401k Plan data: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN plan

WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN
Plan identification number	002

WSFS FINANCIAL CORPORATION SECTION 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILMINGTON SAVINGS FUNDS SOCIETY, FSB has sponsored the creation of one or more 401k plans.

Company Name: WILMINGTON SAVINGS FUNDS SOCIETY, FSB

Employer identification number (EIN): 510854940

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01 ANITA MARZULLI-BOZZO PEGGY H. EDDENS 2018-07-25
002 2016-01-01 ANITA MARZULLI-BOZZO PEGGY H. EDDENS 2017-07-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01	ANITA MARZULLI-BOZZO	PEGGY H. EDDENS	2018-07-25
002	2016-01-01	ANITA MARZULLI-BOZZO	PEGGY H. EDDENS	2017-07-19

Plan Statistics for WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN

Measure Date Value
2019: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,317
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,690
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 290
Total of all active and inactive participants 2019-01-01 1,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,990
Number of participants with account balances 2019-01-01 1,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,269
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,076
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 214
Total of all active and inactive participants 2018-01-01 1,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,294
Number of participants with account balances 2018-01-01 1,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,181
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,047
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 205
Total of all active and inactive participants 2017-01-01 1,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,256
Number of participants with account balances 2017-01-01 1,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,026
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 966
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 193
Total of all active and inactive participants 2016-01-01 1,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,163
Number of participants with account balances 2016-01-01 1,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 20

Measure	Date	Value
2019: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,317
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,690
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	290
Total of all active and inactive participants	2019-01-01	1,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,990
Number of participants with account balances	2019-01-01	1,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,269
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,076
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	214
Total of all active and inactive participants	2018-01-01	1,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,294
Number of participants with account balances	2018-01-01	1,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,181
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,047
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	205
Total of all active and inactive participants	2017-01-01	1,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,256
Number of participants with account balances	2017-01-01	1,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,026
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	966
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	193
Total of all active and inactive participants	2016-01-01	1,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,163
Number of participants with account balances	2016-01-01	1,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	20

Financial Data on WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN

Measure	Date	Value
2019 : WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$40,289,408
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$11,540,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,275,731
Value of total corrective distributions	2019-12-31	$2,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$19,097,612
Value of total assets at end of year	2019-12-31	$132,060,632
Value of total assets at beginning of year	2019-12-31	$103,311,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$262,187
Total interest from all sources	2019-12-31	$10,570
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,687,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,687,042
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$8,618,837
Participant contributions at end of year	2019-12-31	$141,465
Participant contributions at beginning of year	2019-12-31	$368,656
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,826,050
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$990,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$767,255
Administrative expenses (other) incurred	2019-12-31	$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$28,749,031
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$132,060,632
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$103,311,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$231,270
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$99,469,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$73,285,831
Interest on participant loans	2019-12-31	$10,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$10,834,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$10,577,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$17,494,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$20,624,887
Assets. Invements in employer securities at beginning of year	2019-12-31	$18,312,506
Contributions received in cash from employer	2019-12-31	$5,652,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,275,731
Contract administrator fees	2019-12-31	$30,797
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	KPMG
Accountancy firm EIN	2019-12-31	135565207
2018 : WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$543,683
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$10,584,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,334,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,949,651
Value of total assets at end of year	2018-12-31	$103,311,601
Value of total assets at beginning of year	2018-12-31	$113,352,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$250,540
Total interest from all sources	2018-12-31	$24,194
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,796,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,796,788
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,738,349
Participant contributions at end of year	2018-12-31	$368,656
Participant contributions at beginning of year	2018-12-31	$765,811
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$522,662
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$767,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$410,757
Other income not declared elsewhere	2018-12-31	$-4,318,893
Administrative expenses (other) incurred	2018-12-31	$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-10,041,158
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$103,311,601
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$113,352,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$230,469
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$73,285,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$76,910,156
Interest on participant loans	2018-12-31	$24,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$10,577,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,705,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-8,908,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$18,312,506
Assets. Invements in employer securities at beginning of year	2018-12-31	$25,560,215
Contributions received in cash from employer	2018-12-31	$3,688,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,334,301
Contract administrator fees	2018-12-31	$20,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	KPMG
Accountancy firm EIN	2018-12-31	135565207
2017 : WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$21,048,222
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,484,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,193,734
Expenses. Certain deemed distributions of participant loans	2017-12-31	$5,878
Value of total corrective distributions	2017-12-31	$1,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$9,071,229
Value of total assets at end of year	2017-12-31	$113,352,759
Value of total assets at beginning of year	2017-12-31	$98,788,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$283,514
Total interest from all sources	2017-12-31	$46,510
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,511,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,511,836
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$5,232,883
Participant contributions at end of year	2017-12-31	$765,811
Participant contributions at beginning of year	2017-12-31	$1,372,405
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$511,697
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$410,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$375,747
Other income not declared elsewhere	2017-12-31	$1,274,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$14,563,786
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$113,352,759
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$98,788,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$265,816
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$76,910,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$61,181,920
Interest on participant loans	2017-12-31	$46,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,705,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$8,123,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$8,144,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$25,560,215
Assets. Invements in employer securities at beginning of year	2017-12-31	$27,735,774
Contributions received in cash from employer	2017-12-31	$3,326,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,193,734
Contract administrator fees	2017-12-31	$17,698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	KPMG
Accountancy firm EIN	2017-12-31	135565207
2016 : WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$24,171,005
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,933,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,652,568
Value of total corrective distributions	2016-12-31	$9,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,143,576
Value of total assets at end of year	2016-12-31	$98,788,973
Value of total assets at beginning of year	2016-12-31	$79,550,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$271,418
Total interest from all sources	2016-12-31	$55,951
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,553,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,553,191
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$4,465,151
Participant contributions at end of year	2016-12-31	$1,372,405
Participant contributions at beginning of year	2016-12-31	$1,308,994
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,127,843
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$375,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$19,237,978
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$98,788,973
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$79,550,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$245,109
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$61,181,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$50,982,425
Interest on participant loans	2016-12-31	$55,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$8,123,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,333,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$12,418,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$27,735,774
Assets. Invements in employer securities at beginning of year	2016-12-31	$20,925,835
Contributions received in cash from employer	2016-12-31	$2,550,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,652,568
Contract administrator fees	2016-12-31	$26,249
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	KPMG
Accountancy firm EIN	2016-12-31	135565207

Form 5500 Responses for WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN

2019: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61491-1

Policy instance

Insurance contract or identification number	MR 61491-1
Number of Individuals Covered	1955
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61491-1

Policy instance

Insurance contract or identification number	MR 61491-1
Number of Individuals Covered	1283
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61491-1

Policy instance

Insurance contract or identification number	MR 61491-1
Number of Individuals Covered	1245
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN [EIN = 510054940]

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Company Name:	WILMINGTON SAVINGS FUNDS SOCIETY, FSB
Employer identification number (EIN):	510854940
NAIC Classification:	522110
NAIC Description:	Commercial Banking