401k Plan data: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN plan

RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 401k Plan overview

Plan Name	RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN
Plan identification number	001

RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

RYAN AND MONICA WOHLFERT CHIROPRACT IC, PC has sponsored the creation of one or more 401k plans.

Company Name: RYAN AND MONICA WOHLFERT CHIROPRACT IC, PC

Employer identification number (EIN): 205916595

NAIC Classification: 621310
NAIC Description: Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MONICA WOHLFERT 2024-07-24
001 2022-01-01 MONICA WOHLFERT 2023-05-19
001 2021-01-01 MONICA WOHLFERT 2022-07-25 MONICA WOHLFERT 2022-07-25
001 2020-01-01 MONICA WOHLFERT 2021-05-19
001 2019-01-01 MONICA WOHLFERT 2020-06-10
001 2018-01-01 MONICA WOHLFERT, DC 2019-07-10
001 2017-01-01 MONICA WOHLFERT 2018-06-28
001 2016-01-01 MONICA WOHLFERT
001 2015-01-01 MONICA WOHLFERT MONICA WOHLFERT 2016-07-22
001 2014-01-01 MONICA WOHLFERT AMY WIRTH 2015-07-10
001 2013-01-01 AMY WIRTH 2014-06-27 AMY WIRTH 2014-06-27
001 2012-01-01 AMY WIRTH AMY WIRTH 2013-05-29
001 2011-01-01 AMY WIRTH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MONICA WOHLFERT	2024-07-24
001	2022-01-01	MONICA WOHLFERT	2023-05-19
001	2021-01-01	MONICA WOHLFERT	2022-07-25	MONICA WOHLFERT	2022-07-25
001	2020-01-01	MONICA WOHLFERT	2021-05-19
001	2019-01-01	MONICA WOHLFERT	2020-06-10
001	2018-01-01	MONICA WOHLFERT, DC	2019-07-10
001	2017-01-01	MONICA WOHLFERT	2018-06-28
001	2016-01-01	MONICA WOHLFERT
001	2015-01-01	MONICA WOHLFERT		MONICA WOHLFERT	2016-07-22
001	2014-01-01	MONICA WOHLFERT		AMY WIRTH	2015-07-10
001	2013-01-01	AMY WIRTH	2014-06-27	AMY WIRTH	2014-06-27
001	2012-01-01	AMY WIRTH		AMY WIRTH	2013-05-29
001	2011-01-01	AMY WIRTH

Plan Statistics for RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN

401k plan membership statisitcs for RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN

Measure Date Value
2016: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 4
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 3
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 0
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2016: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	4
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	3
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	0
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN

Measure	Date	Value
2016 : RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$258,713
Expenses. Total of all expenses incurred	2016-12-31	$18,546
Benefits paid (including direct rollovers)	2016-12-31	$17,224
Total plan assets at end of year	2016-12-31	$240,167
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$36,377
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$205,167
Net income (gross income less expenses)	2016-12-31	$240,167
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$240,167
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$17,169
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$61,809
Expenses. Total of all expenses incurred	2015-12-31	$14,467
Benefits paid (including direct rollovers)	2015-12-31	$12,003
Total plan assets at end of year	2015-12-31	$192,566
Total plan assets at beginning of year	2015-12-31	$145,224
Total contributions received or receivable from participants	2015-12-31	$56,832
Other income received	2015-12-31	$-6,314
Net income (gross income less expenses)	2015-12-31	$47,342
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$192,566
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$145,224
Total contributions received or receivable from employer(s)	2015-12-31	$11,291
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,464
2014 : RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$24,211
Expenses. Total of all expenses incurred	2014-12-31	$6,443
Benefits paid (including direct rollovers)	2014-12-31	$4,585
Total plan assets at end of year	2014-12-31	$145,224
Total plan assets at beginning of year	2014-12-31	$127,456
Total contributions received or receivable from participants	2014-12-31	$23,161
Other income received	2014-12-31	$1,050
Net income (gross income less expenses)	2014-12-31	$17,768
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$145,224
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$127,456
Total contributions received or receivable from employer(s)	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,858
2013 : RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$67,056
Expenses. Total of all expenses incurred	2013-12-31	$618
Total plan assets at end of year	2013-12-31	$127,456
Total plan assets at beginning of year	2013-12-31	$61,018
Total contributions received or receivable from participants	2013-12-31	$41,248
Other income received	2013-12-31	$5,346
Net income (gross income less expenses)	2013-12-31	$66,438
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$127,456
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$61,018
Total contributions received or receivable from employer(s)	2013-12-31	$20,462
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$618
2012 : RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$47,202
Expenses. Total of all expenses incurred	2012-12-31	$390
Total plan assets at end of year	2012-12-31	$61,018
Total plan assets at beginning of year	2012-12-31	$14,206
Total contributions received or receivable from participants	2012-12-31	$40,179
Other income received	2012-12-31	$4,491
Net income (gross income less expenses)	2012-12-31	$46,812
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$61,018
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$14,206
Total contributions received or receivable from employer(s)	2012-12-31	$2,532
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$390
2011 : RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$14,206
Total plan assets at end of year	2011-12-31	$14,206
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$14,187
Other income received	2011-12-31	$19
Net income (gross income less expenses)	2011-12-31	$14,206
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$14,206
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0

Form 5500 Responses for RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN

2016: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT 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: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT 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: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT 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: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT 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: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT 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: RYAN AND MONICA WOHLFERT CHIROPRACTIC, PC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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

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Company Name:	RYAN AND MONICA WOHLFERT CHIROPRACT IC, PC
Employer identification number (EIN):	205916595
NAIC Classification:	621310
NAIC Description:	Offices of Chiropractors