401k Plan data: WCG 401(K) PLAN plan

WCG 401(K) PLAN 401k Plan overview

Plan Name	WCG 401(K) PLAN
Plan identification number	001

WCG 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WCG HOLDINGS IV, INC. has sponsored the creation of one or more 401k plans.

Company Name: WCG HOLDINGS IV, INC.

Employer identification number (EIN): 813500129

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WCG 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JENNIFER JORDAN

Plan Statistics for WCG 401(K) PLAN

401k plan membership statisitcs for WCG 401(K) PLAN

Measure Date Value
2020: WCG 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,362
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,121
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 360
Total of all active and inactive participants 2020-01-01 1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 1,483
Number of participants with account balances 2020-01-01 1,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: WCG 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 989
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,035
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 326
Total of all active and inactive participants 2019-01-01 1,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,362
Number of participants with account balances 2019-01-01 1,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WCG 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 710
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 761
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 227
Total of all active and inactive participants 2018-01-01 988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 989
Number of participants with account balances 2018-01-01 925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WCG 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 405
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 667
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 220
Total of all active and inactive participants 2017-01-01 887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 889
Number of participants with account balances 2017-01-01 821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2020: WCG 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,362
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,121
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	360
Total of all active and inactive participants	2020-01-01	1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	1,483
Number of participants with account balances	2020-01-01	1,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: WCG 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	989
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,035
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	326
Total of all active and inactive participants	2019-01-01	1,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,362
Number of participants with account balances	2019-01-01	1,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WCG 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	710
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	761
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	227
Total of all active and inactive participants	2018-01-01	988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	989
Number of participants with account balances	2018-01-01	925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WCG 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	405
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	667
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	220
Total of all active and inactive participants	2017-01-01	887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	889
Number of participants with account balances	2017-01-01	821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on WCG 401(K) PLAN

Measure	Date	Value
2020 : WCG 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$3,804,352
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$26,359,417
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,923,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,772,254
Value of total corrective distributions	2020-12-31	$4,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$14,916,209
Value of total assets at end of year	2020-12-31	$88,288,717
Value of total assets at beginning of year	2020-12-31	$65,048,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$146,976
Total interest from all sources	2020-12-31	$35,804
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$599,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$599,224
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$9,463,809
Participant contributions at end of year	2020-12-31	$693,807
Participant contributions at beginning of year	2020-12-31	$769,588
Participant contributions at end of year	2020-12-31	$256,159
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,242,362
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,971,174
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,070,354
Other income not declared elsewhere	2020-12-31	$369,713
Administrative expenses (other) incurred	2020-12-31	$133,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$19,435,819
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$88,288,717
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$65,048,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$13,650
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,441,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,838,127
Interest on participant loans	2020-12-31	$35,804
Value of interest in common/collective trusts at end of year	2020-12-31	$67,532,015
Value of interest in common/collective trusts at beginning of year	2020-12-31	$51,464,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,298,595
Net investment gain or loss from common/collective trusts	2020-12-31	$8,139,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$4,382,046
Employer contributions (assets) at end of year	2020-12-31	$122,599
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,772,254
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2020-12-31	561415202
2019 : WCG 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$10,079,004
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	$23,303,207
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,966,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,842,566
Value of total corrective distributions	2019-12-31	$59
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$13,118,376
Value of total assets at end of year	2019-12-31	$65,048,546
Value of total assets at beginning of year	2019-12-31	$35,632,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$123,957
Total interest from all sources	2019-12-31	$37,395
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$301,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$301,840
Administrative expenses professional fees incurred	2019-12-31	$10,571
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$7,309,275
Participant contributions at end of year	2019-12-31	$769,588
Participant contributions at beginning of year	2019-12-31	$533,818
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,971,173
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,301,899
Other income not declared elsewhere	2019-12-31	$322,117
Administrative expenses (other) incurred	2019-12-31	$109,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$19,336,625
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$65,048,546
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$35,632,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$4,276
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,838,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,952,639
Interest on participant loans	2019-12-31	$32,646
Value of interest in common/collective trusts at end of year	2019-12-31	$51,464,908
Value of interest in common/collective trusts at beginning of year	2019-12-31	$30,146,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$4,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,469,472
Net investment gain or loss from common/collective trusts	2019-12-31	$8,054,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,507,202
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,842,566
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2019-12-31	561415202
2018 : WCG 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$135,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$18,084
Total income from all sources (including contributions)	2018-12-31	$5,435,892
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,936,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,809,845
Value of total corrective distributions	2018-12-31	$6,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,613,206
Value of total assets at end of year	2018-12-31	$35,632,917
Value of total assets at beginning of year	2018-12-31	$34,015,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$120,478
Total interest from all sources	2018-12-31	$21,350
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$224,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$224,711
Administrative expenses professional fees incurred	2018-12-31	$11,800
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,738,401
Participant contributions at end of year	2018-12-31	$533,818
Participant contributions at beginning of year	2018-12-31	$418,392
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$1,894
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$472,336
Administrative expenses (other) incurred	2018-12-31	$82,402
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$1,499,437
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$35,632,917
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$33,997,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$26,276
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,952,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,737,139
Interest on participant loans	2018-12-31	$21,350
Value of interest in common/collective trusts at end of year	2018-12-31	$30,146,460
Value of interest in common/collective trusts at beginning of year	2018-12-31	$29,857,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-587,873
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,835,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,402,469
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,809,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$18,084
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2018-12-31	561415202
2017 : WCG 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$18,960,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$18,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,088,346
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,369,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,318,342
Value of total corrective distributions	2017-12-31	$17,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,676,064
Value of total assets at end of year	2017-12-31	$34,015,608
Value of total assets at beginning of year	2017-12-31	$10,318,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$33,352
Total interest from all sources	2017-12-31	$11,864
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$135,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$135,707
Administrative expenses professional fees incurred	2017-12-31	$3,302
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,672,736
Participant contributions at end of year	2017-12-31	$418,392
Participant contributions at beginning of year	2017-12-31	$94,984
Participant contributions at end of year	2017-12-31	$1,894
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$505,607
Other income not declared elsewhere	2017-12-31	$6,671
Administrative expenses (other) incurred	2017-12-31	$30,050
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$73,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,718,768
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$33,997,524
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,318,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,737,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,035,391
Interest on participant loans	2017-12-31	$11,864
Value of interest in common/collective trusts at end of year	2017-12-31	$29,857,245
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$114,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$114,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$670,970
Net investment gain or loss from common/collective trusts	2017-12-31	$2,587,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,497,721
Employer contributions (assets) at end of year	2017-12-31	$938
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,318,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$18,084
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN	2017-12-31	561415202

Form 5500 Responses for WCG 401(K) PLAN

2020: WCG 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: WCG 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: WCG 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: WCG 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WCG HOLDINGS IV, INC.
Employer identification number (EIN):	813500129
NAIC Classification:	541600