Wesley Retirement Services, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2011. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Wesley Retirement Services, Inc. 401(k) Plan Facts (plan year 2011)

Plan name
WESLEY RETIREMENT SERVICES, INC. 401K PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WESLEY RETIREMENT SERVICES, INC.
Participants
1,150 (1,100 active employees)
Former employees with a balance
93
Plan assets
$8,398,253 at Dec 31, 2011
Average account balance
$7,380 across 1,138 accounts
Employer contributions
$730,255 in plan year 2011 (38% of all contributions)
Plan year
Jan 1, 2011 – Dec 31, 2011
Plan established
Jan 1, 2007
✓ 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 2011 (Jan 1, 2011 – Dec 31, 2011), filed Sep 7, 2012. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2011

  • $1.95 million went into the plan in contributions, $730,255 of it from the employer (38%).
  • $928,688 was paid out to participants.
  • Administrative expenses were $98,748, about $87 per account.

How the Wesley Retirement Services, Inc. 401(k) changed, 2009–2011

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009947$5.29 million$525,792$336,988
20101,116$7.66 million$639,119$503,626
20111,150$8.40 million$730,255$928,688

Wesley Retirement Services, Inc. 401(k) Contact Information

Phone
800-548-2995
Mailing address
ATSB, PO BOX 938, DUBUQUE IA 520040938
Plan sponsor
WESLEY RETIREMENT SERVICES, INC.
Employer identification number (EIN)
42-0680440
Plan number
005

Questions about the Wesley Retirement Services, Inc. 401(k)

Is the Wesley Retirement Services, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2011, and no later filing was found under this employer's EIN.

Does Wesley Retirement Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2011 the employer contributed $730,255, 38% of all contributions.

Does the Wesley Retirement Services, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Wesley Retirement Services, Inc 401(k) plan?

1,150 participants at the start of plan year 2011, 1,100 of them active employees, and 93 former employees who still had money in the plan.

What is the average 401(k) balance at Wesley Retirement Services, Inc?

About $7,380 per account: $8.40 million in plan assets across 1,138 accounts with a balance at the end of plan year 2011.

Who manages the Wesley Retirement Services, Inc 401(k) accounts?

American Trust Retirement is the plan's recordkeeper, which is where participants log in to see their balance.

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