401k Plan data: WEALTHY & WISE 401K PLAN plan

WEALTHY & WISE 401K PLAN 401k Plan overview

Plan Name	WEALTHY & WISE 401K PLAN
Plan identification number	003

WEALTHY & WISE 401K 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.
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

H2OCEAN, LLC has sponsored the creation of one or more 401k plans.

Company Name: H2OCEAN, LLC

Employer identification number (EIN): 010605608

NAIC Classification: 339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEALTHY & WISE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 STEPHANIE BANISTER 2021-11-15
003 2020-01-01 STEPHANIE BANISTER 2021-09-14
003 2019-01-01 STEPHANIE BANISTER 2020-10-04
003 2018-01-01 STEPHANIE BANISTER 2019-08-16
003 2017-01-01 STEPHANIE BANISTER
003 2016-01-01 STEPHANIE BANISTER
003 2015-01-01 STEPHANIE BANISTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-01-01	STEPHANIE BANISTER	2021-11-15
003	2020-01-01	STEPHANIE BANISTER	2021-09-14
003	2019-01-01	STEPHANIE BANISTER	2020-10-04
003	2018-01-01	STEPHANIE BANISTER	2019-08-16
003	2017-01-01	STEPHANIE BANISTER
003	2016-01-01	STEPHANIE BANISTER
003	2015-01-01	STEPHANIE BANISTER

Plan Statistics for WEALTHY & WISE 401K PLAN

401k plan membership statisitcs for WEALTHY & WISE 401K PLAN

Measure Date Value
2017: WEALTHY & WISE 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
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 4
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEALTHY & WISE 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: WEALTHY & WISE 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
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 4
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1

Measure	Date	Value
2017: WEALTHY & WISE 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
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	4
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEALTHY & WISE 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: WEALTHY & WISE 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
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	4
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1

Financial Data on WEALTHY & WISE 401K PLAN

Measure	Date	Value
2017 : WEALTHY & WISE 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$119,602
Expenses. Total of all expenses incurred	2017-12-31	$5,215
Total plan assets at end of year	2017-12-31	$532,037
Total plan assets at beginning of year	2017-12-31	$417,650
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$43,239
Other income received	2017-12-31	$59,712
Net income (gross income less expenses)	2017-12-31	$114,387
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$532,037
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$417,650
Total contributions received or receivable from employer(s)	2017-12-31	$16,651
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WEALTHY & WISE 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$81,961
Expenses. Total of all expenses incurred	2016-12-31	$11,488
Benefits paid (including direct rollovers)	2016-12-31	$7,202
Total plan assets at end of year	2016-12-31	$417,650
Total plan assets at beginning of year	2016-12-31	$347,177
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$41,178
Other income received	2016-12-31	$27,614
Net income (gross income less expenses)	2016-12-31	$70,473
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$417,650
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$347,177
Total contributions received or receivable from employer(s)	2016-12-31	$13,169
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WEALTHY & WISE 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$294,705
Total income from all sources	2015-12-31	$53,183
Expenses. Total of all expenses incurred	2015-12-31	$711
Total plan assets at end of year	2015-12-31	$347,177
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$40,941
Other income received	2015-12-31	$-2,480
Net income (gross income less expenses)	2015-12-31	$52,472
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$347,177
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$14,722
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for WEALTHY & WISE 401K PLAN

2017: WEALTHY & WISE 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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: WEALTHY & WISE 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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: WEALTHY & WISE 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple 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:	H2OCEAN, LLC
Employer identification number (EIN):	010605608
NAIC Classification:	339110