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WADDELL & REED, INC. CAFETERIA PLAN 401k Plan overview

Plan NameWADDELL & REED, INC. CAFETERIA PLAN
Plan identification number 504

WADDELL & REED, INC. CAFETERIA PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

WADDELL & REED FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:WADDELL & REED FINANCIAL, INC.
Employer identification number (EIN):431235675
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WADDELL & REED, INC. CAFETERIA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042013-01-01SARA KIRCHER
5042012-01-01SARA KIRCHER
5042011-01-01SARA KIRCHER
5042010-01-01SARA KIRCHER
5042009-01-01SARA KIRCHER
5042008-01-01SARA KIRCHER
5042008-01-01
5042007-01-01SARA KIRCHER
5042005-01-01SARA KIRCHER
5042004-01-01SARA KIRCHER
5042003-01-01SARA KIRCHER
5042002-01-01SARA KIRCHER
5042001-01-01SARA KIRCHER

Plan Statistics for WADDELL & REED, INC. CAFETERIA PLAN

401k plan membership statisitcs for WADDELL & REED, INC. CAFETERIA PLAN

Measure Date Value
2013: WADDELL & REED, INC. CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01740
Total number of active participants reported on line 7a of the Form 55002013-01-010
Total of all active and inactive participants2013-01-010
2012: WADDELL & REED, INC. CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01715
Total number of active participants reported on line 7a of the Form 55002012-01-01740
Total of all active and inactive participants2012-01-01740
2011: WADDELL & REED, INC. CAFETERIA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01668
Total number of active participants reported on line 7a of the Form 55002011-01-01715
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01715
2010: WADDELL & REED, INC. CAFETERIA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01648
Total number of active participants reported on line 7a of the Form 55002010-01-01689
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01689
2009: WADDELL & REED, INC. CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01674
Total number of active participants reported on line 7a of the Form 55002009-01-01644
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01644
2008: WADDELL & REED, INC. CAFETERIA PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01605
Total number of active participants reported on line 7a of the Form 55002008-01-01674
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-01674
2007: WADDELL & REED, INC. CAFETERIA PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01492
Total number of active participants reported on line 7a of the Form 55002007-01-01605
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-01605
2005: WADDELL & REED, INC. CAFETERIA PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-01431
Total number of active participants reported on line 7a of the Form 55002005-01-01433
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-01433
2004: WADDELL & REED, INC. CAFETERIA PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-01440
Total number of active participants reported on line 7a of the Form 55002004-01-01431
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-01431
2003: WADDELL & REED, INC. CAFETERIA PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-01448
Total number of active participants reported on line 7a of the Form 55002003-01-01440
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-010
Total of all active and inactive participants2003-01-01440
2002: WADDELL & REED, INC. CAFETERIA PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-01421
Total number of active participants reported on line 7a of the Form 55002002-01-01448
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-010
Total of all active and inactive participants2002-01-01448
2001: WADDELL & REED, INC. CAFETERIA PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-011,029
Total number of active participants reported on line 7a of the Form 55002001-01-01421
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-010
Total of all active and inactive participants2001-01-01421

Form 5500 Responses for WADDELL & REED, INC. CAFETERIA PLAN

2013: WADDELL & REED, INC. CAFETERIA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: WADDELL & REED, INC. CAFETERIA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: WADDELL & REED, INC. CAFETERIA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: WADDELL & REED, INC. CAFETERIA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: WADDELL & REED, INC. CAFETERIA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes
2008: WADDELL & REED, INC. CAFETERIA PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – General assets of the sponsorYes
2008-01-01Plan benefit arrangement – General assets of the sponsorYes
2007: WADDELL & REED, INC. CAFETERIA PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – General assets of the sponsorYes
2007-01-01Plan benefit arrangement – General assets of the sponsorYes
2005: WADDELL & REED, INC. CAFETERIA PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – General assets of the sponsorYes
2005-01-01Plan benefit arrangement – General assets of the sponsorYes
2004: WADDELL & REED, INC. CAFETERIA PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – General assets of the sponsorYes
2004-01-01Plan benefit arrangement – General assets of the sponsorYes
2003: WADDELL & REED, INC. CAFETERIA PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – General assets of the sponsorYes
2003-01-01Plan benefit arrangement – General assets of the sponsorYes
2002: WADDELL & REED, INC. CAFETERIA PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – General assets of the sponsorYes
2002-01-01Plan benefit arrangement – General assets of the sponsorYes
2001: WADDELL & REED, INC. CAFETERIA PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – General assets of the sponsorYes
2001-01-01Plan benefit arrangement – General assets of the sponsorYes

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