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DAVID WORDES 401(K) PLAN 401k Plan overview

Plan NameDAVID WORDES 401(K) PLAN
Plan identification number 001

DAVID WORDES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DAVID WORDES has sponsored the creation of one or more 401k plans.

Company Name:DAVID WORDES
Employer identification number (EIN):300439929
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WORDES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID WORDES2024-06-28 DAVID WORDES2024-06-28
0012022-01-01DAVID WORDES2023-08-23 DAVID WORDES2023-08-23

Financial Data on DAVID WORDES 401(K) PLAN

Measure Date Value
2024 : DAVID WORDES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2850
Net assets as of the end of the plan year2024-06-2878578
Total assets as of the beginning of the plan year2024-06-2835000
Participant contributions to plan in this plan year2024-06-2830000
Other expenses paid from plan in this plan year2024-06-280
Other income to plan in this plan year2024-06-28947
Plan net income in this plan year2024-06-2843578
Net assets as of the end of the plan year2024-06-2878578
Net assets as of the beginning of the plan year2024-06-2835000
Employer contributions to plan in this plan year2024-06-2812681
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2850

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