WILLAMETTE VALLEY WELLNESS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLAMETTE VALLEY WELLNESS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : WILLAMETTE VALLEY WELLNESS 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-23 | 0 |
| Net assets as of the end of the plan year | 2025-09-23 | 719850 |
| Total assets as of the beginning of the plan year | 2025-09-23 | 578839 |
| Value of plan covered by a fidelity bond | 2025-09-23 | 30000 |
| Participant contributions to plan in this plan year | 2025-09-23 | 39118 |
| Other expenses paid from plan in this plan year | 2025-09-23 | 0 |
| Other contributions to plan in this plan year | 2025-09-23 | 0 |
| Other income to plan in this plan year | 2025-09-23 | 83200 |
| Plan net income in this plan year | 2025-09-23 | 141011 |
| Net assets as of the end of the plan year | 2025-09-23 | 719850 |
| Net assets as of the beginning of the plan year | 2025-09-23 | 578839 |
| Value of contributions failed to transmitted timely | 2025-09-23 | 16657 |
| Employer contributions to plan in this plan year | 2025-09-23 | 18693 |
| Fees paid to broker by Benefit Provider | 2025-09-23 | 4835 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-23 | 0 |
| 2024 : WILLAMETTE VALLEY WELLNESS 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-07 | 0 |
| Net assets as of the end of the plan year | 2024-10-07 | 578839 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 442189 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 30000 |
| Participant contributions to plan in this plan year | 2024-10-07 | 35352 |
| Other income to plan in this plan year | 2024-10-07 | 83823 |
| Plan net income in this plan year | 2024-10-07 | 136650 |
| Net assets as of the end of the plan year | 2024-10-07 | 578839 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 442189 |
| Value of contributions failed to transmitted timely | 2024-10-07 | 16657 |
| Employer contributions to plan in this plan year | 2024-10-07 | 17475 |
| Fees paid to broker by Benefit Provider | 2024-10-07 | 3689 |
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