401k Plan data: WELLS AND ASSOCIATES MONEY PURCHASE PLAN plan

WELLS AND ASSOCIATES MONEY PURCHASE PLAN 401k Plan overview

Plan Name	WELLS AND ASSOCIATES MONEY PURCHASE PLAN
Plan identification number	001

WELLS AND ASSOCIATES MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Plan covering Self-Employed individuals.
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

WELLS & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: WELLS & ASSOCIATES

Employer identification number (EIN): 710842995

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLS AND ASSOCIATES MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 KEVIN R WELLS 2017-07-19
001 2016-01-01 KEVIN R WELLS 2017-06-12
001 2015-01-01 KEVIN R WELLS 2016-07-27
001 2014-01-01 KEVIN R WELLS 2015-06-29
001 2013-01-01 KEVIN R WELLS 2014-07-14
001 2012-01-01 KEVIN R WELLS 2013-06-06
001 2011-01-01 KEVIN R WELLS 2012-07-31
001 2010-01-01 KEVIN R WELLS 2011-06-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	KEVIN R WELLS	2017-07-19
001	2016-01-01	KEVIN R WELLS	2017-06-12
001	2015-01-01	KEVIN R WELLS	2016-07-27
001	2014-01-01	KEVIN R WELLS	2015-06-29
001	2013-01-01	KEVIN R WELLS	2014-07-14
001	2012-01-01	KEVIN R WELLS	2013-06-06
001	2011-01-01	KEVIN R WELLS	2012-07-31
001	2010-01-01	KEVIN R WELLS	2011-06-28

Potentially related plans

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Company Name:	WELLS & ASSOCIATES
Employer identification number (EIN):	710842995
NAIC Classification:	523900