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Plan Name | WADDELL & ASSOCIATES, LLC PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WADDELL & ASSOCIATES, LLC |
Employer identification number (EIN): | 811590945 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | PERRY GREEN | 2023-09-27 | PERRY GREEN | 2023-09-27 |
001 | 2021-01-01 | PERRY GREEN | 2022-09-14 | PERRY GREEN | 2022-09-14 |
001 | 2020-01-01 | PERRY GREEN | 2021-10-06 | PERRY GREEN | 2021-10-06 |
001 | 2019-01-01 | PERRY GREEN | 2020-09-30 | PERRY GREEN | 2020-09-30 |
001 | 2018-01-01 | DAVID S. WADDELL | 2019-10-03 | DAVID S. WADDELL | 2019-10-03 |
001 | 2017-01-01 | DAVID WADDELL | 2018-10-08 | DAVID WADDELL | 2018-10-08 |
001 | 2016-01-01 | DAVID WADDELL | 2017-10-12 | DAVID WADDELL | 2017-10-12 |