401k Plan data: WD FINANCIAL 401(K) PLAN plan

WD FINANCIAL 401(K) PLAN 401k Plan overview

Plan Name	WD FINANCIAL 401(K) PLAN
Plan identification number	002

WD FINANCIAL 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

WD FINANCIAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: WD FINANCIAL, LLC

Employer identification number (EIN): 272504768

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WD FINANCIAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JANELLE SPENCER 2024-07-29
002 2022-01-01 JANELLE SPENCER 2023-10-04
002 2021-01-01 JANELLE SPENCER 2022-05-29
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 DEAN SALYER 2015-04-01
002 2013-01-01 DEAN SALYER 2014-03-24
002 2012-01-01 DEAN SALYER 2013-04-16
002 2011-01-01 DEAN SALYER 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JANELLE SPENCER	2024-07-29
002	2022-01-01	JANELLE SPENCER	2023-10-04
002	2021-01-01	JANELLE SPENCER	2022-05-29
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	DEAN SALYER	2015-04-01
002	2013-01-01	DEAN SALYER	2014-03-24
002	2012-01-01	DEAN SALYER	2013-04-16
002	2011-01-01	DEAN SALYER	2012-10-11

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Company Name:	WD FINANCIAL, LLC
Employer identification number (EIN):	272504768
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages