?>
Logo

I.M.WEALTH CARE, LLC 401(K) PLAN 401k Plan overview

Plan NameI.M.WEALTH CARE, LLC 401(K) PLAN
Plan identification number 001

I.M.WEALTH CARE, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

I.M. WEALTH CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:I.M. WEALTH CARE, LLC
Employer identification number (EIN):274265166
NAIC Classification:523900

Additional information about I.M. WEALTH CARE, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2006-10-02
Company Identification Number: 20061401777
Legal Registered Office Address: 8490 E Crescent Pkwy
Suite 110
Greenwood Village
United States of America (USA)
80111

More information about I.M. WEALTH CARE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.M.WEALTH CARE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01PARKER INABNET2020-02-21 PARKER INABNET2020-02-21

Plan Statistics for I.M.WEALTH CARE, LLC 401(K) PLAN

401k plan membership statisitcs for I.M.WEALTH CARE, LLC 401(K) PLAN

Measure Date Value
2022: I.M.WEALTH CARE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: I.M.WEALTH CARE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: I.M.WEALTH CARE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on I.M.WEALTH CARE, LLC 401(K) PLAN

Measure Date Value
2022 : I.M.WEALTH CARE, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-43,059
Expenses. Total of all expenses incurred2022-12-31$395,652
Benefits paid (including direct rollovers)2022-12-31$395,652
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$438,711
Value of fidelity bond covering the plan2022-12-31$30,000
Total contributions received or receivable from participants2022-12-31$15,088
Other income received2022-12-31$-67,719
Net income (gross income less expenses)2022-12-31$-438,711
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$438,711
Total contributions received or receivable from employer(s)2022-12-31$9,572
2021 : I.M.WEALTH CARE, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$125,912
Expenses. Total of all expenses incurred2021-12-31$2,388
Total plan assets at end of year2021-12-31$438,711
Total plan assets at beginning of year2021-12-31$315,187
Value of fidelity bond covering the plan2021-12-31$43,871
Total contributions received or receivable from participants2021-12-31$46,570
Other income received2021-12-31$55,442
Net income (gross income less expenses)2021-12-31$123,524
Net plan assets at end of year (total assets less liabilities)2021-12-31$438,711
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$315,187
Assets. Value of participant loans2021-12-31$45,437
Total contributions received or receivable from employer(s)2021-12-31$23,900
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,388
2020 : I.M.WEALTH CARE, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$67,214
Total plan assets at end of year2020-12-31$315,186
Total plan assets at beginning of year2020-12-31$247,972
Value of fidelity bond covering the plan2020-12-31$31,518
Total contributions received or receivable from participants2020-12-31$29,120
Other income received2020-12-31$25,189
Net income (gross income less expenses)2020-12-31$67,214
Net plan assets at end of year (total assets less liabilities)2020-12-31$315,186
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$247,972
Total contributions received or receivable from employer(s)2020-12-31$12,905

Form 5500 Responses for I.M.WEALTH CARE, LLC 401(K) PLAN

2022: I.M.WEALTH CARE, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.M.WEALTH CARE, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.M.WEALTH CARE, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number143679
Policy instance 1
Insurance contract or identification number143679
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees146
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number143679
Policy instance 1
Insurance contract or identification number143679
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees263
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number143679
Policy instance 1
Insurance contract or identification number143679
Number of Individuals Covered7
Insurance policy start date2020-02-26
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees812
Insurance broker organization code?5

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3