401k Plan data: WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN plan

WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN
Plan identification number	001

WNA WEALTH ADVISORS, INC. PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WNA WEALTH ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WNA WEALTH ADVISORS, INC.

Employer identification number (EIN): 363902860

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MICHAEL J MCCABE 2013-10-14 MICHAEL J MCCABE 2013-10-14
001 2011-01-01 MICHAEL J MCCABE 2012-10-08 MICHAEL J MCCABE 2012-10-08
001 2010-01-01 MICHAEL J MCCABE 2011-10-17 MICHAEL J MCCABE 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MICHAEL J MCCABE	2013-10-14	MICHAEL J MCCABE	2013-10-14
001	2011-01-01	MICHAEL J MCCABE	2012-10-08	MICHAEL J MCCABE	2012-10-08
001	2010-01-01	MICHAEL J MCCABE	2011-10-17	MICHAEL J MCCABE	2011-10-17

Plan Statistics for WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN

Measure Date Value
2015: WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$202,033
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$3,408,989
Total plan assets at beginning of year	2015-12-31	$3,206,956
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$87,826
Assets. Value of loans (other than to participants)	2015-12-31	$89,089
Other income received	2015-12-31	$19,109
Net income (gross income less expenses)	2015-12-31	$202,033
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,408,989
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,206,956
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$150,281
Total contributions received or receivable from employer(s)	2015-12-31	$95,098
2014 : WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$272,797
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$3,206,956
Total plan assets at beginning of year	2014-12-31	$2,934,159
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$79,000
Assets. Value of loans (other than to participants)	2014-12-31	$0
Other income received	2014-12-31	$102,235
Net income (gross income less expenses)	2014-12-31	$272,797
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,206,956
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,934,159
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$141,581
Total contributions received or receivable from employer(s)	2014-12-31	$91,562
2013 : WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$766,319
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,934,159
Total plan assets at beginning of year	2013-12-31	$2,167,840
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$82,250
Assets. Value of loans (other than to participants)	2013-12-31	$89,462
Contributions received from other sources (not participants or employers)	2013-12-31	$217,379
Other income received	2013-12-31	$377,272
Net income (gross income less expenses)	2013-12-31	$766,319
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,934,159
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,167,840
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$132,881
Total contributions received or receivable from employer(s)	2013-12-31	$89,418

Form 5500 Responses for WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN

2015: WNA WEALTH ADVISORS, INC. PROFIT SHARING 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WNA WEALTH ADVISORS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

71125449-15746

Policy instance

Insurance contract or identification number	71125449-15746
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,246
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,246
Insurance broker organization code?	3
Insurance broker name	RETIREMENT PROGRAMS COMPANY, LLC

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

71125449-15746

Policy instance

Insurance contract or identification number	71125449-15746
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $15,000
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $15,000
Insurance broker organization code?	3
Insurance broker name	RETIREMENT PROGRAMS COMPANY, LLC

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Company Name:	WNA WEALTH ADVISORS, INC.
Employer identification number (EIN):	363902860
NAIC Classification:	523900