401k Plan data: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN plan

WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 401k Plan overview

Plan Name	WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN
Plan identification number	001

WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

WERTH WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: WERTH WEALTH MANAGEMENT, LLC

Employer identification number (EIN): 383768454

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 TIMOTHY L WERTH
001 2017-01-01 TIMOTHY L WERTH
001 2016-01-01 TIMOTHY L WERTH
001 2015-01-01 TIMOTHY L WERTH
001 2014-01-01 TIMOTHY L WERTH
001 2013-01-01 TIMOTHY L WERTH
001 2012-01-01 TIMOTHY L WERTH
001 2011-01-01 TIMOTHY L WERTH
001 2010-01-01 TIMOTHY L WERTH
001 2009-01-01 TIMOTHY L WERTH

Plan Statistics for WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN

401k plan membership statisitcs for WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN

Measure Date Value
2022: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 17
Total participants 2022-01-01 17
Number of participants with account balances 2022-01-01 17
2021: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 14
Total participants 2021-01-01 14
Number of participants with account balances 2021-01-01 14
2020: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 14
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 14
2019: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
Total of all active and inactive participants 2019-01-01 14
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Number of retired or separated participants receiving benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 13
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 12
2017: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 10
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Total of all active and inactive participants 2015-01-01 10
Total participants 2015-01-01 10
2014: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 9
Total participants 2014-01-01 9
2013: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
2011: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
2010: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Total of all active and inactive participants 2010-01-01 8
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2022: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	17
Total participants	2022-01-01	17
Number of participants with account balances	2022-01-01	17
2021: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	14
Total participants	2021-01-01	14
Number of participants with account balances	2021-01-01	14
2020: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	14
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	14
2019: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
Total of all active and inactive participants	2019-01-01	14
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Number of retired or separated participants receiving benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	13
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	12
2017: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	10
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Total of all active and inactive participants	2015-01-01	10
Total participants	2015-01-01	10
2014: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	9
Total participants	2014-01-01	9
2013: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
2011: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
2010: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Total of all active and inactive participants	2010-01-01	8
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN

Measure	Date	Value
2022 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-450,477
Expenses. Total of all expenses incurred	2022-12-31	$23,752
Total plan assets at end of year	2022-12-31	$6,013,807
Total plan assets at beginning of year	2022-12-31	$6,488,036
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$190,722
Expenses. Other expenses not covered elsewhere	2022-12-31	$23,752
Other income received	2022-12-31	$-873,078
Net income (gross income less expenses)	2022-12-31	$-474,229
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,013,807
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,488,036
Total contributions received or receivable from employer(s)	2022-12-31	$231,879
2021 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,270,793
Expenses. Total of all expenses incurred	2021-12-31	$26,811
Total plan assets at end of year	2021-12-31	$6,488,036
Total plan assets at beginning of year	2021-12-31	$5,244,054
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$152,103
Expenses. Other expenses not covered elsewhere	2021-12-31	$26,811
Other income received	2021-12-31	$932,705
Net income (gross income less expenses)	2021-12-31	$1,243,982
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,488,036
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,244,054
Total contributions received or receivable from employer(s)	2021-12-31	$185,985
2020 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$987,025
Expenses. Total of all expenses incurred	2020-12-31	$20,187
Total plan assets at end of year	2020-12-31	$5,244,054
Total plan assets at beginning of year	2020-12-31	$4,277,216
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$142,909
Expenses. Other expenses not covered elsewhere	2020-12-31	$20,187
Other income received	2020-12-31	$691,634
Net income (gross income less expenses)	2020-12-31	$966,838
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,244,054
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,277,216
Total contributions received or receivable from employer(s)	2020-12-31	$152,482
2019 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,042,643
Expenses. Total of all expenses incurred	2019-12-31	$18,220
Benefits paid (including direct rollovers)	2019-12-31	$621
Total plan assets at end of year	2019-12-31	$4,277,216
Total plan assets at beginning of year	2019-12-31	$3,252,793
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$122,828
Expenses. Other expenses not covered elsewhere	2019-12-31	$17,599
Other income received	2019-12-31	$758,072
Net income (gross income less expenses)	2019-12-31	$1,024,423
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,277,216
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,252,793
Total contributions received or receivable from employer(s)	2019-12-31	$161,743
2018 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$132,808
Expenses. Total of all expenses incurred	2018-12-31	$24,368
Benefits paid (including direct rollovers)	2018-12-31	$10,953
Total plan assets at end of year	2018-12-31	$3,252,793
Total plan assets at beginning of year	2018-12-31	$3,144,353
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$128,758
Expenses. Other expenses not covered elsewhere	2018-12-31	$13,415
Contributions received from other sources (not participants or employers)	2018-12-31	$20,169
Other income received	2018-12-31	$-201,074
Net income (gross income less expenses)	2018-12-31	$108,440
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,252,793
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,144,353
Total contributions received or receivable from employer(s)	2018-12-31	$184,955
2017 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$591,998
Expenses. Total of all expenses incurred	2017-12-31	$38,382
Benefits paid (including direct rollovers)	2017-12-31	$30,868
Total plan assets at end of year	2017-12-31	$3,144,353
Total plan assets at beginning of year	2017-12-31	$2,590,737
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$104,265
Expenses. Other expenses not covered elsewhere	2017-12-31	$7,514
Other income received	2017-12-31	$354,517
Net income (gross income less expenses)	2017-12-31	$553,616
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,144,353
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,590,737
Total contributions received or receivable from employer(s)	2017-12-31	$133,216
2016 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$500,413
Expenses. Total of all expenses incurred	2016-12-31	$7,979
Total plan assets at end of year	2016-12-31	$2,590,737
Total plan assets at beginning of year	2016-12-31	$2,098,303
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$103,939
Expenses. Other expenses not covered elsewhere	2016-12-31	$7,979
Other income received	2016-12-31	$250,265
Net income (gross income less expenses)	2016-12-31	$492,434
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,590,737
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,098,303
Total contributions received or receivable from employer(s)	2016-12-31	$146,209
2015 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$163,761
Expenses. Total of all expenses incurred	2015-12-31	$30,015
Benefits paid (including direct rollovers)	2015-12-31	$17,918
Total plan assets at end of year	2015-12-31	$2,098,303
Total plan assets at beginning of year	2015-12-31	$1,964,557
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$89,719
Expenses. Other expenses not covered elsewhere	2015-12-31	$12,097
Other income received	2015-12-31	$-45,436
Net income (gross income less expenses)	2015-12-31	$133,746
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,098,303
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,964,557
Total contributions received or receivable from employer(s)	2015-12-31	$119,478
2014 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$253,652
Expenses. Total of all expenses incurred	2014-12-31	$66,949
Benefits paid (including direct rollovers)	2014-12-31	$61,326
Total plan assets at end of year	2014-12-31	$1,964,557
Total plan assets at beginning of year	2014-12-31	$1,777,854
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$77,729
Expenses. Other expenses not covered elsewhere	2014-12-31	$5,623
Other income received	2014-12-31	$77,672
Net income (gross income less expenses)	2014-12-31	$186,703
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,964,557
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,777,854
Total contributions received or receivable from employer(s)	2014-12-31	$98,251
2013 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$423,608
Expenses. Total of all expenses incurred	2013-12-31	$1,549
Total plan assets at end of year	2013-12-31	$1,759,305
Total plan assets at beginning of year	2013-12-31	$1,337,246
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$40,632
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,549
Other income received	2013-12-31	$293,970
Net income (gross income less expenses)	2013-12-31	$422,059
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,759,305
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,337,246
Total contributions received or receivable from employer(s)	2013-12-31	$89,006
2012 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$311,977
Expenses. Total of all expenses incurred	2012-12-31	$1,628
Total plan assets at end of year	2012-12-31	$1,337,246
Total plan assets at beginning of year	2012-12-31	$1,026,897
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$56,986
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,628
Other income received	2012-12-31	$170,820
Net income (gross income less expenses)	2012-12-31	$310,349
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,337,246
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,026,897
Total contributions received or receivable from employer(s)	2012-12-31	$84,171
2011 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$132,100
Expenses. Total of all expenses incurred	2011-12-31	$12,701
Benefits paid (including direct rollovers)	2011-12-31	$10,683
Total plan assets at end of year	2011-12-31	$1,026,897
Total plan assets at beginning of year	2011-12-31	$907,498
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$58,201
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,018
Other income received	2011-12-31	$-5,039
Net income (gross income less expenses)	2011-12-31	$119,399
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,026,897
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$907,498
Total contributions received or receivable from employer(s)	2011-12-31	$78,938
2010 : WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$226,310
Expenses. Total of all expenses incurred	2010-12-31	$5,266
Total plan assets at end of year	2010-12-31	$907,498
Total plan assets at beginning of year	2010-12-31	$686,454
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$47,790
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,016
Other income received	2010-12-31	$101,328
Net income (gross income less expenses)	2010-12-31	$221,044
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$907,498
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$686,454
Total contributions received or receivable from employer(s)	2010-12-31	$77,192
Value of corrective distributions	2010-12-31	$4,250

Form 5500 Responses for WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN

2022: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WERTH WEALTH MANAGEMENT PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

503191-01

Policy instance

Insurance contract or identification number	503191-01
Number of Individuals Covered	3
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

503191-01

Policy instance

Insurance contract or identification number	503191-01
Number of Individuals Covered	3
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

503191-01

Policy instance

Insurance contract or identification number	503191-01
Number of Individuals Covered	3
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

503191-01

Policy instance

Insurance contract or identification number	503191-01
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

503191-01

Policy instance

Insurance contract or identification number	503191-01
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

503191-01

Policy instance

Insurance contract or identification number	503191-01
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WERTH WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	383768454
NAIC Classification:	523120
NAIC Description:	Securities Brokerage