401k Plan data: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN plan

WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

WELLS & COMPANY, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name: WELLS & COMPANY, P.S.C.

Employer identification number (EIN): 610729996

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAMES BRYANT 2023-04-05
001 2021-01-01 JAMES BRYANT 2022-06-17
001 2020-01-01 JAMES BRYANT 2021-02-04
001 2019-01-01 JAMES BRYANT 2020-07-15
001 2018-01-01 JAMES BRYANT 2019-06-21
001 2017-01-01 JAMES BRYANT 2018-07-05
001 2016-01-01 JAMES BRYANT 2017-07-19
001 2015-01-01 JAMES BRYANT 2016-09-08
001 2014-01-01 JAMES BRYANT 2015-10-08
001 2013-01-01 DOUGLAS C. MEADE 2014-10-13
001 2012-01-01 DOUGLAS C. MEADE 2013-09-04
001 2011-01-01 DOUGLAS C MEADE
001 2010-01-01 DOUGLAS C MEADE
001 2009-01-01 DOUGLAS C MEADE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JAMES BRYANT	2023-04-05
001	2021-01-01	JAMES BRYANT	2022-06-17
001	2020-01-01	JAMES BRYANT	2021-02-04
001	2019-01-01	JAMES BRYANT	2020-07-15
001	2018-01-01	JAMES BRYANT	2019-06-21
001	2017-01-01	JAMES BRYANT	2018-07-05
001	2016-01-01	JAMES BRYANT	2017-07-19
001	2015-01-01	JAMES BRYANT	2016-09-08
001	2014-01-01	JAMES BRYANT	2015-10-08
001	2013-01-01	DOUGLAS C. MEADE	2014-10-13
001	2012-01-01	DOUGLAS C. MEADE	2013-09-04
001	2011-01-01	DOUGLAS C MEADE
001	2010-01-01	DOUGLAS C MEADE
001	2009-01-01	DOUGLAS C MEADE

Plan Statistics for WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2010: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2011: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2010: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$29,038
Expenses. Total of all expenses incurred	2011-12-31	$287,465
Benefits paid (including direct rollovers)	2011-12-31	$276,275
Total plan assets at end of year	2011-12-31	$569,944
Total plan assets at beginning of year	2011-12-31	$828,371
Total contributions received or receivable from participants	2011-12-31	$43,330
Expenses. Other expenses not covered elsewhere	2011-12-31	$11,190
Other income received	2011-12-31	$-22,185
Net income (gross income less expenses)	2011-12-31	$-258,427
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$569,944
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$828,371
Total contributions received or receivable from employer(s)	2011-12-31	$7,893
2010 : WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$140,151
Expenses. Total of all expenses incurred	2010-12-31	$20,494
Benefits paid (including direct rollovers)	2010-12-31	$11,515
Total plan assets at end of year	2010-12-31	$828,371
Total plan assets at beginning of year	2010-12-31	$708,714
Total contributions received or receivable from participants	2010-12-31	$44,440
Expenses. Other expenses not covered elsewhere	2010-12-31	$8,979
Other income received	2010-12-31	$88,103
Net income (gross income less expenses)	2010-12-31	$119,657
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$828,371
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$708,714
Total contributions received or receivable from employer(s)	2010-12-31	$7,608

Form 5500 Responses for WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN

2011: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WELLS & COMPANY, P.S.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WELLS & COMPANY, P.S.C.
Employer identification number (EIN):	610729996
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants