Wedbush Securities Inc. 401(k) Plan (terminated 2019): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2019, when $51.2 million was transferred out of the plan. Assets moved to the WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN (sponsored by WEDBUSH SECURITIES INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Wedbush Securities Inc. 401(k) Plan Facts (plan year 2019)

Plan name
WEDBUSH SECURITIES INC. COMMISSIONED EMPLOYEES' PS RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WEDBUSH SECURITIES INC.
Participants
446
Former employees with a balance
0
Plan year
Jan 1, 2019 – Jan 31, 2019
Plan established
Jul 1, 1977
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2019 (Jan 1, 2019 – Jan 31, 2019), filed Nov 7, 2019. Public filing with the U.S. Department of Labor.

How the Wedbush Securities Inc. 401(k) changed, 2014–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2014678$55.7 million$1.55 million$12.3 million
2015647$51.9 million$1.55 million$8.61 million
2016530$51.3 million$265,190$7.72 million
2017508$58.9 million$1.44 million$5.51 million
2018474$51.2 million$2.65 million$10.2 million
2019 (final)446$0—$0

Wedbush Securities Inc. 401(k) Contact Information

Phone
213-688-8000
Mailing address
1000 WILSHIRE BOULEVARD, FLOOR 9, LOS ANGELES CA 90017
Plan sponsor
WEDBUSH SECURITIES INC.
Employer identification number (EIN)
95-2495390
Plan number
003

Questions about the Wedbush Securities Inc. 401(k)

Is the Wedbush Securities Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2019. Its assets were transferred to the WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN.

Does Wedbush Securities Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Wedbush Securities Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Wedbush Securities Inc 401(k) plan?

446 participants at the start of plan year 2019.

Who manages the Wedbush Securities Inc 401(k) accounts?

WEDBUSH SECURITIES INC. is the plan's recordkeeper, which is where participants log in to see their balance.

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