Logo

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

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

WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KRAIG R. NULL2023-10-14
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KRAIG R. NULL
0012017-01-01KRAIG R. NULL
0012016-01-01KRAIG R. NULL
0012015-01-01KRAIG 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-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-012
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

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 year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$36,096
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$129,410
Total plan assets at beginning of year2021-12-31$93,314
Value of fidelity bond covering the plan2021-12-31$10,000
Total contributions received or receivable from participants2021-12-31$19,500
Other income received2021-12-31$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 sources2020-12-31$31,838
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$93,314
Total plan assets at beginning of year2020-12-31$61,476
Value of fidelity bond covering the plan2020-12-31$10,000
Total contributions received or receivable from participants2020-12-31$19,500
Other income received2020-12-31$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 sources2019-12-31$28,151
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$61,476
Total plan assets at beginning of year2019-12-31$33,325
Value of fidelity bond covering the plan2019-12-31$10,000
Total contributions received or receivable from participants2019-12-31$17,024
Other income received2019-12-31$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 sources2018-12-31$13,579
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$33,325
Total plan assets at beginning of year2018-12-31$19,746
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$13,528
Other income received2018-12-31$-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 sources2017-12-31$11,970
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$19,746
Total plan assets at beginning of year2017-12-31$7,776
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$9,907
Other income received2017-12-31$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 sources2016-12-31$5,308
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$7,776
Total plan assets at beginning of year2016-12-31$2,468
Total contributions received or receivable from participants2016-12-31$4,391
Other income received2016-12-31$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 year2015-12-31$0
Total income from all sources2015-12-31$2,419
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$2,468
Total plan assets at beginning of year2015-12-31$49
Total contributions received or receivable from participants2015-12-31$2,435
Other income received2015-12-31$-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
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEALTHCARE SOLUTIONS, LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1