EARL R. WADDELL & SONS, INC. has sponsored the creation of one or more 401k plans.
Additional information about EARL R. WADDELL & SONS, INC.
Submission information for form 5500 for 401k plan EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN
401k plan membership statisitcs for EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 0 |
| Total participants | 2022-07-01 | 0 |
| Number of participants with account balances | 2022-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| 2021: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 14 |
| Total of all active and inactive participants | 2021-07-01 | 26 |
| Total participants | 2021-07-01 | 26 |
| Number of participants with account balances | 2021-07-01 | 24 |
| 2020: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 12 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 14 |
| Total of all active and inactive participants | 2020-07-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 26 |
| Number of participants with account balances | 2020-07-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| 2019: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 13 |
| Total of all active and inactive participants | 2019-07-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 26 |
| Number of participants with account balances | 2019-07-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 1 |
| 2018: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 12 |
| Total of all active and inactive participants | 2018-07-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 27 |
| Number of participants with account balances | 2018-07-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 11 |
| Total of all active and inactive participants | 2017-07-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 26 |
| Number of participants with account balances | 2017-07-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 1 |
| 2016: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 9 |
| Total of all active and inactive participants | 2016-07-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 24 |
| Number of participants with account balances | 2016-07-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 9 |
| Total of all active and inactive participants | 2015-07-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 22 |
| Number of participants with account balances | 2015-07-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 1 |
| 2014: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 8 |
| Total of all active and inactive participants | 2014-07-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 19 |
| Number of participants with account balances | 2014-07-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 8 |
| Total of all active and inactive participants | 2013-07-01 | 19 |
| Total participants | 2013-07-01 | 19 |
| Number of participants with account balances | 2013-07-01 | 18 |
| 2012: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 8 |
| Total of all active and inactive participants | 2012-07-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 19 |
| Number of participants with account balances | 2012-07-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 8 |
| Total of all active and inactive participants | 2011-07-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 19 |
| Number of participants with account balances | 2011-07-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 9 |
| Total of all active and inactive participants | 2009-07-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 19 |
| Number of participants with account balances | 2009-07-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $329,957 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $641,033 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $640,776 |
| Total plan assets at end of year | 2023-06-30 | $0 |
| Total plan assets at beginning of year | 2023-06-30 | $311,076 |
| Value of fidelity bond covering the plan | 2023-06-30 | $285,000 |
| Other income received | 2023-06-30 | $329,957 |
| Net income (gross income less expenses) | 2023-06-30 | $-311,076 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $311,076 |
| Assets. Value of employer securities | 2023-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $257 |
| 2022 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $4,907 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $4,907 |
| Total plan assets at end of year | 2022-06-30 | $311,076 |
| Total plan assets at beginning of year | 2022-06-30 | $315,983 |
| Value of fidelity bond covering the plan | 2022-06-30 | $285,000 |
| Net income (gross income less expenses) | 2022-06-30 | $-4,907 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $311,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $315,983 |
| Assets. Value of employer securities | 2022-06-30 | $276,285 |
| 2021 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-06-30 | $0 |
| Total plan liabilities at end of year | 2021-06-30 | $0 |
| Total plan liabilities at beginning of year | 2021-06-30 | $0 |
| Total income from all sources | 2021-06-30 | $-70 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $0 |
| Total plan assets at end of year | 2021-06-30 | $315,983 |
| Total plan assets at beginning of year | 2021-06-30 | $316,053 |
| Value of fidelity bond covering the plan | 2021-06-30 | $285,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $-70 |
| Noncash contributions received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $-70 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $315,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $316,053 |
| Assets. Value of employer securities | 2021-06-30 | $276,285 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2021-06-30 | $0 |
| Value of corrective distributions | 2021-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $0 |
| 2020 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-06-30 | $0 |
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $-441 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $7,018 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $5,126 |
| Total plan assets at end of year | 2020-06-30 | $316,053 |
| Total plan assets at beginning of year | 2020-06-30 | $323,512 |
| Value of fidelity bond covering the plan | 2020-06-30 | $285,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
| Other income received | 2020-06-30 | $-441 |
| Noncash contributions received | 2020-06-30 | $0 |
| Net income (gross income less expenses) | 2020-06-30 | $-7,459 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $316,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $323,512 |
| Assets. Value of employer securities | 2020-06-30 | $276,285 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $1,892 |
| 2019 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-06-30 | $0 |
| Total plan liabilities at end of year | 2019-06-30 | $0 |
| Total plan liabilities at beginning of year | 2019-06-30 | $0 |
| Total income from all sources | 2019-06-30 | $-8,214 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $8,804 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $8,804 |
| Total plan assets at end of year | 2019-06-30 | $323,512 |
| Total plan assets at beginning of year | 2019-06-30 | $340,530 |
| Total contributions received or receivable from participants | 2019-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $-8,214 |
| Noncash contributions received | 2019-06-30 | $0 |
| Net income (gross income less expenses) | 2019-06-30 | $-17,018 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $323,512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $340,530 |
| Assets. Value of employer securities | 2019-06-30 | $276,285 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
| Value of corrective distributions | 2019-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $0 |
| 2017 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $25,125 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $1,579 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $0 |
| Total plan assets at end of year | 2017-06-30 | $589,507 |
| Total plan assets at beginning of year | 2017-06-30 | $565,961 |
| Total contributions received or receivable from participants | 2017-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $1,579 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $23,546 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $23,546 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $589,507 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $565,961 |
| Assets. Value of employer securities | 2017-06-30 | $528,737 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $1,579 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
| 2016 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $12,088 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $1,579 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $0 |
| Total plan assets at end of year | 2016-06-30 | $565,961 |
| Total plan assets at beginning of year | 2016-06-30 | $555,452 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $1,579 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $10,509 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $10,509 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $565,961 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $555,452 |
| Assets. Value of employer securities | 2016-06-30 | $528,737 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $1,579 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
| 2015 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $509 |
| Total plan assets at end of year | 2015-06-30 | $555,452 |
| Total plan assets at beginning of year | 2015-06-30 | $554,943 |
| Other income received | 2015-06-30 | $509 |
| Net income (gross income less expenses) | 2015-06-30 | $509 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $555,452 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $554,943 |
| Assets. Value of employer securities | 2015-06-30 | $528,737 |
| 2014 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $996 |
| Total plan assets at end of year | 2014-06-30 | $554,943 |
| Total plan assets at beginning of year | 2014-06-30 | $553,947 |
| Other income received | 2014-06-30 | $996 |
| Net income (gross income less expenses) | 2014-06-30 | $996 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $554,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $553,947 |
| Assets. Value of employer securities | 2014-06-30 | $528,737 |
| 2013 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $1,305 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $0 |
| Total plan assets at end of year | 2013-06-30 | $553,947 |
| Total plan assets at beginning of year | 2013-06-30 | $552,642 |
| Value of fidelity bond covering the plan | 2013-06-30 | $350,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $1,305 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $1,305 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $553,947 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $552,642 |
| Assets. Value of employer securities | 2013-06-30 | $528,737 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| 2012 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $22,787 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $0 |
| Total plan assets at end of year | 2012-06-30 | $552,642 |
| Total plan assets at beginning of year | 2012-06-30 | $529,855 |
| Value of fidelity bond covering the plan | 2012-06-30 | $350,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Noncash contributions received | 2012-06-30 | $22,787 |
| Net income (gross income less expenses) | 2012-06-30 | $22,787 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $552,642 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $529,855 |
| Assets. Value of employer securities | 2012-06-30 | $528,737 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
| 2011 : EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $30 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $529,855 |
| Total plan assets at beginning of year | 2011-06-30 | $529,825 |
| Value of fidelity bond covering the plan | 2011-06-30 | $350,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $30 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $30 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $529,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $529,825 |
| Assets. Value of employer securities | 2011-06-30 | $528,737 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |
| 2022: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | Yes |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EARL R. WADDELL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
