401k Plan data: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION plan

EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 401k Plan overview

Plan Name	EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION
Plan identification number	001

EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION

Employer identification number (EIN): 560440967

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RENEE SHAW
001 2016-01-01 ROBERT C. WHITE
001 2015-01-01 ROBERT C. WHITE
001 2014-01-01 ROBERT C. WHITE
001 2013-01-01 ROBERT C. WHITE
001 2012-01-01 ROBERT C. WHITE
001 2011-01-01 ROBERT C. WHITE
001 2010-01-01 ROBERT C WHITE ROBERT C WHITE 2011-07-26
001 2009-01-01 ROBERT C WHITE ROBERT C WHITE 2010-08-17
001 2008-01-01

Plan Statistics for EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION

401k plan membership statisitcs for EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION

Measure Date Value
2023: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
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 1
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
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	1
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION

Measure	Date	Value
2023 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2023 401k financial data
Total income from all sources	2023-08-31	$19,634
Expenses. Total of all expenses incurred	2023-08-31	$161,454
Benefits paid (including direct rollovers)	2023-08-31	$161,454
Total plan assets at end of year	2023-08-31	$0
Total plan assets at beginning of year	2023-08-31	$141,820
Value of fidelity bond covering the plan	2023-08-31	$1,000,000
Other income received	2023-08-31	$19,634
Net income (gross income less expenses)	2023-08-31	$-141,820
Net plan assets at end of year (total assets less liabilities)	2023-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-08-31	$141,820
2022 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2022 401k financial data
Total income from all sources	2022-12-31	$3,497
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$141,820
Total plan assets at beginning of year	2022-12-31	$138,323
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Other income received	2022-12-31	$3,497
Net income (gross income less expenses)	2022-12-31	$3,497
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$141,820
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$138,323
Assets. Value of employer securities	2022-12-31	$85,944
2021 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2021 401k financial data
Total income from all sources	2021-12-31	$-6,358
Expenses. Total of all expenses incurred	2021-12-31	$275
Benefits paid (including direct rollovers)	2021-12-31	$275
Total plan assets at end of year	2021-12-31	$138,323
Total plan assets at beginning of year	2021-12-31	$144,956
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Other income received	2021-12-31	$-6,358
Net income (gross income less expenses)	2021-12-31	$-6,633
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$138,323
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$144,956
Assets. Value of employer securities	2021-12-31	$89,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2020 401k financial data
Total income from all sources	2020-12-31	$3,000
Expenses. Total of all expenses incurred	2020-12-31	$41,590
Benefits paid (including direct rollovers)	2020-12-31	$41,590
Total plan assets at end of year	2020-12-31	$144,956
Total plan assets at beginning of year	2020-12-31	$183,546
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Other income received	2020-12-31	$3,000
Net income (gross income less expenses)	2020-12-31	$-38,590
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$144,956
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$183,546
Assets. Value of employer securities	2020-12-31	$97,664
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2019 401k financial data
Total income from all sources	2019-12-31	$10,406
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$183,546
Total plan assets at beginning of year	2019-12-31	$173,140
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Other income received	2019-12-31	$10,406
Net income (gross income less expenses)	2019-12-31	$10,406
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$183,546
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$173,140
Assets. Value of employer securities	2019-12-31	$126,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2018 401k financial data
Total income from all sources	2018-12-31	$2,961
Expenses. Total of all expenses incurred	2018-12-31	$2,147
Benefits paid (including direct rollovers)	2018-12-31	$2,147
Total plan assets at end of year	2018-12-31	$173,140
Total plan assets at beginning of year	2018-12-31	$172,326
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Other income received	2018-12-31	$2,961
Net income (gross income less expenses)	2018-12-31	$814
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$173,140
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$172,326
Assets. Value of employer securities	2018-12-31	$119,003
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2017 401k financial data
Total income from all sources	2017-12-31	$22,332
Expenses. Total of all expenses incurred	2017-12-31	$223,925
Benefits paid (including direct rollovers)	2017-12-31	$223,925
Total plan assets at end of year	2017-12-31	$172,326
Total plan assets at beginning of year	2017-12-31	$373,919
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Other income received	2017-12-31	$22,332
Net income (gross income less expenses)	2017-12-31	$-201,593
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$172,326
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$373,919
Assets. Value of employer securities	2017-12-31	$118,427
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2016 401k financial data
Total income from all sources	2016-12-31	$17,551
Expenses. Total of all expenses incurred	2016-12-31	$69,820
Benefits paid (including direct rollovers)	2016-12-31	$69,820
Total plan assets at end of year	2016-12-31	$373,919
Total plan assets at beginning of year	2016-12-31	$426,188
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Other income received	2016-12-31	$17,551
Net income (gross income less expenses)	2016-12-31	$-52,269
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$373,919
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$426,188
Assets. Value of employer securities	2016-12-31	$257,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2015 401k financial data
Total income from all sources	2015-12-31	$5,839
Expenses. Total of all expenses incurred	2015-12-31	$14,031
Benefits paid (including direct rollovers)	2015-12-31	$14,031
Total plan assets at end of year	2015-12-31	$426,188
Total plan assets at beginning of year	2015-12-31	$434,380
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Other income received	2015-12-31	$5,839
Net income (gross income less expenses)	2015-12-31	$-8,192
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$426,188
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$434,380
Assets. Value of employer securities	2015-12-31	$292,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2014 401k financial data
Total income from all sources	2014-12-31	$97,412
Expenses. Total of all expenses incurred	2014-12-31	$188
Benefits paid (including direct rollovers)	2014-12-31	$188
Total plan assets at end of year	2014-12-31	$434,380
Total plan assets at beginning of year	2014-12-31	$337,156
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Other income received	2014-12-31	$97,412
Net income (gross income less expenses)	2014-12-31	$97,224
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$434,380
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$337,156
Assets. Value of employer securities	2014-12-31	$302,560
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2013 401k financial data
Total income from all sources	2013-12-31	$69,283
Expenses. Total of all expenses incurred	2013-12-31	$64,720
Benefits paid (including direct rollovers)	2013-12-31	$64,720
Total plan assets at end of year	2013-12-31	$337,156
Total plan assets at beginning of year	2013-12-31	$332,593
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Other income received	2013-12-31	$69,283
Net income (gross income less expenses)	2013-12-31	$4,563
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$337,156
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$332,593
Assets. Value of employer securities	2013-12-31	$211,036
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2012 401k financial data
Total income from all sources	2012-12-31	$30,197
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$332,593
Total plan assets at beginning of year	2012-12-31	$302,396
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Other income received	2012-12-31	$30,197
Net income (gross income less expenses)	2012-12-31	$30,197
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$332,593
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$302,396
Assets. Value of employer securities	2012-12-31	$187,563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2011 401k financial data
Total income from all sources	2011-12-31	$4,424
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$302,396
Total plan assets at beginning of year	2011-12-31	$297,972
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Other income received	2011-12-31	$4,424
Net income (gross income less expenses)	2011-12-31	$4,424
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$302,396
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$297,972
Assets. Value of employer securities	2011-12-31	$162,706
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2010 401k financial data
Total income from all sources	2010-12-31	$-22,131
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$297,972
Total plan assets at beginning of year	2010-12-31	$320,103
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Other income received	2010-12-31	$-22,131
Net income (gross income less expenses)	2010-12-31	$-22,131
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$297,972
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$320,103
Assets. Value of employer securities	2010-12-31	$163,836
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION

2023: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION
Employer identification number (EIN):	560440967
NAIC Classification:	522120
NAIC Description:	Savings Institutions