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WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 401k Plan overview

Plan NameWENDY'S OF BLOOMINGTON, INC. 401(K) PLAN
Plan identification number 001

WENDY'S OF BLOOMINGTON, INC. 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WENDYS OF BLOOMINGTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:WENDYS OF BLOOMINGTON, INC.
Employer identification number (EIN):351365466
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01JENNIFER MILLS
0012016-01-01JENNIFER MILLS
0012015-01-01JENNIFER MILLS
0012014-01-01WILLIAM PARKS WILLIAM PARKS2015-10-15
0012013-01-01WILLIAM PARKS
0012012-01-01WILLIAM E. PARKS WILLIAM E. PARKS2013-10-14
0012011-01-01WILLIAM E. PARKS
0012010-01-01WILLIAM E. PARKS2011-10-07

Plan Statistics for WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN

401k plan membership statisitcs for WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN

Measure Date Value
2025: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1523
Total number of particpants at end of year2025-10-15335
Number of Participants With Account Balances2025-10-1579
2019: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01219
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01118
Total number of active participants reported on line 7a of the Form 55002018-01-0169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01107
Number of participants with account balances2018-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01183
Total number of active participants reported on line 7a of the Form 55002017-01-0176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01118
Number of participants with account balances2017-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01179
Total number of active participants reported on line 7a of the Form 55002016-01-01104
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01144
Number of participants with account balances2016-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01165
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01145
Number of participants with account balances2015-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01149
Number of participants with account balances2014-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01105
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01135
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01105
Number of participants with account balances2012-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-0176
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01104
Number of participants with account balances2011-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117

Financial Data on WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN

Measure Date Value
2025 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15240140
Net assets as of the end of the plan year2025-10-152394862
Total assets as of the beginning of the plan year2025-10-150
Participant contributions to plan in this plan year2025-10-15129861
Value of participant loans at end of plan year2025-10-1560963
Other income to plan in this plan year2025-10-152459454
Plan net income in this plan year2025-10-152394862
Net assets as of the end of the plan year2025-10-152394862
Net assets as of the beginning of the plan year2025-10-150
Employer contributions to plan in this plan year2025-10-1545687
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1522684
2019 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$391,752
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,268
Expenses. Certain deemed distributions of participant loans2019-12-31$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$156,802
Value of total assets at end of year2019-12-31$1,343,988
Value of total assets at beginning of year2019-12-31$969,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,177
Total interest from all sources2019-12-31$3,305
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$77,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$77,219
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$97,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$118,822
Participant contributions at end of year2019-12-31$89,567
Participant contributions at beginning of year2019-12-31$34,327
Participant contributions at beginning of year2019-12-31$4,088
Administrative expenses (other) incurred2019-12-31$13,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$374,290
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,343,988
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$969,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,152,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$858,579
Interest on participant loans2019-12-31$3,281
Value of interest in common/collective trusts at end of year2019-12-31$100,455
Value of interest in common/collective trusts at beginning of year2019-12-31$70,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$133,895
Net investment gain or loss from common/collective trusts2019-12-31$20,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$37,980
Employer contributions (assets) at beginning of year2019-12-31$675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,268
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WATERMARK CPA GROUP, LLC
Accountancy firm EIN2019-12-31205881258
2018 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$44,067
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$78,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$66,234
Expenses. Certain deemed distributions of participant loans2018-12-31$2,361
Value of total corrective distributions2018-12-31$2,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$116,309
Value of total assets at end of year2018-12-31$969,698
Value of total assets at beginning of year2018-12-31$1,004,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,535
Total interest from all sources2018-12-31$2,002
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$69,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$69,508
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$101,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$85,140
Participant contributions at end of year2018-12-31$34,327
Participant contributions at beginning of year2018-12-31$31,121
Participant contributions at end of year2018-12-31$4,088
Participant contributions at beginning of year2018-12-31$2,373
Administrative expenses (other) incurred2018-12-31$7,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-34,832
Value of net assets at end of year (total assets less liabilities)2018-12-31$969,698
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,004,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$858,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$899,617
Interest on participant loans2018-12-31$1,989
Value of interest in common/collective trusts at end of year2018-12-31$70,019
Value of interest in common/collective trusts at beginning of year2018-12-31$69,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-136,923
Net investment gain or loss from common/collective trusts2018-12-31$-6,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$31,169
Employer contributions (assets) at end of year2018-12-31$675
Employer contributions (assets) at beginning of year2018-12-31$976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$66,234
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WATERMARK CPA GROUP, LLC
Accountancy firm EIN2018-12-31205881258
2017 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$237,027
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$95,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$75,298
Expenses. Certain deemed distributions of participant loans2017-12-31$361
Value of total corrective distributions2017-12-31$2,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$97,141
Value of total assets at end of year2017-12-31$1,004,530
Value of total assets at beginning of year2017-12-31$862,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,811
Total interest from all sources2017-12-31$2,180
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$37,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$37,671
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$87,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$68,228
Participant contributions at end of year2017-12-31$31,121
Participant contributions at beginning of year2017-12-31$45,726
Participant contributions at end of year2017-12-31$2,373
Participant contributions at beginning of year2017-12-31$2,623
Administrative expenses (other) incurred2017-12-31$16,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$142,001
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,004,530
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$862,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$899,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$761,862
Interest on participant loans2017-12-31$2,179
Value of interest in common/collective trusts at end of year2017-12-31$69,671
Value of interest in common/collective trusts at beginning of year2017-12-31$50,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$89,794
Net investment gain or loss from common/collective trusts2017-12-31$10,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$28,913
Employer contributions (assets) at end of year2017-12-31$976
Employer contributions (assets) at beginning of year2017-12-31$1,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$75,298
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WATERMARK CPA GROUP, LLC
Accountancy firm EIN2017-12-31205881258
2016 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$158,716
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$27,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,220
Value of total corrective distributions2016-12-31$1,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$100,777
Value of total assets at end of year2016-12-31$862,529
Value of total assets at beginning of year2016-12-31$730,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,510
Total interest from all sources2016-12-31$2,368
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$22,944
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$74,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$69,748
Participant contributions at end of year2016-12-31$45,726
Participant contributions at beginning of year2016-12-31$46,254
Participant contributions at end of year2016-12-31$2,623
Participant contributions at beginning of year2016-12-31$2,193
Administrative expenses (other) incurred2016-12-31$20,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$131,708
Value of net assets at end of year (total assets less liabilities)2016-12-31$862,529
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$730,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$761,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$639,270
Interest on participant loans2016-12-31$2,368
Value of interest in common/collective trusts at end of year2016-12-31$50,787
Value of interest in common/collective trusts at beginning of year2016-12-31$41,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$26,516
Net investment gain or loss from common/collective trusts2016-12-31$6,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$31,029
Employer contributions (assets) at end of year2016-12-31$1,142
Employer contributions (assets) at beginning of year2016-12-31$1,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,220
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WATERMARK CPA GROUP, LLC
Accountancy firm EIN2016-12-31205881258
2015 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$92,606
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$44,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$29,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$100,349
Value of total assets at end of year2015-12-31$730,821
Value of total assets at beginning of year2015-12-31$682,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,342
Total interest from all sources2015-12-31$1,477
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$40,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$40,379
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$69,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$68,846
Participant contributions at end of year2015-12-31$46,254
Participant contributions at beginning of year2015-12-31$29,294
Participant contributions at end of year2015-12-31$2,193
Administrative expenses (other) incurred2015-12-31$14,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$48,560
Value of net assets at end of year (total assets less liabilities)2015-12-31$730,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$682,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$639,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$621,494
Interest on participant loans2015-12-31$1,477
Value of interest in common/collective trusts at end of year2015-12-31$41,942
Value of interest in common/collective trusts at beginning of year2015-12-31$31,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$56
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,289
Net investment gain or loss from common/collective trusts2015-12-31$-310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$31,503
Employer contributions (assets) at end of year2015-12-31$1,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,704
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WATERMARK CPA GROUP, LLC
Accountancy firm EIN2015-12-31205881258
2014 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$135,606
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$58,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,786
Value of total corrective distributions2014-12-31$14,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$87,362
Value of total assets at end of year2014-12-31$682,261
Value of total assets at beginning of year2014-12-31$604,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,414
Total interest from all sources2014-12-31$1,041
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$29,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$29,519
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$61,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$60,261
Participant contributions at end of year2014-12-31$29,294
Participant contributions at beginning of year2014-12-31$24,621
Participant contributions at beginning of year2014-12-31$46,071
Administrative expenses (other) incurred2014-12-31$7,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$77,299
Value of net assets at end of year (total assets less liabilities)2014-12-31$682,261
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$604,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$621,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$528,676
Interest on participant loans2014-12-31$1,041
Value of interest in common/collective trusts at end of year2014-12-31$31,417
Value of interest in common/collective trusts at beginning of year2014-12-31$1,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$56
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$16,044
Net investment gain or loss from common/collective trusts2014-12-31$1,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$27,101
Employer contributions (assets) at beginning of year2014-12-31$4,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,786
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WATERMARK CPA GROUP, LLC
Accountancy firm EIN2014-12-31205881258
2013 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$213,458
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$107,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$96,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$128,122
Value of total assets at end of year2013-12-31$604,962
Value of total assets at beginning of year2013-12-31$499,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,991
Total interest from all sources2013-12-31$251
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$16,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$16,207
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$100,611
Participant contributions at end of year2013-12-31$24,621
Participant contributions at beginning of year2013-12-31$10,354
Participant contributions at end of year2013-12-31$46,071
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$101
Other income not declared elsewhere2013-12-31$3
Administrative expenses (other) incurred2013-12-31$10,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$105,580
Value of net assets at end of year (total assets less liabilities)2013-12-31$604,962
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$499,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$528,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$487,080
Interest on participant loans2013-12-31$251
Value of interest in common/collective trusts at end of year2013-12-31$1,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$68,812
Net investment gain or loss from common/collective trusts2013-12-31$63
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$27,410
Employer contributions (assets) at end of year2013-12-31$4,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$96,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WATERMARK CPA GROUP, LLC
Accountancy firm EIN2013-12-31205881258
2012 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$146,485
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$59,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$59,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$102,008
Value of total assets at end of year2012-12-31$499,382
Value of total assets at beginning of year2012-12-31$412,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$158
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$73,595
Participant contributions at end of year2012-12-31$10,354
Participant contributions at beginning of year2012-12-31$5,594
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$86,935
Value of net assets at end of year (total assets less liabilities)2012-12-31$499,382
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$412,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$487,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$399,449
Income. Interest from loans (other than to participants)2012-12-31$158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$44,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$28,413
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$59,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WATERMARK CPA GROUP, LLC
Accountancy firm EIN2012-12-31205881258
2011 : WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$97,097
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$112,410
Value of total assets at end of year2011-12-31$408,569
Value of total assets at beginning of year2011-12-31$323,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$255
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$76,952
Participant contributions at end of year2011-12-31$5,594
Participant contributions at beginning of year2011-12-31$8,490
Participant contributions at beginning of year2011-12-31$2,763
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$84,579
Value of net assets at end of year (total assets less liabilities)2011-12-31$408,569
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$323,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$399,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$308,360
Interest on participant loans2011-12-31$294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at beginning of year2011-12-31$1,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31OLSON & COMPANY P.C.CPAS
Accountancy firm EIN2011-12-31123456789

Form 5500 Responses for WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN

2019: WENDY'S OF BLOOMINGTON, INC. 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: WENDY'S OF BLOOMINGTON, INC. 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: WENDY'S OF BLOOMINGTON, INC. 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: WENDY'S OF BLOOMINGTON, INC. 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
2015: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WENDY'S OF BLOOMINGTON, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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