WELLNESS HOUSE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF WELLNESS HOUSE
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF WELLNESS HOUSE 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-07 | 103129 |
| Net assets as of the end of the plan year | 2025-08-07 | 3551887 |
| Total assets as of the beginning of the plan year | 2025-08-07 | 2843158 |
| Value of plan covered by a fidelity bond | 2025-08-07 | 400000 |
| Participant contributions to plan in this plan year | 2025-08-07 | 150384 |
| Other expenses paid from plan in this plan year | 2025-08-07 | 0 |
| Other contributions to plan in this plan year | 2025-08-07 | 234882 |
| Other income to plan in this plan year | 2025-08-07 | 372769 |
| Plan net income in this plan year | 2025-08-07 | 708729 |
| Net assets as of the end of the plan year | 2025-08-07 | 3551887 |
| Net assets as of the beginning of the plan year | 2025-08-07 | 2843158 |
| Employer contributions to plan in this plan year | 2025-08-07 | 53823 |
| Fees paid to broker by Benefit Provider | 2025-08-07 | 336 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-07 | 199 |
| 2024 : 403(B) THRIFT PLAN OF WELLNESS HOUSE 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-02 | 344455 |
| Net assets as of the end of the plan year | 2024-05-02 | 2843158 |
| Total assets as of the beginning of the plan year | 2024-05-02 | 2576537 |
| Value of plan covered by a fidelity bond | 2024-05-02 | 350000 |
| Participant contributions to plan in this plan year | 2024-05-02 | 132474 |
| Other expenses paid from plan in this plan year | 2024-05-02 | 0 |
| Other contributions to plan in this plan year | 2024-05-02 | 9349 |
| Other income to plan in this plan year | 2024-05-02 | 418578 |
| Plan net income in this plan year | 2024-05-02 | 266621 |
| Net assets as of the end of the plan year | 2024-05-02 | 2843158 |
| Net assets as of the beginning of the plan year | 2024-05-02 | 2576537 |
| Employer contributions to plan in this plan year | 2024-05-02 | 50675 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-02 | 127 |
| 2022 : 403(B) THRIFT PLAN OF WELLNESS HOUSE 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-28 | 11167 |
| Net assets as of the end of the plan year | 2022-07-28 | 2688329 |
| Total assets as of the beginning of the plan year | 2022-07-28 | 1978394 |
| Value of plan covered by a fidelity bond | 2022-07-28 | 250000 |
| Participant contributions to plan in this plan year | 2022-07-28 | 137695 |
| Other expenses paid from plan in this plan year | 2022-07-28 | 128 |
| Other contributions to plan in this plan year | 2022-07-28 | 239364 |
| Other income to plan in this plan year | 2022-07-28 | 329549 |
| Plan net income in this plan year | 2022-07-28 | 709935 |
| Net assets as of the end of the plan year | 2022-07-28 | 2688329 |
| Net assets as of the beginning of the plan year | 2022-07-28 | 1978394 |
| Employer contributions to plan in this plan year | 2022-07-28 | 14494 |
| Fees paid to broker by Benefit Provider | 2022-07-28 | 1265 |
