401k Plan data: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST plan

WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST
Plan identification number	001

WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 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
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

WELTS, WHITE & FONTAINE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WELTS, WHITE & FONTAINE, P.C.

Employer identification number (EIN): 020337050

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 TAMMY MCGOWAN
001 2017-01-01 TAMMY MCGOWAN
001 2016-01-01 TAMMY MCGOWAN
001 2015-01-01 DIANE VEILLEUX
001 2014-01-01 DIANE VEILLEUX
001 2013-01-01 JACK S. WHITE 2014-06-19
001 2012-01-01 JACK S. WHITE 2013-07-01
001 2011-01-01 JACK S. WHITE 2012-06-07
001 2010-01-01 JACK S. WHITE 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	TAMMY MCGOWAN
001	2017-01-01	TAMMY MCGOWAN
001	2016-01-01	TAMMY MCGOWAN
001	2015-01-01	DIANE VEILLEUX
001	2014-01-01	DIANE VEILLEUX
001	2013-01-01	JACK S. WHITE	2014-06-19
001	2012-01-01	JACK S. WHITE	2013-07-01
001	2011-01-01	JACK S. WHITE	2012-06-07
001	2010-01-01	JACK S. WHITE	2011-07-13

Plan Statistics for WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST

401k plan membership statisitcs for WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST

Measure Date Value
2022: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 23
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 26
Number of participants with account balances 2022-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 25
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 2
Total of all active and inactive participants 2021-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 27
Number of participants with account balances 2021-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 25
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 1
Total of all active and inactive participants 2020-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 26
Number of participants with account balances 2020-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 27
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 1
Total of all active and inactive participants 2019-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 28
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27
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 3
Total of all active and inactive participants 2018-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 30
Number of participants with account balances 2018-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 28
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 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 28
Number of participants with account balances 2017-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 28
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 1
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 28
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 30
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	23
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	26
Number of participants with account balances	2022-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	25
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	2
Total of all active and inactive participants	2021-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	27
Number of participants with account balances	2021-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	25
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	1
Total of all active and inactive participants	2020-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	26
Number of participants with account balances	2020-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	27
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	1
Total of all active and inactive participants	2019-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	28
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27
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	3
Total of all active and inactive participants	2018-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	30
Number of participants with account balances	2018-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	28
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	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	28
Number of participants with account balances	2017-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	28
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	1
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	28
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	30
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST

Measure	Date	Value
2022 : WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-356,779
Expenses. Total of all expenses incurred	2022-12-31	$245,986
Benefits paid (including direct rollovers)	2022-12-31	$244,980
Total plan assets at end of year	2022-12-31	$3,684,657
Total plan assets at beginning of year	2022-12-31	$4,287,422
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$186,861
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$1,738
Other income received	2022-12-31	$-575,224
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-602,765
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,684,657
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,287,422
Assets. Value of participant loans	2022-12-31	$12,415
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$29,846
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,006
2021 : WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$596,305
Expenses. Total of all expenses incurred	2021-12-31	$42,870
Benefits paid (including direct rollovers)	2021-12-31	$40,707
Total plan assets at end of year	2021-12-31	$4,287,422
Total plan assets at beginning of year	2021-12-31	$3,733,987
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$207,483
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$367,066
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$553,435
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,287,422
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,733,987
Assets. Value of participant loans	2021-12-31	$15,847
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$21,756
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,163
2020 : WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$618,044
Expenses. Total of all expenses incurred	2020-12-31	$58,825
Benefits paid (including direct rollovers)	2020-12-31	$56,969
Total plan assets at end of year	2020-12-31	$3,733,987
Total plan assets at beginning of year	2020-12-31	$3,174,768
Value of fidelity bond covering the plan	2020-12-31	$318,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$193,348
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$58,379
Other income received	2020-12-31	$335,238
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$559,219
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,733,987
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,174,768
Assets. Value of participant loans	2020-12-31	$10,634
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$31,079
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	$1,856
2019 : WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$678,451
Expenses. Total of all expenses incurred	2019-12-31	$220,948
Benefits paid (including direct rollovers)	2019-12-31	$219,629
Total plan assets at end of year	2019-12-31	$3,174,768
Total plan assets at beginning of year	2019-12-31	$2,717,265
Value of fidelity bond covering the plan	2019-12-31	$318,000
Total contributions received or receivable from participants	2019-12-31	$173,177
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$473,368
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$457,503
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,174,768
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,717,265
Assets. Value of participant loans	2019-12-31	$22,820
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$31,906
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	$1,319
2018 : WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$107,299
Expenses. Total of all expenses incurred	2018-12-31	$44,515
Benefits paid (including direct rollovers)	2018-12-31	$42,095
Total plan assets at end of year	2018-12-31	$2,717,265
Total plan assets at beginning of year	2018-12-31	$2,654,481
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$187,834
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-127,736
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$62,784
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,717,265
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,654,481
Assets. Value of participant loans	2018-12-31	$32,850
Total contributions received or receivable from employer(s)	2018-12-31	$47,201
Value of certain deemed distributions of participant loans	2018-12-31	$1,345
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,075
2017 : WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$627,850
Expenses. Total of all expenses incurred	2017-12-31	$255,892
Benefits paid (including direct rollovers)	2017-12-31	$254,436
Total plan assets at end of year	2017-12-31	$2,654,481
Total plan assets at beginning of year	2017-12-31	$2,282,523
Value of fidelity bond covering the plan	2017-12-31	$250,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$182,499
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$95,938
Other income received	2017-12-31	$306,059
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$371,958
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,654,481
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,282,523
Assets. Value of participant loans	2017-12-31	$1,008
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$43,354
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,456
2016 : WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$372,166
Expenses. Total of all expenses incurred	2016-12-31	$292,331
Benefits paid (including direct rollovers)	2016-12-31	$291,860
Total plan assets at end of year	2016-12-31	$2,282,523
Total plan assets at beginning of year	2016-12-31	$2,202,688
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$188,039
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$150,501
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$79,835
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,282,523
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,202,688
Total contributions received or receivable from employer(s)	2016-12-31	$33,626
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$446
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25
2015 : WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$206,937
Expenses. Total of all expenses incurred	2015-12-31	$55,280
Benefits paid (including direct rollovers)	2015-12-31	$47,954
Total plan assets at end of year	2015-12-31	$2,202,688
Total plan assets at beginning of year	2015-12-31	$2,051,031
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$177,374
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$34,971
Other income received	2015-12-31	$-28,217
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$151,657
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,202,688
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,051,031
Assets. Value of participant loans	2015-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$22,809
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$6,929
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$397
2014 : WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$252,261
Expenses. Total of all expenses incurred	2014-12-31	$43,458
Benefits paid (including direct rollovers)	2014-12-31	$43,220
Total plan assets at end of year	2014-12-31	$2,051,031
Total plan assets at beginning of year	2014-12-31	$1,842,228
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$150,930
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$46,095
Other income received	2014-12-31	$35,507
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$208,803
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,051,031
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,842,228
Assets. Value of participant loans	2014-12-31	$947
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$19,729
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$238

Form 5500 Responses for WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST

2022: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2019 form 5500 responses
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: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2018 form 5500 responses
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: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2017 form 5500 responses
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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2016 form 5500 responses
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
2015: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELTS, WHITE & FONTAINE, P.C. 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

942096-01

Policy instance

Insurance contract or identification number	942096-01
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-07-29
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

942096-01

Policy instance

Insurance contract or identification number	942096-01
Number of Individuals Covered	4
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $5,557
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,557
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DEAN MORRISON INVESTMENT CAPITAL

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Company Name:	WELTS, WHITE & FONTAINE, P.C.
Employer identification number (EIN):	020337050
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers