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DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameDAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN
Plan identification number 001

DAVID WANK INVESTMENTS, LLC PROFIT SHARING 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
  • 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.
  • 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 WANK INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID WANK INVESTMENTS, LLC
Employer identification number (EIN):562345124
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about DAVID WANK INVESTMENTS, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200315710024

More information about DAVID WANK INVESTMENTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID WANK2024-09-27
0012022-01-01DAVID WANK2023-10-09
0012021-01-01DAVID WANK2022-10-03
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID WANK
0012016-01-01DAVID WANK
0012015-01-01DAVID WANK2016-10-11
0012014-01-01DAVID WANK2015-10-09
0012013-01-01DAVID WANK2014-09-23
0012012-01-01DAVID WANK2013-10-01

Financial Data on DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN

Measure Date Value
2025 : DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-240
Total liabilities as of the end of the plan year2025-07-240
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-2417023
Net assets as of the end of the plan year2025-07-244079711
Total assets as of the beginning of the plan year2025-07-243369754
Value of plan covered by a fidelity bond2025-07-24336976
Participant contributions to plan in this plan year2025-07-2448750
Other expenses paid from plan in this plan year2025-07-240
Other contributions to plan in this plan year2025-07-240
Other income to plan in this plan year2025-07-24584168
Plan net income in this plan year2025-07-24709957
Net assets as of the end of the plan year2025-07-244079711
Net assets as of the beginning of the plan year2025-07-243369754
Employer contributions to plan in this plan year2025-07-2494062
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2417023
2024 : DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-270
Total liabilities as of the beginning of the plan year2024-09-270
Total expenses incurred by plan in this plan year2024-09-2718142
Net assets as of the end of the plan year2024-09-273369754
Total assets as of the beginning of the plan year2024-09-272636277
Value of plan covered by a fidelity bond2024-09-27263628
Participant contributions to plan in this plan year2024-09-2776507
Other expenses paid from plan in this plan year2024-09-270
Other contributions to plan in this plan year2024-09-270
Other income to plan in this plan year2024-09-27643563
Plan net income in this plan year2024-09-27733477
Net assets as of the end of the plan year2024-09-273369754
Net assets as of the beginning of the plan year2024-09-272636277
Employer contributions to plan in this plan year2024-09-2731549
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2718142
2022 : DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-030
Total liabilities as of the end of the plan year2022-10-030
Total liabilities as of the beginning of the plan year2022-10-030
Total expenses incurred by plan in this plan year2022-10-0316741
Net assets as of the end of the plan year2022-10-033018696
Total assets as of the beginning of the plan year2022-10-032397237
Value of plan covered by a fidelity bond2022-10-03240000
Participant contributions to plan in this plan year2022-10-03100115
Other expenses paid from plan in this plan year2022-10-030
Other contributions to plan in this plan year2022-10-030
Other income to plan in this plan year2022-10-03497555
Plan net income in this plan year2022-10-03621459
Net assets as of the end of the plan year2022-10-033018696
Net assets as of the beginning of the plan year2022-10-032397237
Employer contributions to plan in this plan year2022-10-0340530
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0316741
2020 : DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$525,561
Expenses. Total of all expenses incurred2020-12-31$13,324
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,397,237
Total plan assets at beginning of year2020-12-31$1,885,000
Value of fidelity bond covering the plan2020-12-31$188,501
Total contributions received or receivable from participants2020-12-31$110,500
Assets. Value of loans (other than to participants)2020-12-31$100,000
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$370,636
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$512,237
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,397,237
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,885,000
Total contributions received or receivable from employer(s)2020-12-31$44,425
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13,324
2019 : DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$460,818
Expenses. Total of all expenses incurred2019-12-31$12,910
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,885,000
Total plan assets at beginning of year2019-12-31$1,437,092
Value of fidelity bond covering the plan2019-12-31$180,000
Total contributions received or receivable from participants2019-12-31$107,000
Assets. Value of loans (other than to participants)2019-12-31$100,000
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$309,817
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$447,908
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,885,000
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,437,092
Total contributions received or receivable from employer(s)2019-12-31$44,001
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$12,910
2018 : DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-34,577
Expenses. Total of all expenses incurred2018-12-31$6,369
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,437,092
Total plan assets at beginning of year2018-12-31$1,478,038
Value of fidelity bond covering the plan2018-12-31$180,000
Total contributions received or receivable from participants2018-12-31$81,764
Assets. Value of loans (other than to participants)2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-158,096
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-40,946
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,437,092
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,478,038
Total contributions received or receivable from employer(s)2018-12-31$41,755
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,369
2017 : DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$251,730
Expenses. Total of all expenses incurred2017-12-31$3,206
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,478,038
Total plan assets at beginning of year2017-12-31$1,229,514
Value of fidelity bond covering the plan2017-12-31$122,952
Total contributions received or receivable from participants2017-12-31$93,145
Assets. Value of loans (other than to participants)2017-12-31$100,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$105,599
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$248,524
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,478,038
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,229,514
Total contributions received or receivable from employer(s)2017-12-31$52,986
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,206
2016 : DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$190,430
Expenses. Total of all expenses incurred2016-12-31$4,148
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,229,514
Total plan assets at beginning of year2016-12-31$1,043,232
Value of fidelity bond covering the plan2016-12-31$120,000
Total contributions received or receivable from participants2016-12-31$84,000
Assets. Value of loans (other than to participants)2016-12-31$100,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$60,250
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$186,282
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,229,514
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,043,232
Total contributions received or receivable from employer(s)2016-12-31$46,180
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,148

Form 5500 Responses for DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN

2020: DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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