401k Plan data: WEALTHCARE, LLC 401K PROFIT SHARING PLAN plan

WEALTHCARE, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEALTHCARE, LLC 401K PROFIT SHARING PLAN
Plan identification number	001

WEALTHCARE, LLC 401K PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEALTHCARE, LLC has sponsored the creation of one or more 401k plans.

Company Name: WEALTHCARE, LLC

Employer identification number (EIN): 300296679

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEALTHCARE, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERICK T. DALTON 2024-07-22 ERICK T. DALTON 2024-07-22
001 2022-01-01 ERICK T. DALTON 2023-07-21 ERICK T. DALTON 2023-07-21
001 2021-01-01 ERICK T. DALTON 2022-07-29
001 2020-01-01 ERICK T. DALTON 2021-07-30 ERICK T. DALTON 2021-07-30
001 2019-01-01 ERICK T. DALTON 2020-07-29 ERICK T. DALTON 2020-07-29
001 2018-01-01 ERICK T. DALTON 2019-09-28 ERICK T. DALTON 2019-09-28
001 2017-01-01 ERICK T. DALTON ERICK T. DALTON 2018-07-26
001 2016-01-01 ERICK T. DALTON ERICK T. DALTON 2017-09-29
001 2015-01-01 ERICK T. DALTON ERICK T. DALTON 2016-10-13
001 2014-01-01 ERICK T. DALTON ERICK T. DALTON 2015-10-12
001 2013-01-01 ERICK T. DALTON ERICK T. DALTON 2014-10-13
001 2012-01-01 ERICK T. DALTON ERICK T. DALTON 2013-10-11
001 2011-01-01 ERICK T. DALTON ERICK T. DALTON 2012-10-08
001 2010-01-01 MARK B. WEAVER MARK B. WEAVER 2011-10-08
001 2009-01-01 MARK B. WEAVER MARK B. WEAVER 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ERICK T. DALTON	2024-07-22	ERICK T. DALTON	2024-07-22
001	2022-01-01	ERICK T. DALTON	2023-07-21	ERICK T. DALTON	2023-07-21
001	2021-01-01	ERICK T. DALTON	2022-07-29
001	2020-01-01	ERICK T. DALTON	2021-07-30	ERICK T. DALTON	2021-07-30
001	2019-01-01	ERICK T. DALTON	2020-07-29	ERICK T. DALTON	2020-07-29
001	2018-01-01	ERICK T. DALTON	2019-09-28	ERICK T. DALTON	2019-09-28
001	2017-01-01	ERICK T. DALTON		ERICK T. DALTON	2018-07-26
001	2016-01-01	ERICK T. DALTON		ERICK T. DALTON	2017-09-29
001	2015-01-01	ERICK T. DALTON		ERICK T. DALTON	2016-10-13
001	2014-01-01	ERICK T. DALTON		ERICK T. DALTON	2015-10-12
001	2013-01-01	ERICK T. DALTON		ERICK T. DALTON	2014-10-13
001	2012-01-01	ERICK T. DALTON		ERICK T. DALTON	2013-10-11
001	2011-01-01	ERICK T. DALTON		ERICK T. DALTON	2012-10-08
001	2010-01-01	MARK B. WEAVER		MARK B. WEAVER	2011-10-08
001	2009-01-01	MARK B. WEAVER		MARK B. WEAVER	2010-10-06

Plan Statistics for WEALTHCARE, LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for WEALTHCARE, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2017: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 2
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 2
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
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 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 2
2014: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 0
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
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: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
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
2010: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
2009: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	2
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	2
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
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	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	2
2014: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	0
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
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: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
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
2010: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
2009: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on WEALTHCARE, LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2017 : WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$175,098
Expenses. Total of all expenses incurred	2017-12-31	$1,279
Benefits paid (including direct rollovers)	2017-12-31	$1,279
Total plan assets at end of year	2017-12-31	$1,177,114
Total plan assets at beginning of year	2017-12-31	$1,003,295
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$43,792
Other income received	2017-12-31	$103,417
Net income (gross income less expenses)	2017-12-31	$173,819
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,177,114
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,003,295
Total contributions received or receivable from employer(s)	2017-12-31	$27,889
2016 : WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$128,139
Total plan assets at end of year	2016-12-31	$1,003,295
Total plan assets at beginning of year	2016-12-31	$875,156
Value of fidelity bond covering the plan	2016-12-31	$80,000
Total contributions received or receivable from participants	2016-12-31	$35,474
Other income received	2016-12-31	$75,347
Net income (gross income less expenses)	2016-12-31	$128,139
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,003,295
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$875,156
Total contributions received or receivable from employer(s)	2016-12-31	$17,318
2015 : WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$25,795
Total plan assets at end of year	2015-12-31	$875,156
Total plan assets at beginning of year	2015-12-31	$849,361
Value of fidelity bond covering the plan	2015-12-31	$80,000
Total contributions received or receivable from participants	2015-12-31	$54,619
Other income received	2015-12-31	$-78,774
Net income (gross income less expenses)	2015-12-31	$25,795
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$875,156
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$849,361
Total contributions received or receivable from employer(s)	2015-12-31	$49,950
2014 : WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$69,000
Total plan assets at end of year	2014-12-31	$849,361
Total plan assets at beginning of year	2014-12-31	$780,361
Value of fidelity bond covering the plan	2014-12-31	$80,000
Total contributions received or receivable from participants	2014-12-31	$26,246
Other income received	2014-12-31	$25,206
Net income (gross income less expenses)	2014-12-31	$69,000
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$849,361
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$780,361
Assets. Value of participant loans	2014-12-31	$1,158
Total contributions received or receivable from employer(s)	2014-12-31	$17,548
2013 : WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$151,644
Total plan assets at end of year	2013-12-31	$780,361
Total plan assets at beginning of year	2013-12-31	$628,717
Value of fidelity bond covering the plan	2013-12-31	$80,000
Total contributions received or receivable from participants	2013-12-31	$21,432
Other income received	2013-12-31	$112,565
Net income (gross income less expenses)	2013-12-31	$151,644
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$780,361
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$628,717
Assets. Value of participant loans	2013-12-31	$35,000
Total contributions received or receivable from employer(s)	2013-12-31	$17,647
2012 : WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$90,609
Expenses. Total of all expenses incurred	2012-12-31	$12,209
Benefits paid (including direct rollovers)	2012-12-31	$12,209
Total plan assets at end of year	2012-12-31	$628,717
Total plan assets at beginning of year	2012-12-31	$550,317
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$16,316
Other income received	2012-12-31	$61,248
Net income (gross income less expenses)	2012-12-31	$78,400
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$628,717
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$550,317
Total contributions received or receivable from employer(s)	2012-12-31	$13,045
2011 : WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-95,256
Total plan assets at end of year	2011-12-31	$550,317
Total plan assets at beginning of year	2011-12-31	$645,573
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$46,938
Other income received	2011-12-31	$-164,894
Net income (gross income less expenses)	2011-12-31	$-95,256
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$550,317
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$645,573
Total contributions received or receivable from employer(s)	2011-12-31	$22,700
2010 : WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$92,298
Expenses. Total of all expenses incurred	2010-12-31	$57,168
Benefits paid (including direct rollovers)	2010-12-31	$57,168
Total plan assets at end of year	2010-12-31	$645,573
Total plan assets at beginning of year	2010-12-31	$610,443
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$25,630
Other income received	2010-12-31	$49,508
Net income (gross income less expenses)	2010-12-31	$35,130
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$645,573
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$610,443
Total contributions received or receivable from employer(s)	2010-12-31	$17,160

Form 5500 Responses for WEALTHCARE, LLC 401K PROFIT SHARING PLAN

2017: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WEALTHCARE, LLC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

127341

Policy instance

Insurance contract or identification number	127341
Number of Individuals Covered	10
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WEALTHCARE, LLC
Employer identification number (EIN):	300296679
NAIC Classification:	523120
NAIC Description:	Securities Brokerage