W WEALTH STRATEGIES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN
Measure | Date | Value |
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2021: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2021 : W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $194,690 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $1,872,025 |
Total plan assets at beginning of year | 2021-12-31 | $1,677,335 |
Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
Total contributions received or receivable from participants | 2021-12-31 | $26,000 |
Other income received | 2021-12-31 | $122,000 |
Net income (gross income less expenses) | 2021-12-31 | $194,690 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,872,025 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,677,335 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $46,690 |
2020 : W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $144,335 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $1,677,335 |
Total plan assets at beginning of year | 2020-12-31 | $1,533,000 |
Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
Total contributions received or receivable from participants | 2020-12-31 | $26,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $73,835 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $144,335 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,677,335 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,533,000 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $350,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $44,500 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
2019 : W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $262,718 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $1,533,000 |
Total plan assets at beginning of year | 2019-12-31 | $1,270,282 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $25,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Noncash contributions received | 2019-12-31 | $193,718 |
Net income (gross income less expenses) | 2019-12-31 | $262,718 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,533,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,270,282 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $44,000 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2018 : W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-193,718 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,270,282 |
Total plan assets at beginning of year | 2018-12-31 | $1,464,000 |
Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
Total contributions received or receivable from participants | 2018-12-31 | $24,500 |
Other income received | 2018-12-31 | $-261,718 |
Net income (gross income less expenses) | 2018-12-31 | $-193,718 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,270,282 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,464,000 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $400,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $43,500 |
2017 : W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $127,000 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,464,000 |
Total plan assets at beginning of year | 2017-12-31 | $1,337,000 |
Value of fidelity bond covering the plan | 2017-12-31 | $750,000 |
Total contributions received or receivable from participants | 2017-12-31 | $24,000 |
Other income received | 2017-12-31 | $60,000 |
Net income (gross income less expenses) | 2017-12-31 | $127,000 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,464,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,337,000 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $540,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $43,000 |
2016 : W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $142,160 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $1,337,000 |
Total plan assets at beginning of year | 2016-12-31 | $1,194,840 |
Value of fidelity bond covering the plan | 2016-12-31 | $750,000 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $88,160 |
Net income (gross income less expenses) | 2016-12-31 | $142,160 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,337,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,194,840 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $540,000 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $54,000 |
2021: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2021 form 5500 responses |
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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: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2020 form 5500 responses |
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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: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2019 form 5500 responses |
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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: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2018 form 5500 responses |
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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: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2017 form 5500 responses |
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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: W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN 2016 form 5500 responses |
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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 |