DAVID WENDELL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID WENDELL ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 002 | 2023-01-01 | KAREN WENDELL | 2024-01-11 | KAREN WENDELL | 2024-01-11 |
| 002 | 2022-01-01 | KAREN WENDELL | 2023-01-12 | KAREN WENDELL | 2023-01-12 |
| 002 | 2021-01-01 | KAREN WENDELL | 2022-01-14 | KAREN WENDELL | 2022-01-14 |
| 002 | 2020-01-01 | KAREN WENDELL | 2021-01-12 | KAREN WENDELL | 2021-01-12 |
| 002 | 2019-01-01 | KAREN WENDELL | 2020-01-15 | KAREN WENDELL | 2020-01-15 |
| 002 | 2018-01-01 | KAREN WENDELL | 2019-01-16 | KAREN WENDELL | 2019-01-16 |
| 002 | 2017-01-01 | KAREN WENDELL | 2018-01-16 | KAREN WENDELL | 2018-01-16 |
| 002 | 2016-01-01 | KAREN WENDELL | 2017-01-17 | KAREN WENDELL | 2017-01-17 |
| 002 | 2015-01-01 | KAREN WENDELL | 2016-04-14 | KAREN WENDELL | 2016-04-14 |
| 002 | 2014-01-01 | KAREN WENDELL | 2015-09-02 | KAREN WENDELL | 2015-09-02 |
| 002 | 2013-01-01 | KAREN WENDELL | 2014-07-15 | KAREN WENDELL | 2014-07-15 |
| 002 | 2012-01-01 | KAREN WENDELL | 2013-08-01 | KAREN WENDELL | 2013-08-01 |
| 002 | 2011-01-01 | KAREN WENDELL | | | |
| 002 | 2009-01-01 | DAVID WENDELL ASSOCIATES INC | | DAVID WENDELL ASSOCIATES INC | 2010-06-03 |
| 002 | 2009-01-01 | DAVID WENDELL ASSOCIATES INC | | DAVID WENDELL ASSOCIATES INC | 2010-06-03 |
| 002 | 2009-01-01 | DAVID WENDELL ASSOCIATES INC | | DAVID WENDELL ASSOCIATES INC | 2010-06-03 |
| 002 | 2009-01-01 | DAVID WENDELL ASSOCIATES INC | | DAVID WENDELL ASSOCIATES INC | 2010-06-03 |
| 002 | 2009-01-01 | DAVID WENDELL ASSOCIATES INC | | DAVID WENDELL ASSOCIATES INC | 2010-06-03 |
| 002 | 2009-01-01 | DAVID WENDELL ASSOCIATES INC | | | |
| 002 | 2009-01-01 | DAVID WENDELL ASSOCIATES INC | | DAVID WENDELL ASSOCIATES INC | 2010-06-03 |
401k plan membership statisitcs for DAVID WENDELL ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2011: DAVID WENDELL ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 8 |
| Number of participants with account balances | 2011-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: DAVID WENDELL ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 10 |
| Number of participants with account balances | 2009-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : DAVID WENDELL ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $143,898 |
| Total plan assets at end of year | 2011-12-31 | $439,364 |
| Total plan assets at beginning of year | 2011-12-31 | $295,466 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $82,220 |
| Other income received | 2011-12-31 | $27,334 |
| Net income (gross income less expenses) | 2011-12-31 | $143,898 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $439,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $295,466 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $34,344 |
| 2010 : DAVID WENDELL ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $96,404 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,481 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,481 |
| Total plan assets at end of year | 2010-12-31 | $295,466 |
| Total plan assets at beginning of year | 2010-12-31 | $201,544 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,154 |
| Total contributions received or receivable from participants | 2010-12-31 | $75,234 |
| Other income received | 2010-12-31 | $-10,500 |
| Net income (gross income less expenses) | 2010-12-31 | $93,923 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $295,466 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $201,544 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $31,670 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : DAVID WENDELL ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2011: DAVID WENDELL ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST 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: DAVID WENDELL ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST 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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