WSDM, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: WSDM, LLC 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 9 |
| Number of participants with account balances | 2022-01-01 | 3 |
| 2021: WSDM, LLC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: WSDM, LLC 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 5 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
| Total of all active and inactive participants | 2020-04-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
| Total participants | 2020-04-01 | 5 |
| Number of participants with account balances | 2020-04-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : WSDM, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-17,533 |
| Total plan assets at end of year | 2022-12-31 | $219,137 |
| Total plan assets at beginning of year | 2022-12-31 | $236,670 |
| Value of fidelity bond covering the plan | 2022-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $18,154 |
| Other income received | 2022-12-31 | $-45,164 |
| Net income (gross income less expenses) | 2022-12-31 | $-17,533 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $219,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $236,670 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $9,477 |
| 2021 : WSDM, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $42,825 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $6,923 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,912 |
| Total plan assets at end of year | 2021-12-31 | $236,670 |
| Total plan assets at beginning of year | 2021-12-31 | $200,768 |
| Value of fidelity bond covering the plan | 2021-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $16,491 |
| Other income received | 2021-12-31 | $18,396 |
| Net income (gross income less expenses) | 2021-12-31 | $35,902 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $236,670 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $200,768 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $7,938 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,011 |
| 2020 : WSDM, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $200,768 |
| Total plan assets at end of year | 2020-12-31 | $200,768 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $29,103 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $152,112 |
| Other income received | 2020-12-31 | $15,349 |
| Net income (gross income less expenses) | 2020-12-31 | $200,768 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $200,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $4,204 |
| 2022: WSDM, LLC 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WSDM, LLC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 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: WSDM, LLC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | First time form 5500 has been submitted | Yes |
| 2020-04-01 | Submission has been amended | Yes |
| 2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan funding arrangement – Trust | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 3 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $383 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 383 | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 3 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $383 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 383 | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2020-12-31 | | Total amount of fees paid to insurance company | USD $479 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 479 | | Insurance broker organization code? | 5 |
|
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