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Plan Name | WEALTH STRATEGIES, INC. SALARY DEFERRAL PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WEALTH STRATEGIES, INC. |
Employer identification number (EIN): | 651193482 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-06-01 | SHERYL L. JOHNSON | 2024-03-13 | ||
001 | 2021-06-01 | SHERYL L. JOHNSON | 2023-03-24 | ||
001 | 2020-06-01 | SHERYL L. JOHNSON | 2022-03-15 | ||
001 | 2019-06-01 | SHERYL L. JOHNSON | 2021-03-15 | ||
001 | 2017-06-01 | ||||
001 | 2016-06-01 | ||||
001 | 2015-06-01 | ||||
001 | 2014-06-01 | ||||
001 | 2013-06-01 | SHERYL L. JOHNSON | 2015-01-26 | ||
001 | 2012-06-01 | SHERYL L. JOHNSON | 2014-01-29 | ||
001 | 2011-06-01 | SHERYL L. JOHNSON | 2013-04-08 | ||
001 | 2010-06-01 | SHERYL L. JOHNSON | 2013-04-08 | ||
001 | 2009-06-01 | SHERI JOHNSON | 2011-03-16 | ||
001 | 2009-06-01 | SHERI JOHNSON | 2011-03-15 |
Measure | Date | Value |
---|---|---|
2009: WEALTH STRATEGIES, INC. SALARY DEFERRAL PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-06-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
Total of all active and inactive participants | 2009-06-01 | 4 |
Total participants | 2009-06-01 | 4 |
Number of participants with account balances | 2009-06-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 0 |
Number of employers contributing to the scheme | 2009-06-01 | 1 |
2009: WEALTH STRATEGIES, INC. SALARY DEFERRAL PLAN 2009 form 5500 responses | ||
---|---|---|
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Submission has been amended | Yes |
2009-06-01 | This submission is the final filing | No |
2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-06-01 | Plan is a collectively bargained plan | No |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |