WELAND CLINICAL LAB, P.C. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : WELAND ENTITIES 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-27 | 894447 |
| Net assets as of the end of the plan year | 2025-06-27 | 19792477 |
| Total assets as of the beginning of the plan year | 2025-06-27 | 16983373 |
| Value of plan covered by a fidelity bond | 2025-06-27 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-27 | 401252 |
| Other contributions to plan in this plan year | 2025-06-27 | 93624 |
| Other income to plan in this plan year | 2025-06-27 | 2995262 |
| Plan net income in this plan year | 2025-06-27 | 2809104 |
| Net assets as of the end of the plan year | 2025-06-27 | 19792477 |
| Net assets as of the beginning of the plan year | 2025-06-27 | 16983373 |
| Employer contributions to plan in this plan year | 2025-06-27 | 213413 |
| Fees paid to broker by Benefit Provider | 2025-06-27 | 37049 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-27 | 51442 |
| 2023 : WELAND ENTITIES 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,951,439 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,509,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,463,556 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $776,096 |
| Value of total assets at end of year | 2023-12-31 | $16,983,373 |
| Value of total assets at beginning of year | 2023-12-31 | $14,541,235 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $45,745 |
| Total interest from all sources | 2023-12-31 | $23,748 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $391,661 |
| Participant contributions at end of year | 2023-12-31 | $71 |
| Participant contributions at beginning of year | 2023-12-31 | $5,071 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $6,322 |
| Administrative expenses (other) incurred | 2023-12-31 | $45,745 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,442,138 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $16,983,373 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $14,541,235 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $14,992,999 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $12,590,147 |
| Interest earned on other investments | 2023-12-31 | $23,748 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,786,933 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,685,366 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $3,151,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $378,113 |
| Employer contributions (assets) at end of year | 2023-12-31 | $203,370 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $260,651 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,463,556 |
| Contract administrator fees | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | FORGE FINANCIAL & MANAGEMENT CONS. |
| Accountancy firm EIN | 2023-12-31 | 882802798 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,951,439 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,509,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,463,556 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $776,096 |
| Value of total assets at end of year | 2023-01-01 | $16,983,373 |
| Value of total assets at beginning of year | 2023-01-01 | $14,541,235 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $45,745 |
| Total interest from all sources | 2023-01-01 | $23,748 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $391,661 |
| Participant contributions at end of year | 2023-01-01 | $71 |
| Participant contributions at beginning of year | 2023-01-01 | $5,071 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $6,322 |
| Administrative expenses (other) incurred | 2023-01-01 | $45,745 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,442,138 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $16,983,373 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $14,541,235 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $14,992,999 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $12,590,147 |
| Interest earned on other investments | 2023-01-01 | $23,748 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $1,786,933 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,685,366 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $3,151,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $378,113 |
| Employer contributions (assets) at end of year | 2023-01-01 | $203,370 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $260,651 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,463,556 |
| Contract administrator fees | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FORGE FINANCIAL & MANAGEMENT CONS. |
| Accountancy firm EIN | 2023-01-01 | 882802798 |
| 2022 : WELAND ENTITIES 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-2,879,571 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $5,003,578 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,952,658 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $848,638 |
| Value of total assets at end of year | 2022-12-31 | $14,541,235 |
| Value of total assets at beginning of year | 2022-12-31 | $22,424,384 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $50,920 |
| Total interest from all sources | 2022-12-31 | $17,175 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $398,768 |
| Participant contributions at end of year | 2022-12-31 | $5,071 |
| Participant contributions at beginning of year | 2022-12-31 | $71 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-7,883,149 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,541,235 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,424,384 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $50,920 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $12,590,147 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $20,621,992 |
| Interest earned on other investments | 2022-12-31 | $17,175 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,685,366 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,542,544 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,745,384 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $449,870 |
| Employer contributions (assets) at end of year | 2022-12-31 | $260,651 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $259,777 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,952,658 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORGE FINANCIAL & MANAGEMENT CONS. |
| Accountancy firm EIN | 2022-12-31 | 882802798 |
| Total expenses incurred by plan in this plan year | 2022-07-01 | 1786848 |
| Net assets as of the end of the plan year | 2022-07-01 | 22424384 |
| Total assets as of the beginning of the plan year | 2022-07-01 | 19098307 |
| Value of plan covered by a fidelity bond | 2022-07-01 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-01 | 384079 |
| Other expenses paid from plan in this plan year | 2022-07-01 | 0 |
| Other contributions to plan in this plan year | 2022-07-01 | 728949 |
| Other income to plan in this plan year | 2022-07-01 | 3562285 |
| Plan net income in this plan year | 2022-07-01 | 3326077 |
| Net assets as of the end of the plan year | 2022-07-01 | 22424384 |
| Net assets as of the beginning of the plan year | 2022-07-01 | 19098307 |
| Employer contributions to plan in this plan year | 2022-07-01 | 437612 |
| Fees paid to broker by Benefit Provider | 2022-07-01 | 321 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-01 | 26137 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-2,879,571 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $5,003,578 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $4,952,658 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $848,638 |
| Value of total assets at end of year | 2022-01-01 | $14,541,235 |
| Value of total assets at beginning of year | 2022-01-01 | $22,424,384 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $50,920 |
| Total interest from all sources | 2022-01-01 | $17,175 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $398,768 |
| Participant contributions at end of year | 2022-01-01 | $5,071 |
| Participant contributions at beginning of year | 2022-01-01 | $71 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-7,883,149 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $14,541,235 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $22,424,384 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $50,920 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $12,590,147 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $20,621,992 |
| Interest earned on other investments | 2022-01-01 | $17,175 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,685,366 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,542,544 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-3,745,384 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $449,870 |
| Employer contributions (assets) at end of year | 2022-01-01 | $260,651 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $259,777 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $4,952,658 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FORGE FINANCIAL & MANAGEMENT CONS. |
| Accountancy firm EIN | 2022-01-01 | 882802798 |
