401k Plan data: WACHOVIA SAVINGS PLAN PUERTO RICO plan

WACHOVIA SAVINGS PLAN PUERTO RICO 401k Plan overview

Plan Name	WACHOVIA SAVINGS PLAN PUERTO RICO
Plan identification number	019

WACHOVIA SAVINGS PLAN PUERTO RICO Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

WELLS FARGO & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: WELLS FARGO & COMPANY

Employer identification number (EIN): 410449260

NAIC Classification: 551111
NAIC Description: Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WACHOVIA SAVINGS PLAN PUERTO RICO

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
019 2012-01-01 JUSTIN THORNTON 2012-07-30
019 2011-01-01 JUSTIN THORNTON
019 2010-01-01 JUSTIN THORNTON MARK MARKIEWICZ 2012-07-27
019 2009-01-01 JUSTIN THORNTON MARK MARKIEWICZ 2012-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
019	2012-01-01	JUSTIN THORNTON	2012-07-30
019	2011-01-01	JUSTIN THORNTON
019	2010-01-01	JUSTIN THORNTON		MARK MARKIEWICZ	2012-07-27
019	2009-01-01	JUSTIN THORNTON		MARK MARKIEWICZ	2012-07-27

Plan Statistics for WACHOVIA SAVINGS PLAN PUERTO RICO

401k plan membership statisitcs for WACHOVIA SAVINGS PLAN PUERTO RICO

Measure Date Value
2011: WACHOVIA SAVINGS PLAN PUERTO RICO 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WACHOVIA SAVINGS PLAN PUERTO RICO 2010 401k membership
Total participants, beginning-of-year 2010-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 26
Number of participants with account balances 2010-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WACHOVIA SAVINGS PLAN PUERTO RICO 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: WACHOVIA SAVINGS PLAN PUERTO RICO 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WACHOVIA SAVINGS PLAN PUERTO RICO 2010 401k membership
Total participants, beginning-of-year	2010-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	26
Number of participants with account balances	2010-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WACHOVIA SAVINGS PLAN PUERTO RICO 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WACHOVIA SAVINGS PLAN PUERTO RICO

Measure	Date	Value
2011 : WACHOVIA SAVINGS PLAN PUERTO RICO 2011 401k financial data
Total income from all sources	2011-12-31	$16,727
Expenses. Total of all expenses incurred	2011-12-31	$988,951
Benefits paid (including direct rollovers)	2011-12-31	$988,951
Total plan assets at end of year	2011-12-31	$2,032
Total plan assets at beginning of year	2011-12-31	$974,256
Value of fidelity bond covering the plan	2011-12-31	$150,000,000
Total contributions received or receivable from participants	2011-12-31	$47,571
Contributions received from other sources (not participants or employers)	2011-12-31	$54,427
Other income received	2011-12-31	$-122,207
Net income (gross income less expenses)	2011-12-31	$-972,224
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,032
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$974,256
Total contributions received or receivable from employer(s)	2011-12-31	$36,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WACHOVIA SAVINGS PLAN PUERTO RICO 2010 401k financial data
Total income from all sources	2010-12-31	$306,919
Expenses. Total of all expenses incurred	2010-12-31	$135,386
Benefits paid (including direct rollovers)	2010-12-31	$134,797
Total plan assets at end of year	2010-12-31	$974,256
Total plan assets at beginning of year	2010-12-31	$802,723
Value of fidelity bond covering the plan	2010-12-31	$150,000,000
Total contributions received or receivable from participants	2010-12-31	$95,729
Expenses. Other expenses not covered elsewhere	2010-12-31	$589
Contributions received from other sources (not participants or employers)	2010-12-31	$24,617
Other income received	2010-12-31	$112,119
Net income (gross income less expenses)	2010-12-31	$171,533
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$974,256
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$802,723
Assets. Value of participant loans	2010-12-31	$68,785
Total contributions received or receivable from employer(s)	2010-12-31	$74,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WACHOVIA SAVINGS PLAN PUERTO RICO 2009 401k financial data
Total income from all sources	2009-12-31	$388,831
Expenses. Total of all expenses incurred	2009-12-31	$120,361
Benefits paid (including direct rollovers)	2009-12-31	$120,179
Total plan assets at end of year	2009-12-31	$802,723
Total plan assets at beginning of year	2009-12-31	$534,253
Value of fidelity bond covering the plan	2009-12-31	$150,000,000
Total contributions received or receivable from participants	2009-12-31	$110,166
Expenses. Other expenses not covered elsewhere	2009-12-31	$182
Contributions received from other sources (not participants or employers)	2009-12-31	$33,744
Other income received	2009-12-31	$172,059
Net income (gross income less expenses)	2009-12-31	$268,470
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$802,723
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$534,253
Assets. Value of participant loans	2009-12-31	$62,081
Total contributions received or receivable from employer(s)	2009-12-31	$72,862
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WACHOVIA SAVINGS PLAN PUERTO RICO

2011: WACHOVIA SAVINGS PLAN PUERTO RICO 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WACHOVIA SAVINGS PLAN PUERTO RICO 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WACHOVIA SAVINGS PLAN PUERTO RICO 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

WACHOVIA SAVINGS PLAN PUERTO RICO [EIN = 560898180]

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Company Name:	WELLS FARGO & COMPANY
Employer identification number (EIN):	410449260
NAIC Classification:	551111
NAIC Description:	Offices of Bank Holding Companies