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Plan Name | WELLTEC 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WELLTEC, INC. |
Employer identification number (EIN): | 752890609 |
NAIC Classification: | 541600 |
Additional information about WELLTEC, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2000-05-26 |
Company Identification Number: | 0158420200 |
Legal Registered Office Address: |
22440 MERCHANTS WAY KATY United States of Amercica (USA) 77449 |
More information about WELLTEC, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | TIMAREE HUMPHREY | |||
001 | 2013-01-01 | TIMAREE HUMPHREY | |||
001 | 2012-01-01 | TIMAREE HUMPHREY | 2013-07-31 | ||
001 | 2011-01-01 | TIMAREE HUMPHREY | 2012-07-30 | ||
001 | 2010-01-01 | TIMAREE HUMPHREY | 2011-08-14 | ||
001 | 2009-01-01 | TIMAREE HUMPHREY |
Measure | Date | Value |
---|---|---|
2014: WELLTEC 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 19 |
Total of all active and inactive participants | 2014-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 162 |
Number of participants with account balances | 2014-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WELLTEC 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
Total of all active and inactive participants | 2013-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 157 |
Number of participants with account balances | 2013-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2009: WELLTEC 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 70 |
Number of participants with account balances | 2009-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : WELLTEC 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,378,620 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $419,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $415,670 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,233,838 |
Value of total assets at end of year | 2014-12-31 | $5,002,193 |
Value of total assets at beginning of year | 2014-12-31 | $4,043,101 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,858 |
Total interest from all sources | 2014-12-31 | $9,763 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $740,973 |
Participant contributions at end of year | 2014-12-31 | $194,065 |
Participant contributions at beginning of year | 2014-12-31 | $229,766 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $23,916 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,592 |
Administrative expenses (other) incurred | 2014-12-31 | $3,858 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $959,092 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,002,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,043,101 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,808,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,775,317 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $9,763 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $135,019 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $490,273 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $14,102 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $415,670 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WEINSTEIN SPIRA |
Accountancy firm EIN | 2014-12-31 | 742181616 |
2013 : WELLTEC 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,481,460 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $810,482 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $807,636 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $895,308 |
Value of total assets at end of year | 2013-12-31 | $4,043,101 |
Value of total assets at beginning of year | 2013-12-31 | $3,372,123 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,846 |
Total interest from all sources | 2013-12-31 | $9,254 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $204,027 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $204,027 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $513,413 |
Participant contributions at end of year | 2013-12-31 | $229,766 |
Participant contributions at beginning of year | 2013-12-31 | $249,974 |
Participant contributions at end of year | 2013-12-31 | $23,916 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $33,311 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $670,978 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,043,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,372,123 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $396 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,775,317 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,122,149 |
Interest on participant loans | 2013-12-31 | $9,254 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $372,871 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $348,584 |
Employer contributions (assets) at end of year | 2013-12-31 | $14,102 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $807,636 |
Contract administrator fees | 2013-12-31 | $2,450 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WEINSTEIN SPIRA |
Accountancy firm EIN | 2013-12-31 | 742181616 |
2014: WELLTEC 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WELLTEC 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WELLTEC 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |