401k Plan data: WENDT FINANCIAL GROUP 401K SAVINGS & RETIREMENT PLAN plan

WENDT FINANCIAL GROUP 401K SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	WENDT FINANCIAL GROUP 401K SAVINGS & RETIREMENT PLAN
Plan identification number	001

WENDT FINANCIAL GROUP 401K SAVINGS & RETIREMENT 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

WENDT FIANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: WENDT FIANCIAL GROUP, INC.

Employer identification number (EIN): 362757357

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENDT FINANCIAL GROUP 401K SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 STEPHEN M. WENDT 2019-03-04
001 2017-01-01 STEPHEN M. WENDT 2018-08-27
001 2016-01-01 STEPHEN M WENDT 2017-07-06
001 2015-01-01 STEPHEN M WENDT 2016-08-04
001 2014-01-01 ELIZABETH A. WENDT 2015-07-27
001 2013-01-01 ELIZABETH A. WENDT 2014-07-03
001 2012-01-01 ELIZABETH A. WENDT 2013-07-31 ELIZABETH A. WENDT 2013-07-31
001 2011-01-01 ELIZABETH A. WENDT 2012-07-16 ELIZABETH A. WENDT 2012-07-16
001 2010-01-01 ELIZABETH A. WENDT 2011-07-25 ELIZABETH A. WENDT 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	STEPHEN M. WENDT	2019-03-04
001	2017-01-01	STEPHEN M. WENDT	2018-08-27
001	2016-01-01	STEPHEN M WENDT	2017-07-06
001	2015-01-01	STEPHEN M WENDT	2016-08-04
001	2014-01-01	ELIZABETH A. WENDT	2015-07-27
001	2013-01-01	ELIZABETH A. WENDT	2014-07-03
001	2012-01-01	ELIZABETH A. WENDT	2013-07-31	ELIZABETH A. WENDT	2013-07-31
001	2011-01-01	ELIZABETH A. WENDT	2012-07-16	ELIZABETH A. WENDT	2012-07-16
001	2010-01-01	ELIZABETH A. WENDT	2011-07-25	ELIZABETH A. WENDT	2011-07-25

Potentially related plans

WENDT FINANCIAL TEAM, LLC 401(K) PLAN [EIN = 454181100]

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Company Name:	WENDT FIANCIAL GROUP, INC.
Employer identification number (EIN):	362757357
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages