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THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameTHE WELLSPRING PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

THE WELLSPRING PROFIT SHARING AND 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE WELLSPRING ALLIANCE FOR FAMILIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE WELLSPRING ALLIANCE FOR FAMILIES, INC.
Employer identification number (EIN):720442226
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WELLSPRING PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EILEEN STORZ2023-07-31
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01CHRISTY GWIN
0012016-01-01CHRISTY GWIN
0012015-01-01CHRISTY GWIN
0012014-01-01CHRISTY GWIN
0012013-01-01CHRISTY GWIN
0012012-01-01CHRISTY GWIN CHRISTY GWIN2013-06-20
0012011-01-01CHRISTY GWIN
0012010-01-01CHRISTY GWIN
0012009-01-01CHRISTY GWIN

Plan Statistics for THE WELLSPRING PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for THE WELLSPRING PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2021: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01101
Total number of active participants reported on line 7a of the Form 55002021-01-0199
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01110
Number of participants with account balances2021-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01111
Total number of active participants reported on line 7a of the Form 55002020-01-0190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01101
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01102
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01111
Number of participants with account balances2019-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0191
Total number of active participants reported on line 7a of the Form 55002018-01-01101
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01103
Number of participants with account balances2018-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0199
Total number of active participants reported on line 7a of the Form 55002017-01-0172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0191
Number of participants with account balances2017-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0190
Total number of active participants reported on line 7a of the Form 55002016-01-0180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0199
Number of participants with account balances2016-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0183
Total number of active participants reported on line 7a of the Form 55002015-01-0174
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0190
Number of participants with account balances2015-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0187
Total number of active participants reported on line 7a of the Form 55002014-01-0176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0183
Number of participants with account balances2014-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0197
Total number of active participants reported on line 7a of the Form 55002013-01-0179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0187
Number of participants with account balances2013-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0184
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0197
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0190
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0184
Number of participants with account balances2011-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0179
Total number of active participants reported on line 7a of the Form 55002010-01-0182
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0190
Number of participants with account balances2010-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0186
Total number of active participants reported on line 7a of the Form 55002009-01-0173
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0179
Number of participants with account balances2009-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE WELLSPRING PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2021 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$548,810
Expenses. Total of all expenses incurred2021-12-31$3,377
Benefits paid (including direct rollovers)2021-12-31$2,259
Total plan assets at end of year2021-12-31$2,746,281
Total plan assets at beginning of year2021-12-31$2,200,848
Value of fidelity bond covering the plan2021-12-31$300,000
Total contributions received or receivable from participants2021-12-31$125,028
Expenses. Other expenses not covered elsewhere2021-12-31$1,118
Contributions received from other sources (not participants or employers)2021-12-31$1,141
Other income received2021-12-31$351,705
Net income (gross income less expenses)2021-12-31$545,433
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,746,281
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,200,848
Total contributions received or receivable from employer(s)2021-12-31$70,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$412,281
Expenses. Total of all expenses incurred2020-12-31$164,447
Benefits paid (including direct rollovers)2020-12-31$163,454
Total plan assets at end of year2020-12-31$2,200,848
Total plan assets at beginning of year2020-12-31$1,953,014
Value of fidelity bond covering the plan2020-12-31$300,000
Total contributions received or receivable from participants2020-12-31$103,409
Expenses. Other expenses not covered elsewhere2020-12-31$993
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$264,590
Net income (gross income less expenses)2020-12-31$247,834
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,200,848
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,953,014
Total contributions received or receivable from employer(s)2020-12-31$44,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE WELLSPRING PROFIT SHARING AND 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$466,991
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$54,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$54,074
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$136,650
Value of total assets at end of year2019-12-31$1,953,014
Value of total assets at beginning of year2019-12-31$1,540,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$588
Total interest from all sources2019-12-31$894
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$466,991
Expenses. Total of all expenses incurred2019-12-31$54,662
Benefits paid (including direct rollovers)2019-12-31$54,074
Total plan assets at end of year2019-12-31$1,953,014
Total plan assets at beginning of year2019-12-31$1,540,685
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$94,342
Expenses. Other expenses not covered elsewhere2019-12-31$588
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$330,341
Net income (gross income less expenses)2019-12-31$412,329
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,953,014
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,540,685
Total contributions received or receivable from employer(s)2019-12-31$42,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
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$94,342
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$588
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$412,329
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,953,014
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,540,685
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,896,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,491,050
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$56,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$49,635
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$329,447
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$42,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$54,074
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
2018 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$87,268
Expenses. Total of all expenses incurred2018-12-31$38,215
Benefits paid (including direct rollovers)2018-12-31$35,748
Total plan assets at end of year2018-12-31$1,540,685
Total plan assets at beginning of year2018-12-31$1,491,632
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$93,911
Expenses. Other expenses not covered elsewhere2018-12-31$2,467
Contributions received from other sources (not participants or employers)2018-12-31$92,914
Other income received2018-12-31$-138,712
Net income (gross income less expenses)2018-12-31$49,053
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,540,685
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,491,632
Total contributions received or receivable from employer(s)2018-12-31$39,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$400,483
Expenses. Total of all expenses incurred2017-12-31$17,183
Benefits paid (including direct rollovers)2017-12-31$14,785
Total plan assets at end of year2017-12-31$1,491,632
Total plan assets at beginning of year2017-12-31$1,108,332
Value of fidelity bond covering the plan2017-12-31$200,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$61,291
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$241,426
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$383,300
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,491,632
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,108,332
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$97,766
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,398
2016 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$255,266
Expenses. Total of all expenses incurred2016-12-31$153,613
Benefits paid (including direct rollovers)2016-12-31$151,285
Total plan assets at end of year2016-12-31$1,108,332
Total plan assets at beginning of year2016-12-31$1,006,679
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$50,669
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$84,117
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$101,653
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,108,332
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,006,679
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$120,480
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,328
2015 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$175,499
Expenses. Total of all expenses incurred2015-12-31$57,553
Benefits paid (including direct rollovers)2015-12-31$55,398
Total plan assets at end of year2015-12-31$1,006,679
Total plan assets at beginning of year2015-12-31$888,733
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$59,326
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$14,828
Other income received2015-12-31$-4,053
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$117,946
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,006,679
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$888,733
Total contributions received or receivable from employer(s)2015-12-31$105,398
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,155
2014 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$187,823
Expenses. Total of all expenses incurred2014-12-31$227,809
Benefits paid (including direct rollovers)2014-12-31$225,720
Total plan assets at end of year2014-12-31$888,733
Total plan assets at beginning of year2014-12-31$928,719
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$32,915
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$48,674
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-39,986
Net plan assets at end of year (total assets less liabilities)2014-12-31$888,733
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$928,719
Total contributions received or receivable from employer(s)2014-12-31$106,234
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,089
2013 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$291,179
Expenses. Total of all expenses incurred2013-12-31$37,706
Benefits paid (including direct rollovers)2013-12-31$37,705
Total plan assets at end of year2013-12-31$928,719
Total plan assets at beginning of year2013-12-31$675,246
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$52,343
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$135,258
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$253,473
Net plan assets at end of year (total assets less liabilities)2013-12-31$928,719
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$675,246
Total contributions received or receivable from employer(s)2013-12-31$103,578
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1
2012 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$222,209
Expenses. Total of all expenses incurred2012-12-31$47,788
Benefits paid (including direct rollovers)2012-12-31$47,788
Total plan assets at end of year2012-12-31$675,246
Total plan assets at beginning of year2012-12-31$500,825
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$45,559
Other income received2012-12-31$70,926
Net income (gross income less expenses)2012-12-31$174,421
Net plan assets at end of year (total assets less liabilities)2012-12-31$675,246
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$500,825
Total contributions received or receivable from employer(s)2012-12-31$105,724
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$127,639
Expenses. Total of all expenses incurred2011-12-31$26,874
Benefits paid (including direct rollovers)2011-12-31$26,874
Total plan assets at end of year2011-12-31$500,825
Total plan assets at beginning of year2011-12-31$400,060
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$36,869
Other income received2011-12-31$-14,329
Net income (gross income less expenses)2011-12-31$100,765
Net plan assets at end of year (total assets less liabilities)2011-12-31$500,825
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$400,060
Total contributions received or receivable from employer(s)2011-12-31$105,099
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$175,878
Expenses. Total of all expenses incurred2010-12-31$15,535
Benefits paid (including direct rollovers)2010-12-31$15,535
Total plan assets at end of year2010-12-31$400,060
Total plan assets at beginning of year2010-12-31$239,717
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$33,175
Other income received2010-12-31$44,825
Net income (gross income less expenses)2010-12-31$160,343
Net plan assets at end of year (total assets less liabilities)2010-12-31$400,060
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$239,717
Total contributions received or receivable from employer(s)2010-12-31$97,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE WELLSPRING PROFIT SHARING AND 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 THE WELLSPRING PROFIT SHARING AND 401(K) PLAN

2021: THE WELLSPRING PROFIT SHARING AND 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 benefit arrangement – InsuranceYes
2020: THE WELLSPRING PROFIT SHARING AND 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 benefit arrangement – InsuranceYes
2019: THE WELLSPRING PROFIT SHARING AND 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 benefit arrangement – InsuranceYes
2018: THE WELLSPRING PROFIT SHARING AND 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: THE WELLSPRING PROFIT SHARING AND 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WELLSPRING PROFIT SHARING AND 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: THE WELLSPRING PROFIT SHARING AND 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: THE WELLSPRING PROFIT SHARING AND 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: THE WELLSPRING PROFIT SHARING AND 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: THE WELLSPRING PROFIT SHARING AND 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WELLSPRING PROFIT SHARING AND 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
2010: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE WELLSPRING PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number060110J
Policy instance 1
Insurance contract or identification number060110J
Number of Individuals Covered110
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $416
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees416
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number060110J
Policy instance 1
Insurance contract or identification number060110J
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $416
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees416
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number060110J
Policy instance 1
Insurance contract or identification number060110J
Number of Individuals Covered111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,874
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5874
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3

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