401k Plan data: WANKERL ENTERPRISES, INC. RETIREMENT PLAN plan

WANKERL ENTERPRISES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	WANKERL ENTERPRISES, INC. RETIREMENT PLAN
Plan identification number	001

WANKERL ENTERPRISES, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WANKERL ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WANKERL ENTERPRISES, INC.

Employer identification number (EIN): 463594055

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WANKERL ENTERPRISES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 THOMAS D. WANKERL
001 2015-01-01 THOMAS D. WANKERL
001 2014-01-01 THOMAS D. WANKERL
001 2013-09-09 THOMAS D. WANKERL

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	THOMAS D. WANKERL
001	2015-01-01	THOMAS D. WANKERL
001	2014-01-01	THOMAS D. WANKERL
001	2013-09-09	THOMAS D. WANKERL

Plan Statistics for WANKERL ENTERPRISES, INC. RETIREMENT PLAN

401k plan membership statisitcs for WANKERL ENTERPRISES, INC. RETIREMENT PLAN

Measure Date Value
2016: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-09 2
Total number of active participants reported on line 7a of the Form 5500 2013-09-09 2
Number of retired or separated participants receiving benefits 2013-09-09 0
Number of other retired or separated participants entitled to future benefits 2013-09-09 0
Total of all active and inactive participants 2013-09-09 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-09 0
Total participants 2013-09-09 2
Number of participants with account balances 2013-09-09 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-09 0

Measure	Date	Value
2016: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-09	2
Total number of active participants reported on line 7a of the Form 5500	2013-09-09	2
Number of retired or separated participants receiving benefits	2013-09-09	0
Number of other retired or separated participants entitled to future benefits	2013-09-09	0
Total of all active and inactive participants	2013-09-09	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-09	0
Total participants	2013-09-09	2
Number of participants with account balances	2013-09-09	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-09	0

Financial Data on WANKERL ENTERPRISES, INC. RETIREMENT PLAN

Measure	Date	Value
2016 : WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$36,484
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$132,843
Total plan assets at beginning of year	2016-12-31	$96,359
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$36,484
Net income (gross income less expenses)	2016-12-31	$36,484
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$132,843
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$96,359
Assets. Value of employer securities	2016-12-31	$115,000
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$74,240
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$96,359
Total plan assets at beginning of year	2015-12-31	$22,119
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$74,240
Net income (gross income less expenses)	2015-12-31	$74,240
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$96,359
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$22,119
Assets. Value of employer securities	2015-12-31	$79,550
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-195,301
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$22,119
Total plan assets at beginning of year	2014-12-31	$217,420
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-195,301
Net income (gross income less expenses)	2014-12-31	$-195,301
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$22,119
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$217,420
Assets. Value of employer securities	2014-12-31	$4,829
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$217,845
Expenses. Total of all expenses incurred	2013-12-31	$425
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$217,420
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$216,165
Other income received	2013-12-31	$1,680
Net income (gross income less expenses)	2013-12-31	$217,420
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$217,420
Assets. Value of employer securities	2013-12-31	$200,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$425

Form 5500 Responses for WANKERL ENTERPRISES, INC. RETIREMENT PLAN

2016: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WANKERL ENTERPRISES, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-09-09	Type of plan entity	Single employer plan
2013-09-09	First time form 5500 has been submitted	Yes
2013-09-09	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-09-09	Plan funding arrangement – Trust	Yes
2013-09-09	Plan benefit arrangement - Trust	Yes

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Company Name:	WANKERL ENTERPRISES, INC.
Employer identification number (EIN):	463594055
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services