WALL STREET FINANCIAL GROUP INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2015 : WSFG 401K SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $76,764 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,714 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,150 |
| Total plan assets at end of year | 2015-12-31 | $911,932 |
| Total plan assets at beginning of year | 2015-12-31 | $840,882 |
| Total contributions received or receivable from participants | 2015-12-31 | $66,309 |
| Other income received | 2015-12-31 | $-5,263 |
| Net income (gross income less expenses) | 2015-12-31 | $71,050 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $911,932 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $840,882 |
| Assets. Value of participant loans | 2015-12-31 | $95,418 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $15,718 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,564 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : WSFG 401K SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $128,448 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $111,362 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $108,040 |
| Total plan assets at end of year | 2014-12-31 | $840,882 |
| Total plan assets at beginning of year | 2014-12-31 | $823,796 |
| Total contributions received or receivable from participants | 2014-12-31 | $65,389 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $16,579 |
| Other income received | 2014-12-31 | $30,752 |
| Net income (gross income less expenses) | 2014-12-31 | $17,086 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $840,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $823,796 |
| Assets. Value of participant loans | 2014-12-31 | $85,503 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,728 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,322 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : WSFG 401K SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $225,266 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $69,671 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $66,436 |
| Total plan assets at end of year | 2013-12-31 | $823,796 |
| Total plan assets at beginning of year | 2013-12-31 | $668,201 |
| Total contributions received or receivable from participants | 2013-12-31 | $65,014 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $20,377 |
| Other income received | 2013-12-31 | $139,875 |
| Net income (gross income less expenses) | 2013-12-31 | $155,595 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $823,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $668,201 |
| Assets. Value of participant loans | 2013-12-31 | $89,620 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,235 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : WSFG 401K SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $167,026 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $67,309 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $64,030 |
| Total plan assets at end of year | 2012-12-31 | $668,201 |
| Total plan assets at beginning of year | 2012-12-31 | $568,484 |
| Total contributions received or receivable from participants | 2012-12-31 | $88,757 |
| Other income received | 2012-12-31 | $78,269 |
| Net income (gross income less expenses) | 2012-12-31 | $99,717 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $668,201 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $568,484 |
| Assets. Value of participant loans | 2012-12-31 | $100,179 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,279 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : WSFG 401K SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $54,136 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $29,419 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $26,956 |
| Total plan assets at end of year | 2011-12-31 | $568,484 |
| Total plan assets at beginning of year | 2011-12-31 | $543,767 |
| Total contributions received or receivable from participants | 2011-12-31 | $82,604 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $-349 |
| Other income received | 2011-12-31 | $-28,468 |
| Net income (gross income less expenses) | 2011-12-31 | $24,717 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $568,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $543,767 |
| Assets. Value of participant loans | 2011-12-31 | $70,792 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,812 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WSFG 401K SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $134,128 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $24,095 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $23,203 |
| Total plan assets at end of year | 2010-12-31 | $543,767 |
| Total plan assets at beginning of year | 2010-12-31 | $433,734 |
| Total contributions received or receivable from participants | 2010-12-31 | $75,631 |
| Other income received | 2010-12-31 | $58,497 |
| Net income (gross income less expenses) | 2010-12-31 | $110,033 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $543,767 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $433,734 |
| Assets. Value of participant loans | 2010-12-31 | $77,063 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $892 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2015: WSFG 401K SAVINGS PLAN 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WSFG 401K SAVINGS PLAN 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WSFG 401K SAVINGS PLAN 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WSFG 401K SAVINGS PLAN 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WSFG 401K SAVINGS PLAN 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WSFG 401K SAVINGS PLAN 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WSFG 401K SAVINGS PLAN 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
