401k Plan data: WENDYS EMPLOYEE INVESTMENT PLAN plan

WENDYS EMPLOYEE INVESTMENT PLAN 401k Plan overview

Plan Name	WENDYS EMPLOYEE INVESTMENT PLAN
Plan identification number	001

WENDYS EMPLOYEE INVESTMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

WENDY'S OF BOWLING GREEN, INC. has sponsored the creation of one or more 401k plans.

Company Name: WENDY'S OF BOWLING GREEN, INC.

Employer identification number (EIN): 610888584

NAIC Classification: 722513
NAIC Description: Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENDYS EMPLOYEE INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 NANCY BRATTON MICHAEL O' MALLEY 2018-10-10
001 2016-01-01 NANCY BRATTON MICHAEL O' MALLEY 2017-10-12
001 2015-01-01 NANCY BRATTON MICHAEL O' MALLEY 2016-09-26
001 2014-01-01 NANCY BRATTON MICHAEL O' MALLEY 2015-10-14
001 2013-01-01 NANCY BRATTON MICHAEL O' MALLEY 2014-10-02
001 2012-01-01 NANCY BRATTON MICHAEL O' MALLEY 2013-10-11
001 2011-01-01 NANCY BRATTON MICHAEL O' MALLEY 2012-07-30
001 2009-01-01 DAVID WOODY 2010-09-20
001 2009-01-01 DAVID WOODY DAVID WOODY 2010-09-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	NANCY BRATTON	MICHAEL O' MALLEY	2018-10-10
001	2016-01-01	NANCY BRATTON	MICHAEL O' MALLEY	2017-10-12
001	2015-01-01	NANCY BRATTON	MICHAEL O' MALLEY	2016-09-26
001	2014-01-01	NANCY BRATTON	MICHAEL O' MALLEY	2015-10-14
001	2013-01-01	NANCY BRATTON	MICHAEL O' MALLEY	2014-10-02
001	2012-01-01	NANCY BRATTON	MICHAEL O' MALLEY	2013-10-11
001	2011-01-01	NANCY BRATTON	MICHAEL O' MALLEY	2012-07-30
001	2009-01-01		DAVID WOODY	2010-09-20
001	2009-01-01	DAVID WOODY	DAVID WOODY	2010-09-20

Plan Statistics for WENDYS EMPLOYEE INVESTMENT PLAN

401k plan membership statisitcs for WENDYS EMPLOYEE INVESTMENT PLAN

Measure Date Value
2022: WENDYS EMPLOYEE INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,485
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,161
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 95
Total of all active and inactive participants 2022-01-01 1,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,263
Number of participants with account balances 2022-01-01 832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 221
2021: WENDYS EMPLOYEE INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,536
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,093
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 247
Total of all active and inactive participants 2021-01-01 1,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,340
Number of participants with account balances 2021-01-01 1,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 167
2020: WENDYS EMPLOYEE INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,037
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 815
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 841
Number of participants with account balances 2020-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: WENDYS EMPLOYEE INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 899
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 945
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 964
Number of participants with account balances 2019-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: WENDYS EMPLOYEE INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 600
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 428
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 432
Number of participants with account balances 2018-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: WENDYS EMPLOYEE INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 589
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 494
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 19
Total of all active and inactive participants 2017-01-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 513
Number of participants with account balances 2017-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: WENDYS EMPLOYEE INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 597
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 433
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 453
Number of participants with account balances 2016-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: WENDYS EMPLOYEE INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 518
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 537
Number of participants with account balances 2015-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WENDYS EMPLOYEE INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 567
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 393
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 416
Number of participants with account balances 2014-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: WENDYS EMPLOYEE INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 318
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 333
Number of participants with account balances 2013-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: WENDYS EMPLOYEE INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 336
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 342
Number of participants with account balances 2012-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: WENDYS EMPLOYEE INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 378
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 385
Number of participants with account balances 2011-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: WENDYS EMPLOYEE INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 263
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 18
Total of all active and inactive participants 2009-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 281
Number of participants with account balances 2009-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: WENDYS EMPLOYEE INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,485
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,161
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	95
Total of all active and inactive participants	2022-01-01	1,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,263
Number of participants with account balances	2022-01-01	832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	221
2021: WENDYS EMPLOYEE INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,536
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,093
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	247
Total of all active and inactive participants	2021-01-01	1,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,340
Number of participants with account balances	2021-01-01	1,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	167
2020: WENDYS EMPLOYEE INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,037
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	815
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	841
Number of participants with account balances	2020-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: WENDYS EMPLOYEE INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	899
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	945
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	964
Number of participants with account balances	2019-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: WENDYS EMPLOYEE INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	600
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	428
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	432
Number of participants with account balances	2018-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: WENDYS EMPLOYEE INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	589
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	494
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	19
Total of all active and inactive participants	2017-01-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	513
Number of participants with account balances	2017-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: WENDYS EMPLOYEE INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	597
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	433
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	453
Number of participants with account balances	2016-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: WENDYS EMPLOYEE INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	518
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	537
Number of participants with account balances	2015-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WENDYS EMPLOYEE INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	567
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	393
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	416
Number of participants with account balances	2014-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: WENDYS EMPLOYEE INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	318
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	333
Number of participants with account balances	2013-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: WENDYS EMPLOYEE INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	336
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	342
Number of participants with account balances	2012-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: WENDYS EMPLOYEE INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	378
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	385
Number of participants with account balances	2011-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: WENDYS EMPLOYEE INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	263
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	18
Total of all active and inactive participants	2009-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	281
Number of participants with account balances	2009-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on WENDYS EMPLOYEE INVESTMENT PLAN

Measure	Date	Value
2022 : WENDYS EMPLOYEE INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$77,871
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$14,836
Total income from all sources (including contributions)	2022-12-31	$125,502
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$392,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$355,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,014,221
Value of total assets at end of year	2022-12-31	$6,006,357
Value of total assets at beginning of year	2022-12-31	$6,210,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$36,673
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$694,695
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$2,078
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$51,947
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$14,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-267,042
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,006,357
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,195,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,006,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,206,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-888,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$267,579
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$1,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$355,871
Contract administrator fees	2022-12-31	$36,673
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : WENDYS EMPLOYEE INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$14,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,693,157
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$479,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$337,632
Value of total corrective distributions	2021-12-31	$58,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,054,254
Value of total assets at end of year	2021-12-31	$6,210,364
Value of total assets at beginning of year	2021-12-31	$4,982,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$83,796
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$560,235
Participant contributions at end of year	2021-12-31	$2,078
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$283,148
Administrative expenses (other) incurred	2021-12-31	$54,429
Liabilities. Value of operating payables at end of year	2021-12-31	$14,836
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,213,275
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,195,528
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,982,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,206,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,982,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$638,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$210,871
Employer contributions (assets) at end of year	2021-12-31	$1,424
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$337,632
Contract administrator fees	2021-12-31	$29,367
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : WENDYS EMPLOYEE INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,166,464
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$349,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$258,569
Value of total corrective distributions	2020-12-31	$24,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$558,270
Value of total assets at end of year	2020-12-31	$4,982,253
Value of total assets at beginning of year	2020-12-31	$4,165,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,294
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$389,033
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$53,931
Administrative expenses (other) incurred	2020-12-31	$41,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$816,678
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,982,253
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,165,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,982,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,163,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$608,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$115,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$258,569
Contract administrator fees	2020-12-31	$24,586
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD LLP CPAS AND ADVISORS
Accountancy firm EIN	2020-12-31	440160260
2019 : WENDYS EMPLOYEE INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$1,027,231
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$162,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$85,468
Value of total corrective distributions	2019-12-31	$24,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$407,612
Value of total assets at end of year	2019-12-31	$4,165,575
Value of total assets at beginning of year	2019-12-31	$3,300,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$51,968
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$285,339
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$1,013
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$39,753
Administrative expenses (other) incurred	2019-12-31	$35,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$864,897
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,165,575
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,300,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,163,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,299,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$619,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$82,520
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$85,468
Contract administrator fees	2019-12-31	$16,526
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD LLP CPAS AND ADVISORS
Accountancy firm EIN	2019-12-31	440160260
2018 : WENDYS EMPLOYEE INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$156,608
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$932,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$858,277
Value of total corrective distributions	2018-12-31	$32,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$331,622
Value of total assets at end of year	2018-12-31	$3,300,678
Value of total assets at beginning of year	2018-12-31	$4,076,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,923
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$234,414
Participant contributions at end of year	2018-12-31	$1,013
Participant contributions at beginning of year	2018-12-31	$7,779
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$25,880
Administrative expenses (other) incurred	2018-12-31	$37,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-775,888
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,300,678
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,076,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,299,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,760,323
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$305,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-175,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$71,328
Employer contributions (assets) at end of year	2018-12-31	$446
Employer contributions (assets) at beginning of year	2018-12-31	$2,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$858,277
Contract administrator fees	2018-12-31	$4,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD LLP CPAS AND ADVISORS
Accountancy firm EIN	2018-12-31	440160260
2017 : WENDYS EMPLOYEE INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$905,171
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$492,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$409,063
Value of total corrective distributions	2017-12-31	$30,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$327,210
Value of total assets at end of year	2017-12-31	$4,076,566
Value of total assets at beginning of year	2017-12-31	$3,663,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$52,445
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$30,033
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$233,890
Participant contributions at end of year	2017-12-31	$7,779
Participant contributions at beginning of year	2017-12-31	$89
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$22,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$412,907
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,076,566
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,663,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$22,412
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,760,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,375,627
Value of interest in common/collective trusts at end of year	2017-12-31	$305,989
Value of interest in common/collective trusts at beginning of year	2017-12-31	$287,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$572,936
Net investment gain or loss from common/collective trusts	2017-12-31	$5,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$70,637
Employer contributions (assets) at end of year	2017-12-31	$2,475
Employer contributions (assets) at beginning of year	2017-12-31	$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$409,063
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD LLP CPAS AND ADVISORS
Accountancy firm EIN	2017-12-31	440160260
2016 : WENDYS EMPLOYEE INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$666,415
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$297,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$215,024
Value of total corrective distributions	2016-12-31	$34,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$343,266
Value of total assets at end of year	2016-12-31	$3,663,659
Value of total assets at beginning of year	2016-12-31	$3,294,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$47,737
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$24,878
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$350,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$222,728
Participant contributions at end of year	2016-12-31	$89
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$54,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$369,207
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,663,659
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,294,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$22,859
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,375,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,064,263
Value of interest in common/collective trusts at end of year	2016-12-31	$287,917
Value of interest in common/collective trusts at beginning of year	2016-12-31	$230,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$319,108
Net investment gain or loss from common/collective trusts	2016-12-31	$4,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$66,174
Employer contributions (assets) at end of year	2016-12-31	$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$215,024
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD LLP CPAS AND ADVISORS
Accountancy firm EIN	2016-12-31	440160260
2015 : WENDYS EMPLOYEE INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$303,824
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$256,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$170,815
Value of total corrective distributions	2015-12-31	$37,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$300,458
Value of total assets at end of year	2015-12-31	$3,294,452
Value of total assets at beginning of year	2015-12-31	$3,247,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$48,143
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$350,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$234,116
Administrative expenses (other) incurred	2015-12-31	$48,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$47,003
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,294,452
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,247,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,064,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,016,257
Value of interest in common/collective trusts at end of year	2015-12-31	$230,189
Value of interest in common/collective trusts at beginning of year	2015-12-31	$230,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$465
Net investment gain or loss from common/collective trusts	2015-12-31	$2,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$66,342
Employer contributions (assets) at beginning of year	2015-12-31	$1,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$170,815
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD LLP CPAS AND ADVISORS
Accountancy firm EIN	2015-12-31	440160260
2014 : WENDYS EMPLOYEE INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$465,153
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$124,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$56,958
Value of total corrective distributions	2014-12-31	$38,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$300,337
Value of total assets at end of year	2014-12-31	$3,247,449
Value of total assets at beginning of year	2014-12-31	$2,906,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$28,818
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$23,166
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$350,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$232,255
Participant contributions at beginning of year	2014-12-31	$7,806
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$341,034
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,247,449
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,906,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$5,652
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,016,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,895,855
Value of interest in common/collective trusts at end of year	2014-12-31	$230,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$163,629
Net investment gain or loss from common/collective trusts	2014-12-31	$1,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$67,445
Employer contributions (assets) at end of year	2014-12-31	$1,154
Employer contributions (assets) at beginning of year	2014-12-31	$2,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$56,958
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : WENDYS EMPLOYEE INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$873,207
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$626,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$576,180
Value of total corrective distributions	2013-12-31	$32,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$276,496
Value of total assets at end of year	2013-12-31	$2,906,415
Value of total assets at beginning of year	2013-12-31	$2,660,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,470
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$18,470
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$350,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$214,664
Participant contributions at end of year	2013-12-31	$7,806
Participant contributions at beginning of year	2013-12-31	$10,593
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$246,208
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,906,415
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,660,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,895,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,645,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$596,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$61,146
Employer contributions (assets) at end of year	2013-12-31	$2,754
Employer contributions (assets) at beginning of year	2013-12-31	$3,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$576,180
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : WENDYS EMPLOYEE INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$615,142
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$163,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$120,969
Value of total corrective distributions	2012-12-31	$26,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$279,155
Value of total assets at end of year	2012-12-31	$2,660,207
Value of total assets at beginning of year	2012-12-31	$2,209,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,491
Total interest from all sources	2012-12-31	$1
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$16,491
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$350,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$216,201
Participant contributions at end of year	2012-12-31	$10,593
Participant contributions at beginning of year	2012-12-31	$8,034
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$451,206
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,660,207
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,209,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,645,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,177,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$20,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$20,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$335,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$62,508
Employer contributions (assets) at end of year	2012-12-31	$3,789
Employer contributions (assets) at beginning of year	2012-12-31	$2,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$120,969
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : WENDYS EMPLOYEE INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$282,840
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$152,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$112,589
Value of total corrective distributions	2011-12-31	$26,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$305,530
Value of total assets at end of year	2011-12-31	$2,209,001
Value of total assets at beginning of year	2011-12-31	$2,078,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,596
Total interest from all sources	2011-12-31	$2
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 year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$13,596
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$350,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$209,968
Participant contributions at end of year	2011-12-31	$8,034
Participant contributions at beginning of year	2011-12-31	$6,879
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$33,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$130,652
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,209,001
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,078,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,177,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,051,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$20,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$16,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$16,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-22,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$61,633
Employer contributions (assets) at end of year	2011-12-31	$2,449
Employer contributions (assets) at beginning of year	2011-12-31	$3,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$112,589
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : WENDYS EMPLOYEE INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$514,658
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$440,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$394,334
Value of total corrective distributions	2010-12-31	$32,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$274,341
Value of total assets at end of year	2010-12-31	$2,078,349
Value of total assets at beginning of year	2010-12-31	$2,003,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,779
Total interest from all sources	2010-12-31	$8
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$13,779
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$350,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$209,403
Participant contributions at end of year	2010-12-31	$6,879
Participant contributions at beginning of year	2010-12-31	$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$74,356
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,078,349
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,003,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,051,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,971,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$16,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$31,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$31,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$240,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$64,938
Employer contributions (assets) at end of year	2010-12-31	$3,680
Employer contributions (assets) at beginning of year	2010-12-31	$697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$394,334
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BKD, LLP
Accountancy firm EIN	2010-12-31	440160260
2009 : WENDYS EMPLOYEE INVESTMENT PLAN 2009 401k financial data
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 WENDYS EMPLOYEE INVESTMENT PLAN

2022: WENDYS EMPLOYEE INVESTMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WENDYS EMPLOYEE INVESTMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WENDYS EMPLOYEE INVESTMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WENDYS EMPLOYEE INVESTMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WENDYS EMPLOYEE INVESTMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WENDYS EMPLOYEE INVESTMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WENDYS EMPLOYEE INVESTMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WENDYS EMPLOYEE INVESTMENT 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WENDYS EMPLOYEE INVESTMENT 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WENDYS EMPLOYEE INVESTMENT 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WENDYS EMPLOYEE INVESTMENT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WENDYS EMPLOYEE INVESTMENT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WENDYS EMPLOYEE INVESTMENT 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517433-000

Policy instance

Insurance contract or identification number	517433-000
Number of Individuals Covered	1288
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517433-000

Policy instance

Insurance contract or identification number	517433-000
Number of Individuals Covered	167
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517433-000

Policy instance

Insurance contract or identification number	517433-000
Number of Individuals Covered	146
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517433-000

Policy instance

Insurance contract or identification number	517433-000
Number of Individuals Covered	135
Insurance policy start date	2019-02-05
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $133
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	133
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517433-000

Policy instance

Insurance contract or identification number	517433-000
Number of Individuals Covered	84
Insurance policy start date	2018-02-05
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,869
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3869
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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Company Name:	WENDY'S OF BOWLING GREEN, INC.
Employer identification number (EIN):	610888584
NAIC Classification:	722513
NAIC Description:	Limited-Service Restaurants