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POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NamePOWER WELLNESS MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

POWER WELLNESS MANAGEMENT, 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

POWER WELLNESS MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:POWER WELLNESS MANAGEMENT, LLC
Employer identification number (EIN):364313590
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POWER WELLNESS MANAGEMENT, 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
0012019-01-01
0012018-01-01
0012017-01-01BRIAN HUMMERT
0012016-01-01BRIAN HUMMERT
0012015-01-01BRIAN HUMMERT
0012014-01-01BRIAN HUMMERT
0012013-01-01BRIAN HUMMERT
0012012-01-01BRIAN HUMMERT BRIAN HUMMERT2013-07-29
0012011-01-01BRIAN HUMMERT BRIAN HUMMERT2012-07-30
0012009-01-01BRIAN HUMMERT BRIAN HUMMERT2010-10-08

Plan Statistics for POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2022: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,327
Total number of active participants reported on line 7a of the Form 55002022-01-01695
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01113
Total of all active and inactive participants2022-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01808
Number of participants with account balances2022-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,263
Total number of active participants reported on line 7a of the Form 55002021-01-01672
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01112
Total of all active and inactive participants2021-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01784
Number of participants with account balances2021-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,588
Total number of active participants reported on line 7a of the Form 55002020-01-01688
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01795
Number of participants with account balances2020-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0171
2019: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,695
Total number of active participants reported on line 7a of the Form 55002019-01-01976
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-011,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,042
Number of participants with account balances2019-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,459
Total number of active participants reported on line 7a of the Form 55002018-01-01878
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01949
Number of participants with account balances2018-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01713
Total number of active participants reported on line 7a of the Form 55002017-01-01546
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01616
Number of participants with account balances2017-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01509
Total number of active participants reported on line 7a of the Form 55002016-01-01657
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01713
Number of participants with account balances2016-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01635
Total number of active participants reported on line 7a of the Form 55002015-01-01453
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01509
Number of participants with account balances2015-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01570
Total number of active participants reported on line 7a of the Form 55002014-01-01586
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01635
Number of participants with account balances2014-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01594
Total number of active participants reported on line 7a of the Form 55002013-01-01520
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01570
Number of participants with account balances2013-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01583
Total number of active participants reported on line 7a of the Form 55002012-01-01527
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01594
Number of participants with account balances2012-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01593
Total number of active participants reported on line 7a of the Form 55002011-01-01516
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0166
Total of all active and inactive participants2011-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01583
Number of participants with account balances2011-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01528
Total number of active participants reported on line 7a of the Form 55002009-01-01485
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0178
Total of all active and inactive participants2009-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01563
Number of participants with account balances2009-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2022 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,703,198
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,516,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,434,306
Value of total corrective distributions2022-12-31$29,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,066,059
Value of total assets at end of year2022-12-31$18,034,712
Value of total assets at beginning of year2022-12-31$21,254,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,609
Total interest from all sources2022-12-31$6,089
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$263,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$263,138
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,403,428
Participant contributions at end of year2022-12-31$163,308
Participant contributions at beginning of year2022-12-31$129,775
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$271,480
Administrative expenses (other) incurred2022-12-31$51,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,219,814
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,034,712
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,254,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$824
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,453,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,887,613
Value of interest in pooled separate accounts at end of year2022-12-31$2,407,910
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,766,636
Interest on participant loans2022-12-31$6,089
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$4,470,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,205,906
Net investment gain/loss from pooled separate accounts2022-12-31$51,230
Net investment gain or loss from common/collective trusts2022-12-31$-883,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$391,151
Employer contributions (assets) at end of year2022-12-31$9,928
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,434,306
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PLANTE MORAN
Accountancy firm EIN2022-12-31381357951
2021 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,276,419
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,143,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,023,371
Value of total corrective distributions2021-12-31$47,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,406,294
Value of total assets at end of year2021-12-31$21,254,526
Value of total assets at beginning of year2021-12-31$19,122,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,753
Total interest from all sources2021-12-31$5,682
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$447,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$447,235
Administrative expenses professional fees incurred2021-12-31$18,630
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,225,715
Participant contributions at end of year2021-12-31$129,775
Participant contributions at beginning of year2021-12-31$126,895
Administrative expenses (other) incurred2021-12-31$53,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,132,487
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,254,526
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,122,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$565
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,887,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,165,159
Value of interest in pooled separate accounts at end of year2021-12-31$1,766,636
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,743,372
Interest on participant loans2021-12-31$5,682
Value of interest in common/collective trusts at end of year2021-12-31$4,470,502
Value of interest in common/collective trusts at beginning of year2021-12-31$4,086,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,871,272
Net investment gain/loss from pooled separate accounts2021-12-31$33,838
Net investment gain or loss from common/collective trusts2021-12-31$512,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$180,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,023,371
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PLANTE MORAN
Accountancy firm EIN2021-12-31381357951
2020 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,308,052
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,387,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,295,352
Value of total corrective distributions2020-12-31$22,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,478,988
Value of total assets at end of year2020-12-31$19,122,039
Value of total assets at beginning of year2020-12-31$16,201,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,518
Total interest from all sources2020-12-31$6,412
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$220,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$220,678
Administrative expenses professional fees incurred2020-12-31$12,300
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,103,154
Participant contributions at end of year2020-12-31$126,895
Participant contributions at beginning of year2020-12-31$162,900
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$198,904
Administrative expenses (other) incurred2020-12-31$57,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,920,817
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,122,039
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,201,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$182
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,165,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,366,135
Value of interest in pooled separate accounts at end of year2020-12-31$1,743,372
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,476,843
Interest on participant loans2020-12-31$6,412
Value of interest in common/collective trusts at end of year2020-12-31$4,086,613
Value of interest in common/collective trusts at beginning of year2020-12-31$3,193,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,032,155
Net investment gain/loss from pooled separate accounts2020-12-31$38,631
Net investment gain or loss from common/collective trusts2020-12-31$531,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$176,930
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,295,352
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE MORAN
Accountancy firm EIN2020-12-31381357951
2019 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,620,561
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,695,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,617,805
Value of total corrective distributions2019-12-31$33,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,659,398
Value of total assets at end of year2019-12-31$16,201,222
Value of total assets at beginning of year2019-12-31$13,276,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,480
Total interest from all sources2019-12-31$6,949
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$209,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$209,067
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,217,738
Participant contributions at end of year2019-12-31$162,900
Participant contributions at beginning of year2019-12-31$178,664
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$72,918
Administrative expenses (other) incurred2019-12-31$44,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,925,192
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,201,222
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,276,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,366,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,410,317
Value of interest in pooled separate accounts at end of year2019-12-31$1,476,843
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$6,949
Value of interest in common/collective trusts at end of year2019-12-31$3,193,733
Value of interest in common/collective trusts at beginning of year2019-12-31$2,571,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,115,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,115,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,168,029
Net investment gain/loss from pooled separate accounts2019-12-31$31,896
Net investment gain or loss from common/collective trusts2019-12-31$545,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$368,742
Employer contributions (assets) at end of year2019-12-31$1,611
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,617,805
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
2018 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$476,170
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$739,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$659,599
Value of total corrective distributions2018-12-31$41,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,187,220
Value of total assets at end of year2018-12-31$13,276,030
Value of total assets at beginning of year2018-12-31$13,539,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,070
Total interest from all sources2018-12-31$38,373
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$259,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$259,307
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$854,391
Participant contributions at end of year2018-12-31$178,664
Participant contributions at beginning of year2018-12-31$139,700
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$58,673
Administrative expenses (other) incurred2018-12-31$39,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-263,535
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,276,030
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,539,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,410,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,316,840
Interest on participant loans2018-12-31$5,056
Value of interest in common/collective trusts at end of year2018-12-31$2,571,690
Value of interest in common/collective trusts at beginning of year2018-12-31$2,647,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,115,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,430,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,430,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$33,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-829,570
Net investment gain or loss from common/collective trusts2018-12-31$-179,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$274,156
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$659,599
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE MORAN
Accountancy firm EIN2018-12-31381357951
2017 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,055,498
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$382,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$321,537
Value of total corrective distributions2017-12-31$24,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,127,693
Value of total assets at end of year2017-12-31$13,539,565
Value of total assets at beginning of year2017-12-31$10,866,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,647
Total interest from all sources2017-12-31$15,801
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$203,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$203,738
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$826,542
Participant contributions at end of year2017-12-31$139,700
Participant contributions at beginning of year2017-12-31$156,705
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$21,371
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,277
Administrative expenses (other) incurred2017-12-31$36,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,672,598
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,539,565
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,866,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,316,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,492,815
Interest on participant loans2017-12-31$5,108
Value of interest in common/collective trusts at end of year2017-12-31$2,647,614
Value of interest in common/collective trusts at beginning of year2017-12-31$3,143,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,430,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,045,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,045,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,321,316
Net investment gain or loss from common/collective trusts2017-12-31$386,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$255,874
Employer contributions (assets) at end of year2017-12-31$5,052
Employer contributions (assets) at beginning of year2017-12-31$7,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$321,537
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,865,138
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$710,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$669,922
Value of total corrective distributions2016-12-31$7,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,108,754
Value of total assets at end of year2016-12-31$10,866,967
Value of total assets at beginning of year2016-12-31$9,712,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,285
Total interest from all sources2016-12-31$8,534
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$213,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$213,534
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$706,384
Participant contributions at end of year2016-12-31$156,705
Participant contributions at beginning of year2016-12-31$121,960
Participant contributions at end of year2016-12-31$21,371
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$173,940
Administrative expenses (other) incurred2016-12-31$33,285
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,154,899
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,866,967
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,712,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,492,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,724,446
Interest on participant loans2016-12-31$4,837
Value of interest in common/collective trusts at end of year2016-12-31$3,143,098
Value of interest in common/collective trusts at beginning of year2016-12-31$2,850,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,045,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,010,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,010,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$243,372
Net investment gain or loss from common/collective trusts2016-12-31$290,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$228,430
Employer contributions (assets) at end of year2016-12-31$7,821
Employer contributions (assets) at beginning of year2016-12-31$3,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$669,922
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$933,321
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$413,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$358,160
Expenses. Certain deemed distributions of participant loans2015-12-31$11,844
Value of total corrective distributions2015-12-31$8,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$965,856
Value of total assets at end of year2015-12-31$9,712,068
Value of total assets at beginning of year2015-12-31$9,192,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,465
Total interest from all sources2015-12-31$5,099
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$243,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$243,665
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$641,649
Participant contributions at end of year2015-12-31$121,960
Participant contributions at beginning of year2015-12-31$149,781
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$6,035
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$108,539
Administrative expenses (other) incurred2015-12-31$34,465
Total non interest bearing cash at end of year2015-12-31$905
Total non interest bearing cash at beginning of year2015-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$519,967
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,712,068
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,192,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,724,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,608,409
Interest on participant loans2015-12-31$4,332
Value of interest in common/collective trusts at end of year2015-12-31$2,850,580
Value of interest in common/collective trusts at beginning of year2015-12-31$2,278,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,010,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,140,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,140,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-235,299
Net investment gain or loss from common/collective trusts2015-12-31$-46,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$215,668
Employer contributions (assets) at end of year2015-12-31$3,446
Employer contributions (assets) at beginning of year2015-12-31$9,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$358,160
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,294,300
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$505,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$469,146
Value of total corrective distributions2014-12-31$3,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$808,188
Value of total assets at end of year2014-12-31$9,192,101
Value of total assets at beginning of year2014-12-31$8,403,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,272
Total interest from all sources2014-12-31$4,776
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$193,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$193,934
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$585,434
Participant contributions at end of year2014-12-31$149,781
Participant contributions at beginning of year2014-12-31$153,118
Participant contributions at end of year2014-12-31$6,035
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,718
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$33,272
Total non interest bearing cash at end of year2014-12-31$32
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$788,834
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,192,101
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,403,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,608,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,111,544
Interest on participant loans2014-12-31$4,644
Value of interest in common/collective trusts at end of year2014-12-31$2,278,108
Value of interest in common/collective trusts at beginning of year2014-12-31$2,007,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,140,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,130,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,130,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$129,575
Net investment gain or loss from common/collective trusts2014-12-31$157,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$204,036
Employer contributions (assets) at end of year2014-12-31$9,701
Employer contributions (assets) at beginning of year2014-12-31$365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$469,146
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,253,960
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$926,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$883,193
Value of total corrective distributions2013-12-31$8,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$812,306
Value of total assets at end of year2013-12-31$8,403,267
Value of total assets at beginning of year2013-12-31$7,076,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,368
Total interest from all sources2013-12-31$4,619
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$106,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$106,033
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$543,768
Participant contributions at end of year2013-12-31$153,118
Participant contributions at beginning of year2013-12-31$113,611
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$88,720
Administrative expenses (other) incurred2013-12-31$35,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,327,205
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,403,267
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,076,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,111,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,068,323
Interest on participant loans2013-12-31$3,977
Value of interest in common/collective trusts at end of year2013-12-31$2,007,860
Value of interest in common/collective trusts at beginning of year2013-12-31$1,610,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,130,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,282,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,282,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$931,318
Net investment gain or loss from common/collective trusts2013-12-31$399,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$179,818
Employer contributions (assets) at end of year2013-12-31$365
Employer contributions (assets) at beginning of year2013-12-31$842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$883,193
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,485,002
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$474,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$435,118
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$8,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$724,268
Value of total assets at end of year2012-12-31$7,076,062
Value of total assets at beginning of year2012-12-31$6,065,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,378
Total interest from all sources2012-12-31$3,542
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$80,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$80,467
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$541,655
Participant contributions at end of year2012-12-31$113,611
Participant contributions at beginning of year2012-12-31$71,902
Participant contributions at beginning of year2012-12-31$7,639
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,677
Administrative expenses (other) incurred2012-12-31$30,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,010,983
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,076,062
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,065,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,068,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,330,198
Interest on participant loans2012-12-31$2,577
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$1,610,317
Value of interest in common/collective trusts at beginning of year2012-12-31$2,647,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,282,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$464,749
Net investment gain or loss from common/collective trusts2012-12-31$211,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$167,320
Employer contributions (assets) at end of year2012-12-31$842
Employer contributions (assets) at beginning of year2012-12-31$6,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$435,118
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$619,611
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$270,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$255,491
Value of total corrective distributions2011-12-31$5,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$728,340
Value of total assets at end of year2011-12-31$6,065,079
Value of total assets at beginning of year2011-12-31$5,716,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,565
Total interest from all sources2011-12-31$2,217
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$52,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$52,039
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$516,336
Participant contributions at end of year2011-12-31$71,902
Participant contributions at beginning of year2011-12-31$82,869
Participant contributions at end of year2011-12-31$7,639
Participant contributions at beginning of year2011-12-31$8,920
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$31,296
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,264
Administrative expenses (other) incurred2011-12-31$9,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$348,915
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,065,079
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,716,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,330,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,343,798
Interest on participant loans2011-12-31$2,217
Value of interest in common/collective trusts at end of year2011-12-31$2,647,389
Value of interest in common/collective trusts at beginning of year2011-12-31$2,271,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-160,668
Net investment gain or loss from common/collective trusts2011-12-31$-2,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$180,708
Employer contributions (assets) at end of year2011-12-31$6,274
Employer contributions (assets) at beginning of year2011-12-31$7,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$255,491
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350926168
2010 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,448,130
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$382,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$361,589
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$17,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$881,048
Value of total assets at end of year2010-12-31$5,716,164
Value of total assets at beginning of year2010-12-31$4,650,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,165
Total interest from all sources2010-12-31$3,595
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$53,686
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$489,860
Participant contributions at end of year2010-12-31$82,869
Participant contributions at beginning of year2010-12-31$60,796
Participant contributions at end of year2010-12-31$8,920
Participant contributions at beginning of year2010-12-31$7,007
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$224,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$983
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$3,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,065,932
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,716,164
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,650,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,343,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,572,985
Interest on participant loans2010-12-31$3,595
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$2,271,064
Value of interest in common/collective trusts at beginning of year2010-12-31$2,006,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$320,776
Net investment gain or loss from common/collective trusts2010-12-31$189,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$166,900
Employer contributions (assets) at end of year2010-12-31$7,249
Employer contributions (assets) at beginning of year2010-12-31$2,445
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$361,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350926168
2009 : POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN

2022: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32059
Policy instance 1
Insurance contract or identification numberGA32059
Number of Individuals Covered92
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32059
Policy instance 1
Insurance contract or identification numberGA32059
Number of Individuals Covered98
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32059
Policy instance 1
Insurance contract or identification numberGA32059
Number of Individuals Covered101
Insurance policy start date2020-03-28
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32059
Policy instance 1
Insurance contract or identification numberGA32059
Number of Individuals Covered109
Insurance policy start date2019-03-28
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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