401k Plan data: WEALTHCARE FINANCIAL GROUP, LLC 401(K) PLAN plan

WEALTHCARE FINANCIAL GROUP, LLC 401(K) PLAN 401k Plan overview

Plan Name	WEALTHCARE FINANCIAL GROUP, LLC 401(K) PLAN
Plan identification number	001

WEALTHCARE FINANCIAL GROUP, LLC 401(K) 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.
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

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

Company Name: WEALTHCARE FINANCIAL GROUP LLC

Employer identification number (EIN): 510426821

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEALTHCARE FINANCIAL GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 TIMOTHY SUNDSTROM 2021-04-16
001 2019-01-01 TIMOTHY SUNDSTROM 2020-09-15
001 2018-01-01 TIMOTHY SUNDSTROM 2019-10-11
001 2015-01-01 TMOTHY SUNDSTROM 2016-08-04
001 2014-01-01 TIMOTHY J SUNDSTROM 2015-06-23
001 2013-01-01 TIMOTHY SUNDSTROM 2014-05-19
001 2012-01-01 WEALTHCARE FINANCIAL GROUP LLC 2014-05-19
001 2011-01-01 WEALTHCARE FINANCIAL GROUP LLC 2012-07-18
001 2010-01-01 WEALTHCARE FINANCIAL GROUP LLC 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	TIMOTHY SUNDSTROM	2021-04-16
001	2019-01-01	TIMOTHY SUNDSTROM	2020-09-15
001	2018-01-01	TIMOTHY SUNDSTROM	2019-10-11
001	2015-01-01	TMOTHY SUNDSTROM	2016-08-04
001	2014-01-01	TIMOTHY J SUNDSTROM	2015-06-23
001	2013-01-01	TIMOTHY SUNDSTROM	2014-05-19
001	2012-01-01	WEALTHCARE FINANCIAL GROUP LLC	2014-05-19
001	2011-01-01	WEALTHCARE FINANCIAL GROUP LLC	2012-07-18
001	2010-01-01	WEALTHCARE FINANCIAL GROUP LLC	2011-07-13

Potentially related plans

WEALTHCARE FINANCIAL GROUP RETIREMENT SAVINGS PLAN [EIN = 352106198]

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Company Name:	WEALTHCARE FINANCIAL GROUP LLC
Employer identification number (EIN):	510426821
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services