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WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA 401k Plan overview

Plan NameWEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA
Plan identification number 002

WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

WEALTH PROTECTION INC. has sponsored the creation of one or more 401k plans.

Company Name:WEALTH PROTECTION INC.
Employer identification number (EIN):264459613
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01M. PAUL TURNER2017-07-27
0022016-01-01M. PAUL TURNER2017-07-27
0022015-01-01M. PAUL TURNER
0022014-01-01M. PAUL TURNER
0022014-01-01M. PAUL TURNER

Plan Statistics for WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA

401k plan membership statisitcs for WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA

Measure Date Value
2015: WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA

Measure Date Value
2015 : WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$44,699
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$91,333
Total plan assets at beginning of year2015-12-31$46,634
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$36,000
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$948
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$44,699
Net plan assets at end of year (total assets less liabilities)2015-12-31$91,333
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$46,634
Total contributions received or receivable from employer(s)2015-12-31$7,751
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$64,709
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$64,709
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$35,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$64,709
Net plan assets at end of year (total assets less liabilities)2014-12-31$64,709
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$29,709
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA

2015: WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEALTH PRO ADVISOR, INC. 401(K) PROFIT SHARING PLA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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