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

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

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

WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: WEALTHCARE SOLUTIONS, LLC

Employer identification number (EIN): 364504268

NAIC Classification: 523900

Additional information about WEALTHCARE SOLUTIONS, LLC

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 2004-10-06

Company Identification Number: B5416R

Legal Registered Office Address: 8467 CORSICA ST JENISON

United States of America (USA)
49428

More information about WEALTHCARE SOLUTIONS, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KRAIG R. NULL 2023-10-14
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KRAIG R. NULL
001 2017-01-01 KRAIG R. NULL
001 2016-01-01 KRAIG R. NULL
001 2015-01-01 KRAIG R. NULL

Plan Statistics for WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN

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

Measure Date Value
2021: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2021: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2021 : WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$36,096
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$129,410
Total plan assets at beginning of year	2021-12-31	$93,314
Value of fidelity bond covering the plan	2021-12-31	$10,000
Total contributions received or receivable from participants	2021-12-31	$19,500
Other income received	2021-12-31	$13,841
Net income (gross income less expenses)	2021-12-31	$36,096
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$129,410
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$93,314
Total contributions received or receivable from employer(s)	2021-12-31	$2,755
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$31,838
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$93,314
Total plan assets at beginning of year	2020-12-31	$61,476
Value of fidelity bond covering the plan	2020-12-31	$10,000
Total contributions received or receivable from participants	2020-12-31	$19,500
Other income received	2020-12-31	$9,614
Net income (gross income less expenses)	2020-12-31	$31,838
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$93,314
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$61,476
Total contributions received or receivable from employer(s)	2020-12-31	$2,724
2019 : WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$28,151
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$61,476
Total plan assets at beginning of year	2019-12-31	$33,325
Value of fidelity bond covering the plan	2019-12-31	$10,000
Total contributions received or receivable from participants	2019-12-31	$17,024
Other income received	2019-12-31	$8,963
Net income (gross income less expenses)	2019-12-31	$28,151
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$61,476
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$33,325
Total contributions received or receivable from employer(s)	2019-12-31	$2,164
2018 : WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$13,579
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$33,325
Total plan assets at beginning of year	2018-12-31	$19,746
Value of fidelity bond covering the plan	2018-12-31	$10,000
Total contributions received or receivable from participants	2018-12-31	$13,528
Other income received	2018-12-31	$-3,019
Net income (gross income less expenses)	2018-12-31	$13,579
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$33,325
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$19,746
Total contributions received or receivable from employer(s)	2018-12-31	$3,070
2017 : WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$11,970
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$19,746
Total plan assets at beginning of year	2017-12-31	$7,776
Value of fidelity bond covering the plan	2017-12-31	$10,000
Total contributions received or receivable from participants	2017-12-31	$9,907
Other income received	2017-12-31	$1,553
Net income (gross income less expenses)	2017-12-31	$11,970
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$19,746
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,776
Total contributions received or receivable from employer(s)	2017-12-31	$510
2016 : WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$5,308
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$7,776
Total plan assets at beginning of year	2016-12-31	$2,468
Total contributions received or receivable from participants	2016-12-31	$4,391
Other income received	2016-12-31	$822
Net income (gross income less expenses)	2016-12-31	$5,308
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,776
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,468
Total contributions received or receivable from employer(s)	2016-12-31	$95
2015 : WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$2,419
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,468
Total plan assets at beginning of year	2015-12-31	$49
Total contributions received or receivable from participants	2015-12-31	$2,435
Other income received	2015-12-31	$-16
Net income (gross income less expenses)	2015-12-31	$2,419
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,468
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$49

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

2021: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING 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: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	WEALTHCARE SOLUTIONS, LLC
Employer identification number (EIN):	364504268
NAIC Classification:	523900

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	2004-10-06
Company Identification Number:	B5416R
Legal Registered Office Address:	8467 CORSICA ST JENISON United States of America (USA) 49428

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KRAIG R. NULL	2023-10-14
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	KRAIG R. NULL
001	2017-01-01	KRAIG R. NULL
001	2016-01-01	KRAIG R. NULL
001	2015-01-01	KRAIG R. NULL