401k Plan data: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN plan

WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 401k Plan overview

Plan Name	WELLS FARGO BANK QUALIFIED RETIREMENT PLAN
Plan identification number	002

WELLS FARGO BANK QUALIFIED RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

JAMES L HUTCHINSON has sponsored the creation of one or more 401k plans.

Company Name: JAMES L HUTCHINSON

Employer identification number (EIN): 941354151

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLS FARGO BANK QUALIFIED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 JOHN R WHITESIDES 2018-07-23
002 2016-01-01 JOHN R WHITESIDES JOHN R WHITESIDES 2017-10-16
002 2016-01-01 JOHN R WHITESIDES
002 2015-01-01 JOHN R WHITESIDES
002 2014-01-01 JOHN R WHITESIDES
002 2012-01-01 JOHN R WHITESIDES
002 2011-01-01 JOHN R WHITESIDES
002 2009-01-01 JOHN R WHITESIDES
002 2009-01-01 JOHN R WHITESIDES

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01		JOHN R WHITESIDES	2018-07-23
002	2016-01-01	JOHN R WHITESIDES	JOHN R WHITESIDES	2017-10-16
002	2016-01-01	JOHN R WHITESIDES
002	2015-01-01	JOHN R WHITESIDES
002	2014-01-01	JOHN R WHITESIDES
002	2012-01-01	JOHN R WHITESIDES
002	2011-01-01	JOHN R WHITESIDES
002	2009-01-01	JOHN R WHITESIDES
002	2009-01-01	JOHN R WHITESIDES

Plan Statistics for WELLS FARGO BANK QUALIFIED RETIREMENT PLAN

401k plan membership statisitcs for WELLS FARGO BANK QUALIFIED RETIREMENT PLAN

Measure Date Value
2017: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
2016: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
2015: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
2014: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
2012: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of employers contributing to the scheme 2012-01-01 1
2011: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of employers contributing to the scheme 2011-01-01 1
2009: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of employers contributing to the scheme 2009-01-01 1

Measure	Date	Value
2017: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
2016: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
2015: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
2014: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
2012: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of employers contributing to the scheme	2012-01-01	1
2011: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of employers contributing to the scheme	2011-01-01	1
2009: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of employers contributing to the scheme	2009-01-01	1

Financial Data on WELLS FARGO BANK QUALIFIED RETIREMENT PLAN

Measure	Date	Value
2017 : WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$99,079
Expenses. Total of all expenses incurred	2017-12-31	$47,624
Benefits paid (including direct rollovers)	2017-12-31	$47,624
Total plan assets at end of year	2017-12-31	$676,119
Total plan assets at beginning of year	2017-12-31	$624,664
Other income received	2017-12-31	$99,079
Net income (gross income less expenses)	2017-12-31	$51,455
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$676,119
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$624,664
2016 : WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$62,038
Expenses. Total of all expenses incurred	2016-12-31	$47,616
Benefits paid (including direct rollovers)	2016-12-31	$47,616
Total plan assets at end of year	2016-12-31	$624,664
Total plan assets at beginning of year	2016-12-31	$610,242
Other income received	2016-12-31	$62,038
Net income (gross income less expenses)	2016-12-31	$14,422
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$624,664
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$610,242
2015 : WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-25,352
Expenses. Total of all expenses incurred	2015-12-31	$47,616
Benefits paid (including direct rollovers)	2015-12-31	$47,616
Total plan assets at end of year	2015-12-31	$610,242
Total plan assets at beginning of year	2015-12-31	$683,210
Other income received	2015-12-31	$-25,352
Net income (gross income less expenses)	2015-12-31	$-72,968
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$610,242
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$683,210
2014 : WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$52,038
Expenses. Total of all expenses incurred	2014-12-31	$47,616
Benefits paid (including direct rollovers)	2014-12-31	$47,616
Total plan assets at end of year	2014-12-31	$683,210
Total plan assets at beginning of year	2014-12-31	$678,788
Other income received	2014-12-31	$52,038
Net income (gross income less expenses)	2014-12-31	$4,422
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$683,210
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$678,788
2012 : WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$30,159
Expenses. Total of all expenses incurred	2012-12-31	$47,617
Benefits paid (including direct rollovers)	2012-12-31	$47,617
Total plan assets at end of year	2012-12-31	$614,675
Total plan assets at beginning of year	2012-12-31	$632,133
Other income received	2012-12-31	$30,159
Net income (gross income less expenses)	2012-12-31	$-17,458
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$614,675
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$632,133
2011 : WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$75,070
Expenses. Total of all expenses incurred	2011-12-31	$47,667
Benefits paid (including direct rollovers)	2011-12-31	$47,617
Total plan assets at beginning of year	2011-12-31	$604,730
Other income received	2011-12-31	$59,779
Net income (gross income less expenses)	2011-12-31	$27,403
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$604,730
Total contributions received or receivable from employer(s)	2011-12-31	$15,291
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$85,404
Expenses. Total of all expenses incurred	2010-12-31	$41,881
Benefits paid (including direct rollovers)	2010-12-31	$41,881
Total plan assets at end of year	2010-12-31	$604,730
Total plan assets at beginning of year	2010-12-31	$561,207
Other income received	2010-12-31	$70,113
Net income (gross income less expenses)	2010-12-31	$43,523
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$604,730
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$561,207
Total contributions received or receivable from employer(s)	2010-12-31	$15,291

Form 5500 Responses for WELLS FARGO BANK QUALIFIED RETIREMENT PLAN

2017: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WELLS FARGO BANK QUALIFIED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES L HUTCHINSON
Employer identification number (EIN):	941354151
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)