$1,177,804
Total plan assets at beginning of year	2015-09-30	$1,201,950
Value of fidelity bond covering the plan	2015-09-30	$125,000
Total contributions received or receivable from participants	2015-09-30	$0
Expenses. Other expenses not covered elsewhere	2015-09-30	$431
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$102,300
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$-24,146
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$1,177,804
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$1,201,950
Assets. Value of real-estate (other than employer real property)	2015-09-30	$50,673
Total contributions received or receivable from employer(s)	2015-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-09-30	$0
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$268,389
Expenses. Total of all expenses incurred	2014-09-30	$112,276
Benefits paid (including direct rollovers)	2014-09-30	$111,869
Total plan assets at end of year	2014-09-30	$1,201,950
Total plan assets at beginning of year	2014-09-30	$1,045,837
Value of fidelity bond covering the plan	2014-09-30	$125,000
Total contributions received or receivable from participants	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$268,389
Net income (gross income less expenses)	2014-09-30	$156,113
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$1,201,950
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,045,837
Assets. Value of real-estate (other than employer real property)	2014-09-30	$51,000
Total contributions received or receivable from employer(s)	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$407
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$-140,304
Expenses. Total of all expenses incurred	2013-09-30	$69,307
Benefits paid (including direct rollovers)	2013-09-30	$67,284
Total plan assets at end of year	2013-09-30	$1,045,837
Total plan assets at beginning of year	2013-09-30	$1,255,448
Value of fidelity bond covering the plan	2013-09-30	$125,000
Expenses. Other expenses not covered elsewhere	2013-09-30	$2,023
Other income received	2013-09-30	$-140,304
Net income (gross income less expenses)	2013-09-30	$-209,611
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,045,837
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,255,448
Assets. Value of real-estate (other than employer real property)	2013-09-30	$51,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$402,302
Expenses. Total of all expenses incurred	2012-09-30	$29,577
Benefits paid (including direct rollovers)	2012-09-30	$13,235
Total plan assets at end of year	2012-09-30	$1,255,448
Total plan assets at beginning of year	2012-09-30	$882,723
Value of fidelity bond covering the plan	2012-09-30	$125,000
Total contributions received or receivable from participants	2012-09-30	$0
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$402,302
Noncash contributions received	2012-09-30	$0
Net income (gross income less expenses)	2012-09-30	$372,725
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,255,448
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$882,723
Assets. Value of participant loans	2012-09-30	$0
Assets. Value of real-estate (other than employer real property)	2012-09-30	$51,000
Total contributions received or receivable from employer(s)	2012-09-30	$0
Value of certain deemed distributions of participant loans	2012-09-30	$13,228
Value of corrective distributions	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$3,114
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$13,531
Expenses. Total of all expenses incurred	2011-09-30	$118,905
Benefits paid (including direct rollovers)	2011-09-30	$118,040
Total plan assets at end of year	2011-09-30	$882,723
Total plan assets at beginning of year	2011-09-30	$988,097
Value of fidelity bond covering the plan	2011-09-30	$125,000
Total contributions received or receivable from participants	2011-09-30	$0
Expenses. Other expenses not covered elsewhere	2011-09-30	$0
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$13,531
Noncash contributions received	2011-09-30	$0
Net income (gross income less expenses)	2011-09-30	$-105,374
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$882,723
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$988,097
Assets. Value of participant loans	2011-09-30	$13,050
Assets. Value of real-estate (other than employer real property)	2011-09-30	$51,000
Total contributions received or receivable from employer(s)	2011-09-30	$0
Value of certain deemed distributions of participant loans	2011-09-30	$0
Value of corrective distributions	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN

2017: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT C. WADE & ASSOCIATES 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT C. WADE & ASSOCIATES, P.A.
Employer identification number (EIN):	592128700
NAIC Classification:	541310
NAIC Description:	Architectural Services

Plan id#	Filing Submission Date	Name of Administrator
001	2022-10-01
001	2021-10-01
001	2020-10-01
001	2019-10-01
001	2018-10-01
001	2017-10-01
001	2016-10-01
001	2015-10-01
001	2014-10-01	ROBERT C. WADE
001	2013-10-01	ROBERT C. WADE
001	2012-10-01	ROBERT C. WADE
001	2011-10-01	ROBERT C. WADE
001	2009-10-01	ROBERT C. WADE