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| Plan Name | ZEPHYR WELLNESS 401K PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | GARRISON WISKERCHEN & COATES LTD |
| Employer identification number (EIN): | 473622602 |
| NAIC Classification: | 621330 |
| NAIC Description: | Offices of Mental Health Practitioners (except Physicians) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024: ZEPHYR WELLNESS 401K PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-05-16 | 11 |
| Total number of particpants at end of year | 2024-05-16 | 0 |
| Number of Participants With Account Balances | 2024-05-16 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ZEPHYR WELLNESS 401K PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-16 | -55367 |
| Total liabilities as of the end of the plan year | 2024-05-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-16 | 10986 |
| Total expenses incurred by plan in this plan year | 2024-05-16 | 427 |
| Net assets as of the end of the plan year | 2024-05-16 | 0 |
| Total assets as of the beginning of the plan year | 2024-05-16 | 63662 |
| Other income to plan in this plan year | 2024-05-16 | 3118 |
| Plan net income in this plan year | 2024-05-16 | 2691 |
| Net assets as of the end of the plan year | 2024-05-16 | 0 |
| Net assets as of the beginning of the plan year | 2024-05-16 | 52676 |
| Fees paid to broker by Benefit Provider | 2024-05-16 | 80 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-16 | 427 |
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