| Plan Name | WISDOM GARDEN, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WISDOM GARDEN, INC. |
| Employer identification number (EIN): | 473145881 |
| NAIC Classification: | 624410 |
| NAIC Description: | Child Day Care Services |
Additional information about WISDOM GARDEN, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2015-02-13 |
| Company Identification Number: | 0802157398 |
| Legal Registered Office Address: |
3608 ACTON DR FLOWER MOUND United States of America (USA) 75022 |
More information about WISDOM GARDEN, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | DANA WESTMORELAND | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | DANA WESTMORELAND | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | DANA WESTMORELAND | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | DANA WESTMORELAND | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | DANA WESTMORELAND | |||
| 001 | 2016-01-01 | DANA WESTMORELAND | |||
| 001 | 2015-01-01 | DANA WESTMORELAND |
| Measure | Date | Value |
|---|---|---|
| 2024 : WISDOM GARDEN, INC. 401(K) PLAN 2024 401k financial data | ||
| Total income from all sources | 2024-01-01 | $356,233 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $0 |
| Total plan assets at end of year | 2024-01-01 | $2,585,315 |
| Total plan assets at beginning of year | 2024-01-01 | $2,229,082 |
| Value of fidelity bond covering the plan | 2024-01-01 | $450,000 |
| Other income received | 2024-01-01 | $356,233 |
| Net income (gross income less expenses) | 2024-01-01 | $356,233 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $2,585,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $2,229,082 |
| Assets. Value of employer securities | 2024-01-01 | $2,585,312 |
| 2023 : WISDOM GARDEN, INC. 401(K) PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $146,986 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $2,229,082 |
| Total plan assets at beginning of year | 2023-12-31 | $2,082,096 |
| Value of fidelity bond covering the plan | 2023-12-31 | $450,000 |
| Other income received | 2023-12-31 | $146,986 |
| Net income (gross income less expenses) | 2023-12-31 | $146,986 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,229,082 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,082,096 |
| Assets. Value of employer securities | 2023-12-31 | $2,228,079 |
| 2022 : WISDOM GARDEN, INC. 401(K) PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $97,266 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $2,082,096 |
| Total plan assets at beginning of year | 2022-12-31 | $1,984,830 |
| Value of fidelity bond covering the plan | 2022-12-31 | $450,000 |
| Other income received | 2022-12-31 | $97,266 |
| Net income (gross income less expenses) | 2022-12-31 | $97,266 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,082,096 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,984,830 |
| Assets. Value of employer securities | 2022-12-31 | $2,081,093 |
| 2021 : WISDOM GARDEN, INC. 401(K) PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $1,022,641 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,984,830 |
| Total plan assets at beginning of year | 2021-12-31 | $962,189 |
| Value of fidelity bond covering the plan | 2021-12-31 | $450,000 |
| Other income received | 2021-12-31 | $1,022,641 |
| Net income (gross income less expenses) | 2021-12-31 | $1,022,641 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,984,830 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $962,189 |
| Assets. Value of employer securities | 2021-12-31 | $1,983,827 |
| 2020 : WISDOM GARDEN, INC. 401(K) PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $-931,350 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $962,189 |
| Total plan assets at beginning of year | 2020-12-31 | $1,893,539 |
| Value of fidelity bond covering the plan | 2020-12-31 | $450,000 |
| Other income received | 2020-12-31 | $-931,350 |
| Net income (gross income less expenses) | 2020-12-31 | $-931,350 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $962,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,893,539 |
| Assets. Value of employer securities | 2020-12-31 | $961,186 |
| 2019 : WISDOM GARDEN, INC. 401(K) PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $963,852 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,893,539 |
| Total plan assets at beginning of year | 2019-12-31 | $929,687 |
| Value of fidelity bond covering the plan | 2019-12-31 | $450,000 |
| Other income received | 2019-12-31 | $963,852 |
| Net income (gross income less expenses) | 2019-12-31 | $963,852 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,893,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $929,687 |
| Assets. Value of employer securities | 2019-12-31 | $1,892,536 |
| 2018 : WISDOM GARDEN, INC. 401(K) PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $-94,963 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $929,687 |
| Total plan assets at beginning of year | 2018-12-31 | $1,024,650 |
| Value of fidelity bond covering the plan | 2018-12-31 | $450,000 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $3,660 |
| Other income received | 2018-12-31 | $-98,623 |
| Net income (gross income less expenses) | 2018-12-31 | $-94,963 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $929,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,024,650 |
| Assets. Value of employer securities | 2018-12-31 | $928,684 |
| 2017 : WISDOM GARDEN, INC. 401(K) PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $714,475 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $115 |
| Total plan assets at end of year | 2017-12-31 | $1,024,650 |
| Total plan assets at beginning of year | 2017-12-31 | $310,290 |
| Value of fidelity bond covering the plan | 2017-12-31 | $450,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $115 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $213,813 |
| Other income received | 2017-12-31 | $500,662 |
| Net income (gross income less expenses) | 2017-12-31 | $714,360 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,024,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $310,290 |
| Assets. Value of employer securities | 2017-12-31 | $1,018,807 |
| 2016 : WISDOM GARDEN, INC. 401(K) PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $-139,855 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $105 |
| Total plan assets at end of year | 2016-12-31 | $310,290 |
| Total plan assets at beginning of year | 2016-12-31 | $450,250 |
| Value of fidelity bond covering the plan | 2016-12-31 | $45,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $105 |
| Other income received | 2016-12-31 | $-139,855 |
| Net income (gross income less expenses) | 2016-12-31 | $-139,960 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $310,290 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $450,250 |
| Assets. Value of employer securities | 2016-12-31 | $310,145 |
| 2015 : WISDOM GARDEN, INC. 401(K) PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $450,250 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $450,250 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $450,000 |
| Other income received | 2015-12-31 | $250 |
| Net income (gross income less expenses) | 2015-12-31 | $450,250 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $450,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $450,000 |
| 2023: WISDOM GARDEN, INC. 401(K) PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: WISDOM GARDEN, INC. 401(K) PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WISDOM GARDEN, INC. 401(K) PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WISDOM GARDEN, INC. 401(K) PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WISDOM GARDEN, INC. 401(K) PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WISDOM GARDEN, INC. 401(K) PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WISDOM GARDEN, INC. 401(K) PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WISDOM GARDEN, INC. 401(K) PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WISDOM GARDEN, INC. 401(K) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |