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Plan Name | WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WELLSPACE HEALTH |
Employer identification number (EIN): | 941713704 |
NAIC Classification: | 621498 |
NAIC Description: | All Other Outpatient Care Centers |
Additional information about WELLSPACE HEALTH
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1970-01-30 |
Company Identification Number: | C0590979 |
Legal Registered Office Address: |
1304 O St #336 Sacramento United States of America (USA) 95816 |
More information about WELLSPACE HEALTH
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | VIRGILIO OBENZA | VIRGILIO OBENZA | 2018-10-10 | |
002 | 2016-01-01 | VIRGILIO OBENZA | |||
002 | 2015-01-01 | VIRGILIO O. OBENZA | VIRGILIO O. OBENZA | 2016-10-14 | |
002 | 2014-01-01 | KAREN DUBOIS | KAREN DUBOIS | 2015-10-17 |
Measure | Date | Value |
---|---|---|
2022: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 900 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 816 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 169 |
Total of all active and inactive participants | 2022-01-01 | 985 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 986 |
Number of participants with account balances | 2022-01-01 | 750 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 808 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 738 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 131 |
Total of all active and inactive participants | 2021-01-01 | 869 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 870 |
Number of participants with account balances | 2021-01-01 | 550 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 834 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 712 |
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 | 76 |
Total of all active and inactive participants | 2020-01-01 | 788 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 789 |
Number of participants with account balances | 2020-01-01 | 355 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 731 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 700 |
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 | 127 |
Total of all active and inactive participants | 2019-01-01 | 827 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 828 |
Number of participants with account balances | 2019-01-01 | 385 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 491 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 613 |
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 | 102 |
Total of all active and inactive participants | 2018-01-01 | 715 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 716 |
Number of participants with account balances | 2018-01-01 | 300 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 498 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 442 |
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 | 93 |
Total of all active and inactive participants | 2017-01-01 | 535 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 536 |
Number of participants with account balances | 2017-01-01 | 241 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 412 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 391 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 90 |
Total of all active and inactive participants | 2016-01-01 | 481 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 481 |
Number of participants with account balances | 2016-01-01 | 208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 351 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 337 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 69 |
Total of all active and inactive participants | 2015-01-01 | 406 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 406 |
Number of participants with account balances | 2015-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 318 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 33 |
Total of all active and inactive participants | 2014-01-01 | 352 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 352 |
Number of participants with account balances | 2014-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,070,226 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,444,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,323,472 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $6,698 |
Value of total corrective distributions | 2022-12-31 | $57,550 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,560,070 |
Value of total assets at end of year | 2022-12-31 | $14,764,319 |
Value of total assets at beginning of year | 2022-12-31 | $15,138,315 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $56,502 |
Total interest from all sources | 2022-12-31 | $9,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $891,434 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $891,434 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,658,711 |
Participant contributions at end of year | 2022-12-31 | $141,917 |
Participant contributions at beginning of year | 2022-12-31 | $166,748 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $248,665 |
Other income not declared elsewhere | 2022-12-31 | $71,721 |
Administrative expenses (other) incurred | 2022-12-31 | $56,502 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-373,996 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,764,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,138,315 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,685,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $11,688,915 |
Interest on participant loans | 2022-12-31 | $9,831 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,937,274 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,282,652 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,046,757 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-416,073 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $652,694 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,323,472 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BFBA LLP |
Accountancy firm EIN | 2022-12-31 | 680000424 |
2021 : WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,502,606 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,145,579 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $974,641 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,374 |
Value of total corrective distributions | 2021-12-31 | $117,605 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,677,164 |
Value of total assets at end of year | 2021-12-31 | $15,138,315 |
Value of total assets at beginning of year | 2021-12-31 | $11,781,288 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $49,959 |
Total interest from all sources | 2021-12-31 | $8,578 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $959,354 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $959,354 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,109,987 |
Participant contributions at end of year | 2021-12-31 | $166,748 |
Participant contributions at beginning of year | 2021-12-31 | $108,903 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $50,206 |
Other income not declared elsewhere | 2021-12-31 | $62,471 |
Administrative expenses (other) incurred | 2021-12-31 | $49,959 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,357,027 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,138,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,781,288 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $11,688,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,223,248 |
Interest on participant loans | 2021-12-31 | $8,578 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,282,652 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,449,137 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $334,225 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $460,814 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $516,971 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $974,641 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BFBA LLP |
Accountancy firm EIN | 2021-12-31 | 680000424 |
2020 : WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS 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 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
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 | $3,801,638 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,077,448 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $835,791 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $18,009 |
Value of total corrective distributions | 2020-12-31 | $216,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,418,404 |
Value of total assets at end of year | 2020-12-31 | $11,781,288 |
Value of total assets at beginning of year | 2020-12-31 | $9,057,098 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,112 |
Total interest from all sources | 2020-12-31 | $8,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $504,567 |
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 | $504,567 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $1,805,862 |
Participant contributions at end of year | 2020-12-31 | $108,903 |
Participant contributions at beginning of year | 2020-12-31 | $123,716 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $170,822 |
Other income not declared elsewhere | 2020-12-31 | $806 |
Administrative expenses (other) incurred | 2020-12-31 | $7,112 |
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 | $2,724,190 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,781,288 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,057,098 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,223,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,433,569 |
Interest on participant loans | 2020-12-31 | $8,968 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,449,137 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,499,813 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $618,247 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $250,646 |
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 | $441,720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $835,791 |
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 | BFBA, LLP |
Accountancy firm EIN | 2020-12-31 | 680000424 |
2019 : WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS 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 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $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 | $4,238,237 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $731,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $632,619 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $8,036 |
Value of total corrective distributions | 2019-12-31 | $86,202 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,874,025 |
Value of total assets at end of year | 2019-12-31 | $9,057,098 |
Value of total assets at beginning of year | 2019-12-31 | $5,550,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,393 |
Total interest from all sources | 2019-12-31 | $6,051 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $417,211 |
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 | $417,211 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $1,595,753 |
Participant contributions at end of year | 2019-12-31 | $123,716 |
Participant contributions at beginning of year | 2019-12-31 | $85,006 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $883,171 |
Administrative expenses (other) incurred | 2019-12-31 | $4,393 |
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 | $3,506,987 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,057,098 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,550,111 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,433,569 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,701,311 |
Interest on participant loans | 2019-12-31 | $6,051 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,499,813 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $763,794 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $765,108 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $175,842 |
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 | $395,101 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $632,619 |
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 | BFBA, LLP |
Accountancy firm EIN | 2019-12-31 | 680000424 |
2018 : WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS 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 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,281,083 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $572,066 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $565,361 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,273 |
Value of total corrective distributions | 2018-12-31 | $2,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,647,680 |
Value of total assets at end of year | 2018-12-31 | $5,550,111 |
Value of total assets at beginning of year | 2018-12-31 | $4,841,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,355 |
Total interest from all sources | 2018-12-31 | $4,142 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $367,790 |
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 | $367,790 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $485,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 | $1,271,881 |
Participant contributions at end of year | 2018-12-31 | $85,006 |
Participant contributions at beginning of year | 2018-12-31 | $77,049 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $59,348 |
Administrative expenses (other) incurred | 2018-12-31 | $3,355 |
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 | $709,017 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,550,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,841,094 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,701,311 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,208,876 |
Interest on participant loans | 2018-12-31 | $4,142 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $763,794 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $555,169 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-716,157 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-22,372 |
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 | $316,451 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $565,361 |
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 | BFBA, LLP |
Accountancy firm EIN | 2018-12-31 | 680000424 |
2017 : WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS 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 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
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 | $2,018,700 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $653,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $631,521 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $253 |
Value of total corrective distributions | 2017-12-31 | $18,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,421,617 |
Value of total assets at end of year | 2017-12-31 | $4,841,094 |
Value of total assets at beginning of year | 2017-12-31 | $3,476,047 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,020 |
Total interest from all sources | 2017-12-31 | $3,660 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $187,280 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $187,280 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $348,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 | $1,064,429 |
Participant contributions at end of year | 2017-12-31 | $77,049 |
Participant contributions at beginning of year | 2017-12-31 | $52,655 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $93,506 |
Other income not declared elsewhere | 2017-12-31 | $584 |
Administrative expenses (other) incurred | 2017-12-31 | $3,020 |
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 | $1,365,047 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,841,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,476,047 |
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 | $4,208,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,026,037 |
Interest on participant loans | 2017-12-31 | $3,660 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $555,169 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $397,355 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $367,586 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $37,973 |
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 | $263,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $631,521 |
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 | BFBA, LLP |
Accountancy firm EIN | 2017-12-31 | 680000424 |
2016 : WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,383,983 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $333,070 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $285,201 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $5,650 |
Value of total corrective distributions | 2016-12-31 | $40,445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,172,978 |
Value of total assets at end of year | 2016-12-31 | $3,476,047 |
Value of total assets at beginning of year | 2016-12-31 | $2,425,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,774 |
Total interest from all sources | 2016-12-31 | $3,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $108,296 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $108,296 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $243,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $774,493 |
Participant contributions at end of year | 2016-12-31 | $52,655 |
Participant contributions at beginning of year | 2016-12-31 | $74,408 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $208,492 |
Other income not declared elsewhere | 2016-12-31 | $2,335 |
Administrative expenses (other) incurred | 2016-12-31 | $1,774 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,050,913 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,476,047 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,425,134 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,026,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,037,607 |
Interest on participant loans | 2016-12-31 | $3,328 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $397,355 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $313,119 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $87,155 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $9,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $189,993 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $285,201 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BFBA, LLP |
Accountancy firm EIN | 2016-12-31 | 680000424 |
2015 : WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $799,595 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $546,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $487,753 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $2,649 |
Value of total corrective distributions | 2015-12-31 | $53,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $829,529 |
Value of total assets at end of year | 2015-12-31 | $2,425,134 |
Value of total assets at beginning of year | 2015-12-31 | $2,171,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,600 |
Total interest from all sources | 2015-12-31 | $3,995 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $112,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $112,162 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $218,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $670,262 |
Participant contributions at end of year | 2015-12-31 | $74,408 |
Participant contributions at beginning of year | 2015-12-31 | $76,951 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,337 |
Administrative expenses (other) incurred | 2015-12-31 | $2,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $253,369 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,425,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,171,765 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,037,607 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,880,074 |
Interest on participant loans | 2015-12-31 | $3,995 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $313,119 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $214,740 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-147,116 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $154,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $487,753 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BFBA, LLP |
Accountancy firm EIN | 2015-12-31 | 680000424 |
2014 : WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,069,124 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $324,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $321,460 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $24 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $988,883 |
Value of total assets at end of year | 2014-12-31 | $2,171,765 |
Value of total assets at beginning of year | 2014-12-31 | $1,426,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,686 |
Total interest from all sources | 2014-12-31 | $1,385 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $87,455 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $87,455 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $143,000 |
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 | $668,595 |
Participant contributions at end of year | 2014-12-31 | $76,951 |
Participant contributions at beginning of year | 2014-12-31 | $23,093 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $153,137 |
Administrative expenses (other) incurred | 2014-12-31 | $2,686 |
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 | $744,954 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,171,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,426,811 |
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 | $1,880,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,319,234 |
Interest on participant loans | 2014-12-31 | $1,385 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $214,740 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $84,484 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-14,782 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $6,183 |
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 | $167,151 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $321,460 |
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 | BFBA, LLP |
Accountancy firm EIN | 2014-12-31 | 680000424 |
2022: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS 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: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS 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: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS 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: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS 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 |