401k Plan data: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN plan

WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN
Plan identification number	002

WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WELLCHARTER INTERNATIONAL CORP. has sponsored the creation of one or more 401k plans.

Company Name: WELLCHARTER INTERNATIONAL CORP.

Employer identification number (EIN): 954660956

NAIC Classification: 423800

Additional information about WELLCHARTER INTERNATIONAL CORP.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1997-10-28

Company Identification Number: C2059427

Legal Registered Office Address: 609 Monterey Pass Rd

Monterey Park
United States of America (USA)
91754

More information about WELLCHARTER INTERNATIONAL CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01 STEPHANIE LIN 2023-03-14 STEPHANIE LIN 2023-03-14
002 2020-10-01 STEPHANIE LIN 2021-12-14 STEPHANIE LIN 2021-12-14
002 2019-10-01 STEPHANIE LIN 2021-04-14 STEPHANIE LIN 2021-04-14
002 2018-10-01 STEPHANIE LIN 2020-07-07 STEPHANIE LIN 2020-07-07
002 2017-10-01 STEPHANIE LIN 2019-07-09 STEPHANIE LIN 2019-07-09
002 2016-10-01
002 2015-10-01
002 2014-10-01
002 2013-10-01
002 2012-10-01 STEPHANIE LIN STEPHANIE LIN 2014-07-14
002 2011-10-01 STEPHANIE LIN 2013-05-03 STEPHANIE LIN 2013-05-03
002 2010-10-01 STEPHANIE LIN 2012-07-16 STEPHANIE LIN 2012-07-16
002 2009-10-01 STEPHANIE LIN STEPHANIE LIN 2011-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-10-01	STEPHANIE LIN	2023-03-14	STEPHANIE LIN	2023-03-14
002	2020-10-01	STEPHANIE LIN	2021-12-14	STEPHANIE LIN	2021-12-14
002	2019-10-01	STEPHANIE LIN	2021-04-14	STEPHANIE LIN	2021-04-14
002	2018-10-01	STEPHANIE LIN	2020-07-07	STEPHANIE LIN	2020-07-07
002	2017-10-01	STEPHANIE LIN	2019-07-09	STEPHANIE LIN	2019-07-09
002	2016-10-01
002	2015-10-01
002	2014-10-01
002	2013-10-01
002	2012-10-01	STEPHANIE LIN		STEPHANIE LIN	2014-07-14
002	2011-10-01	STEPHANIE LIN	2013-05-03	STEPHANIE LIN	2013-05-03
002	2010-10-01	STEPHANIE LIN	2012-07-16	STEPHANIE LIN	2012-07-16
002	2009-10-01	STEPHANIE LIN		STEPHANIE LIN	2011-07-08

Plan Statistics for WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-09-30 4,364,411
Acturial value of plan assets 2022-09-30 4,364,411
Funding target for retired participants and beneficiaries receiving payment 2022-09-30 0
Number of terminated vested participants 2022-09-30 1
Fundng target for terminated vested participants 2022-09-30 464
Active participant vested funding target 2022-09-30 3,985,558
Number of active participants 2022-09-30 2
Total funding liabilities for active participants 2022-09-30 3,985,558
Total participant count 2022-09-30 3
Total funding target for all participants 2022-09-30 3,986,022
Balance at beginning of prior year after applicable adjustments 2022-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-09-30 0
Prefunding balanced used to offset prior years funding requirement 2022-09-30 0
Amount remaining of carryover balance 2022-09-30 0
Amount remaining of prefunding balance 2022-09-30 0
Present value of excess contributions 2022-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-09-30 0
Reductions in caryover balances due to elections or deemed elections 2022-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-09-30 0
Balance of carryovers at beginning of current year 2022-09-30 0
Balance of prefunding at beginning of current year 2022-09-30 0
Total employer contributions 2022-09-30 250,000
Total employee contributions 2022-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-09-30 236,699
Unpaid minimum required contributions for all prior years 2022-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-09-30 0
Remaining amount of unpaid minimum required contributions 2022-09-30 0
Minimum required contributions for current year target normal cost 2022-09-30 12,409
Net shortfall amortization installment of oustanding balance 2022-09-30 0
Waiver amortization installment 2022-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-09-30 0
Carryover balance elected to use to offset funding requirement 2022-09-30 0
Prefunding balance elected to use to offset funding requirement 2022-09-30 0
Additional cash requirement 2022-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2022-09-30 236,699
Unpaid minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for all years 2022-09-30 0
2021: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 1
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 0
Total of all active and inactive participants 2021-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
Market value of plan assets 2021-09-30 4,364,411
Acturial value of plan assets 2021-09-30 4,364,411
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 0
Number of terminated vested participants 2021-09-30 1
Fundng target for terminated vested participants 2021-09-30 480
Active participant vested funding target 2021-09-30 3,963,601
Number of active participants 2021-09-30 2
Total funding liabilities for active participants 2021-09-30 3,963,601
Total participant count 2021-09-30 3
Total funding target for all participants 2021-09-30 3,964,081
Balance at beginning of prior year after applicable adjustments 2021-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Prefunding balanced used to offset prior years funding requirement 2021-09-30 0
Amount remaining of carryover balance 2021-09-30 0
Amount remaining of prefunding balance 2021-09-30 0
Present value of excess contributions 2021-09-30 11,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 11,174
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 0
Reductions in caryover balances due to elections or deemed elections 2021-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 0
Balance of prefunding at beginning of current year 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 0
Liquidity shortfalls end of Q1 2021-09-30 0
Liquidity shortfalls end of Q2 2021-09-30 0
Liquidity shortfalls end of Q3 2021-09-30 0
Liquidity shortfalls end of Q4 2021-09-30 0
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 37,208
Net shortfall amortization installment of oustanding balance 2021-09-30 0
Waiver amortization installment 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 0
Carryover balance elected to use to offset funding requirement 2021-09-30 0
Prefunding balance elected to use to offset funding requirement 2021-09-30 0
Additional cash requirement 2021-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 2
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 1
Total of all active and inactive participants 2020-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
Market value of plan assets 2020-09-30 3,492,235
Acturial value of plan assets 2020-09-30 3,492,235
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 0
Number of terminated vested participants 2020-09-30 1
Fundng target for terminated vested participants 2020-09-30 438
Active participant vested funding target 2020-09-30 3,674,100
Number of active participants 2020-09-30 2
Total funding liabilities for active participants 2020-09-30 3,674,100
Total participant count 2020-09-30 3
Total funding target for all participants 2020-09-30 3,674,538
Balance at beginning of prior year after applicable adjustments 2020-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 0
Amount remaining of prefunding balance 2020-09-30 0
Present value of excess contributions 2020-09-30 47,981
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 47,981
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 0
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 0
Balance of prefunding at beginning of current year 2020-09-30 0
Total employer contributions 2020-09-30 172,909
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 162,676
Liquidity shortfalls end of Q1 2020-09-30 0
Liquidity shortfalls end of Q2 2020-09-30 0
Liquidity shortfalls end of Q3 2020-09-30 0
Liquidity shortfalls end of Q4 2020-09-30 0
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 118,436
Net shortfall amortization installment of oustanding balance 2020-09-30 182,303
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 151,502
Carryover balance elected to use to offset funding requirement 2020-09-30 0
Prefunding balance elected to use to offset funding requirement 2020-09-30 0
Additional cash requirement 2020-09-30 151,502
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 162,676
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0
2019: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 2
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 1
Total of all active and inactive participants 2019-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
Market value of plan assets 2019-09-30 3,276,187
Acturial value of plan assets 2019-09-30 3,276,187
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 0
Number of terminated vested participants 2019-09-30 1
Fundng target for terminated vested participants 2019-09-30 398
Active participant vested funding target 2019-09-30 3,453,282
Number of active participants 2019-09-30 2
Total funding liabilities for active participants 2019-09-30 3,453,282
Total participant count 2019-09-30 3
Total funding target for all participants 2019-09-30 3,453,680
Balance at beginning of prior year after applicable adjustments 2019-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-09-30 0
Prefunding balanced used to offset prior years funding requirement 2019-09-30 0
Amount remaining of carryover balance 2019-09-30 0
Amount remaining of prefunding balance 2019-09-30 0
Present value of excess contributions 2019-09-30 31,543
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 31,543
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-30 0
Reductions in caryover balances due to elections or deemed elections 2019-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-09-30 0
Balance of carryovers at beginning of current year 2019-09-30 0
Balance of prefunding at beginning of current year 2019-09-30 0
Total employer contributions 2019-09-30 189,577
Total employee contributions 2019-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-30 184,867
Unpaid minimum required contributions for all prior years 2019-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-09-30 0
Remaining amount of unpaid minimum required contributions 2019-09-30 0
Minimum required contributions for current year target normal cost 2019-09-30 107,910
Net shortfall amortization installment of oustanding balance 2019-09-30 177,493
Waiver amortization installment 2019-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-09-30 136,886
Carryover balance elected to use to offset funding requirement 2019-09-30 0
Prefunding balance elected to use to offset funding requirement 2019-09-30 0
Additional cash requirement 2019-09-30 136,886
Contributions allocatedtoward minimum required contributions for current year 2019-09-30 184,867
Unpaid minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for all years 2019-09-30 0
2018: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 2
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 1
Total of all active and inactive participants 2018-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
Market value of plan assets 2018-09-30 3,069,045
Acturial value of plan assets 2018-09-30 3,069,045
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 0
Number of terminated vested participants 2018-09-30 1
Fundng target for terminated vested participants 2018-09-30 348
Active participant vested funding target 2018-09-30 3,068,650
Number of active participants 2018-09-30 2
Total funding liabilities for active participants 2018-09-30 3,068,650
Total participant count 2018-09-30 3
Total funding target for all participants 2018-09-30 3,068,998
Balance at beginning of prior year after applicable adjustments 2018-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-09-30 0
Prefunding balanced used to offset prior years funding requirement 2018-09-30 0
Amount remaining of carryover balance 2018-09-30 0
Amount remaining of prefunding balance 2018-09-30 0
Present value of excess contributions 2018-09-30 18,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 18,427
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-09-30 0
Reductions in caryover balances due to elections or deemed elections 2018-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-09-30 0
Balance of carryovers at beginning of current year 2018-09-30 0
Balance of prefunding at beginning of current year 2018-09-30 0
Total employer contributions 2018-09-30 188,052
Total employee contributions 2018-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 182,940
Unpaid minimum required contributions for all prior years 2018-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-09-30 0
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 151,444
Net shortfall amortization installment of oustanding balance 2018-09-30 0
Waiver amortization installment 2018-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 151,397
Carryover balance elected to use to offset funding requirement 2018-09-30 0
Prefunding balance elected to use to offset funding requirement 2018-09-30 0
Additional cash requirement 2018-09-30 151,397
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 182,940
Unpaid minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for all years 2018-09-30 0
2017: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 2
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 1
Total of all active and inactive participants 2017-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
Market value of plan assets 2017-09-30 2,768,420
Acturial value of plan assets 2017-09-30 2,768,420
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 0
Number of terminated vested participants 2017-09-30 1
Fundng target for terminated vested participants 2017-09-30 314
Active participant vested funding target 2017-09-30 2,625,801
Number of active participants 2017-09-30 2
Total funding liabilities for active participants 2017-09-30 2,625,801
Total participant count 2017-09-30 3
Total funding target for all participants 2017-09-30 2,626,115
Balance at beginning of prior year after applicable adjustments 2017-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-30 0
Prefunding balanced used to offset prior years funding requirement 2017-09-30 0
Amount remaining of carryover balance 2017-09-30 0
Amount remaining of prefunding balance 2017-09-30 0
Present value of excess contributions 2017-09-30 88,713
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 88,713
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 0
Reductions in caryover balances due to elections or deemed elections 2017-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 0
Balance of prefunding at beginning of current year 2017-09-30 0
Total employer contributions 2017-09-30 184,795
Total employee contributions 2017-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 180,677
Unpaid minimum required contributions for all prior years 2017-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-30 0
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 304,555
Net shortfall amortization installment of oustanding balance 2017-09-30 0
Waiver amortization installment 2017-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 162,250
Carryover balance elected to use to offset funding requirement 2017-09-30 0
Prefunding balance elected to use to offset funding requirement 2017-09-30 0
Additional cash requirement 2017-09-30 162,250
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 180,677
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0
2016: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 2
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 1
Total of all active and inactive participants 2016-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 2
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 1
Total of all active and inactive participants 2015-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 2
Number of retired or separated participants receiving benefits 2014-10-01 1
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 2
Number of retired or separated participants receiving benefits 2013-10-01 1
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 3
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2009: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 3
Total of all active and inactive participants 2009-10-01 3
Total participants 2009-10-01 3

Measure	Date	Value
2022: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-09-30	4,364,411
Acturial value of plan assets	2022-09-30	4,364,411
Funding target for retired participants and beneficiaries receiving payment	2022-09-30	0
Number of terminated vested participants	2022-09-30	1
Fundng target for terminated vested participants	2022-09-30	464
Active participant vested funding target	2022-09-30	3,985,558
Number of active participants	2022-09-30	2
Total funding liabilities for active participants	2022-09-30	3,985,558
Total participant count	2022-09-30	3
Total funding target for all participants	2022-09-30	3,986,022
Balance at beginning of prior year after applicable adjustments	2022-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-09-30	0
Prefunding balanced used to offset prior years funding requirement	2022-09-30	0
Amount remaining of carryover balance	2022-09-30	0
Amount remaining of prefunding balance	2022-09-30	0
Present value of excess contributions	2022-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-09-30	0
Reductions in caryover balances due to elections or deemed elections	2022-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-09-30	0
Balance of carryovers at beginning of current year	2022-09-30	0
Balance of prefunding at beginning of current year	2022-09-30	0
Total employer contributions	2022-09-30	250,000
Total employee contributions	2022-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-09-30	236,699
Unpaid minimum required contributions for all prior years	2022-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-09-30	0
Remaining amount of unpaid minimum required contributions	2022-09-30	0
Minimum required contributions for current year target normal cost	2022-09-30	12,409
Net shortfall amortization installment of oustanding balance	2022-09-30	0
Waiver amortization installment	2022-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-09-30	0
Carryover balance elected to use to offset funding requirement	2022-09-30	0
Prefunding balance elected to use to offset funding requirement	2022-09-30	0
Additional cash requirement	2022-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2022-09-30	236,699
Unpaid minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for all years	2022-09-30	0
2021: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	1
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	0
Total of all active and inactive participants	2021-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
Market value of plan assets	2021-09-30	4,364,411
Acturial value of plan assets	2021-09-30	4,364,411
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	0
Number of terminated vested participants	2021-09-30	1
Fundng target for terminated vested participants	2021-09-30	480
Active participant vested funding target	2021-09-30	3,963,601
Number of active participants	2021-09-30	2
Total funding liabilities for active participants	2021-09-30	3,963,601
Total participant count	2021-09-30	3
Total funding target for all participants	2021-09-30	3,964,081
Balance at beginning of prior year after applicable adjustments	2021-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Prefunding balanced used to offset prior years funding requirement	2021-09-30	0
Amount remaining of carryover balance	2021-09-30	0
Amount remaining of prefunding balance	2021-09-30	0
Present value of excess contributions	2021-09-30	11,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	11,174
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	0
Reductions in caryover balances due to elections or deemed elections	2021-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	0
Balance of prefunding at beginning of current year	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	0
Liquidity shortfalls end of Q1	2021-09-30	0
Liquidity shortfalls end of Q2	2021-09-30	0
Liquidity shortfalls end of Q3	2021-09-30	0
Liquidity shortfalls end of Q4	2021-09-30	0
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	37,208
Net shortfall amortization installment of oustanding balance	2021-09-30	0
Waiver amortization installment	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	0
Carryover balance elected to use to offset funding requirement	2021-09-30	0
Prefunding balance elected to use to offset funding requirement	2021-09-30	0
Additional cash requirement	2021-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	2
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	1
Total of all active and inactive participants	2020-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
Market value of plan assets	2020-09-30	3,492,235
Acturial value of plan assets	2020-09-30	3,492,235
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	0
Number of terminated vested participants	2020-09-30	1
Fundng target for terminated vested participants	2020-09-30	438
Active participant vested funding target	2020-09-30	3,674,100
Number of active participants	2020-09-30	2
Total funding liabilities for active participants	2020-09-30	3,674,100
Total participant count	2020-09-30	3
Total funding target for all participants	2020-09-30	3,674,538
Balance at beginning of prior year after applicable adjustments	2020-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	0
Amount remaining of prefunding balance	2020-09-30	0
Present value of excess contributions	2020-09-30	47,981
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	47,981
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	0
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	0
Balance of prefunding at beginning of current year	2020-09-30	0
Total employer contributions	2020-09-30	172,909
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	162,676
Liquidity shortfalls end of Q1	2020-09-30	0
Liquidity shortfalls end of Q2	2020-09-30	0
Liquidity shortfalls end of Q3	2020-09-30	0
Liquidity shortfalls end of Q4	2020-09-30	0
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	118,436
Net shortfall amortization installment of oustanding balance	2020-09-30	182,303
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	151,502
Carryover balance elected to use to offset funding requirement	2020-09-30	0
Prefunding balance elected to use to offset funding requirement	2020-09-30	0
Additional cash requirement	2020-09-30	151,502
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	162,676
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0
2019: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	2
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	1
Total of all active and inactive participants	2019-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
Market value of plan assets	2019-09-30	3,276,187
Acturial value of plan assets	2019-09-30	3,276,187
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	0
Number of terminated vested participants	2019-09-30	1
Fundng target for terminated vested participants	2019-09-30	398
Active participant vested funding target	2019-09-30	3,453,282
Number of active participants	2019-09-30	2
Total funding liabilities for active participants	2019-09-30	3,453,282
Total participant count	2019-09-30	3
Total funding target for all participants	2019-09-30	3,453,680
Balance at beginning of prior year after applicable adjustments	2019-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-09-30	0
Prefunding balanced used to offset prior years funding requirement	2019-09-30	0
Amount remaining of carryover balance	2019-09-30	0
Amount remaining of prefunding balance	2019-09-30	0
Present value of excess contributions	2019-09-30	31,543
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	31,543
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	0
Reductions in caryover balances due to elections or deemed elections	2019-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-09-30	0
Balance of carryovers at beginning of current year	2019-09-30	0
Balance of prefunding at beginning of current year	2019-09-30	0
Total employer contributions	2019-09-30	189,577
Total employee contributions	2019-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-30	184,867
Unpaid minimum required contributions for all prior years	2019-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-09-30	0
Remaining amount of unpaid minimum required contributions	2019-09-30	0
Minimum required contributions for current year target normal cost	2019-09-30	107,910
Net shortfall amortization installment of oustanding balance	2019-09-30	177,493
Waiver amortization installment	2019-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	136,886
Carryover balance elected to use to offset funding requirement	2019-09-30	0
Prefunding balance elected to use to offset funding requirement	2019-09-30	0
Additional cash requirement	2019-09-30	136,886
Contributions allocatedtoward minimum required contributions for current year	2019-09-30	184,867
Unpaid minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for all years	2019-09-30	0
2018: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	2
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	1
Total of all active and inactive participants	2018-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
Market value of plan assets	2018-09-30	3,069,045
Acturial value of plan assets	2018-09-30	3,069,045
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	0
Number of terminated vested participants	2018-09-30	1
Fundng target for terminated vested participants	2018-09-30	348
Active participant vested funding target	2018-09-30	3,068,650
Number of active participants	2018-09-30	2
Total funding liabilities for active participants	2018-09-30	3,068,650
Total participant count	2018-09-30	3
Total funding target for all participants	2018-09-30	3,068,998
Balance at beginning of prior year after applicable adjustments	2018-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-09-30	0
Prefunding balanced used to offset prior years funding requirement	2018-09-30	0
Amount remaining of carryover balance	2018-09-30	0
Amount remaining of prefunding balance	2018-09-30	0
Present value of excess contributions	2018-09-30	18,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	18,427
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-09-30	0
Reductions in caryover balances due to elections or deemed elections	2018-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-09-30	0
Balance of carryovers at beginning of current year	2018-09-30	0
Balance of prefunding at beginning of current year	2018-09-30	0
Total employer contributions	2018-09-30	188,052
Total employee contributions	2018-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	182,940
Unpaid minimum required contributions for all prior years	2018-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-09-30	0
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	151,444
Net shortfall amortization installment of oustanding balance	2018-09-30	0
Waiver amortization installment	2018-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	151,397
Carryover balance elected to use to offset funding requirement	2018-09-30	0
Prefunding balance elected to use to offset funding requirement	2018-09-30	0
Additional cash requirement	2018-09-30	151,397
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	182,940
Unpaid minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for all years	2018-09-30	0
2017: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	2
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	1
Total of all active and inactive participants	2017-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
Market value of plan assets	2017-09-30	2,768,420
Acturial value of plan assets	2017-09-30	2,768,420
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	0
Number of terminated vested participants	2017-09-30	1
Fundng target for terminated vested participants	2017-09-30	314
Active participant vested funding target	2017-09-30	2,625,801
Number of active participants	2017-09-30	2
Total funding liabilities for active participants	2017-09-30	2,625,801
Total participant count	2017-09-30	3
Total funding target for all participants	2017-09-30	2,626,115
Balance at beginning of prior year after applicable adjustments	2017-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	0
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	0
Amount remaining of prefunding balance	2017-09-30	0
Present value of excess contributions	2017-09-30	88,713
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	88,713
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	0
Reductions in caryover balances due to elections or deemed elections	2017-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	0
Total employer contributions	2017-09-30	184,795
Total employee contributions	2017-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	180,677
Unpaid minimum required contributions for all prior years	2017-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	304,555
Net shortfall amortization installment of oustanding balance	2017-09-30	0
Waiver amortization installment	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	162,250
Carryover balance elected to use to offset funding requirement	2017-09-30	0
Prefunding balance elected to use to offset funding requirement	2017-09-30	0
Additional cash requirement	2017-09-30	162,250
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	180,677
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0
2016: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	2
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	1
Total of all active and inactive participants	2016-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	2
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	1
Total of all active and inactive participants	2015-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	2
Number of retired or separated participants receiving benefits	2014-10-01	1
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	2
Number of retired or separated participants receiving benefits	2013-10-01	1
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	3
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2009: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	3
Total of all active and inactive participants	2009-10-01	3
Total participants	2009-10-01	3

Financial Data on WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-09-30	$0
Total plan liabilities at beginning of year	2022-09-30	$0
Total income from all sources	2022-09-30	$-876,122
Expenses. Total of all expenses incurred	2022-09-30	$3,237,206
Benefits paid (including direct rollovers)	2022-09-30	$3,217,294
Total plan assets at end of year	2022-09-30	$251,083
Total plan assets at beginning of year	2022-09-30	$4,364,411
Value of fidelity bond covering the plan	2022-09-30	$450,000
Total contributions received or receivable from participants	2022-09-30	$0
Expenses. Other expenses not covered elsewhere	2022-09-30	$0
Contributions received from other sources (not participants or employers)	2022-09-30	$0
Other income received	2022-09-30	$-1,126,122
Noncash contributions received	2022-09-30	$0
Net income (gross income less expenses)	2022-09-30	$-4,113,328
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$251,083
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$4,364,411
Total contributions received or receivable from employer(s)	2022-09-30	$250,000
Value of certain deemed distributions of participant loans	2022-09-30	$0
Value of corrective distributions	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$19,912
2021 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Transfers to/from the plan	2021-09-30	$0
Total plan liabilities at end of year	2021-09-30	$0
Total plan liabilities at beginning of year	2021-09-30	$0
Total income from all sources	2021-09-30	$711,676
Expenses. Total of all expenses incurred	2021-09-30	$12,409
Benefits paid (including direct rollovers)	2021-09-30	$0
Total plan assets at end of year	2021-09-30	$4,364,411
Total plan assets at beginning of year	2021-09-30	$3,665,144
Value of fidelity bond covering the plan	2021-09-30	$450,000
Total contributions received or receivable from participants	2021-09-30	$0
Expenses. Other expenses not covered elsewhere	2021-09-30	$0
Contributions received from other sources (not participants or employers)	2021-09-30	$0
Other income received	2021-09-30	$711,676
Noncash contributions received	2021-09-30	$0
Net income (gross income less expenses)	2021-09-30	$699,267
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$4,364,411
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$3,665,144
Assets. Value of real-estate (other than employer real property)	2021-09-30	$1,050,000
Total contributions received or receivable from employer(s)	2021-09-30	$0
Value of certain deemed distributions of participant loans	2021-09-30	$0
Value of corrective distributions	2021-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$12,409
2020 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Transfers to/from the plan	2020-09-30	$0
Total plan liabilities at end of year	2020-09-30	$0
Total plan liabilities at beginning of year	2020-09-30	$0
Total income from all sources	2020-09-30	$212,890
Expenses. Total of all expenses incurred	2020-09-30	$13,510
Benefits paid (including direct rollovers)	2020-09-30	$0
Total plan assets at end of year	2020-09-30	$3,665,144
Total plan assets at beginning of year	2020-09-30	$3,465,764
Value of fidelity bond covering the plan	2020-09-30	$450,000
Total contributions received or receivable from participants	2020-09-30	$0
Expenses. Other expenses not covered elsewhere	2020-09-30	$13,510
Contributions received from other sources (not participants or employers)	2020-09-30	$0
Other income received	2020-09-30	$39,981
Noncash contributions received	2020-09-30	$0
Net income (gross income less expenses)	2020-09-30	$199,380
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$3,665,144
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$3,465,764
Assets. Value of real-estate (other than employer real property)	2020-09-30	$1,000,000
Total contributions received or receivable from employer(s)	2020-09-30	$172,909
Value of certain deemed distributions of participant loans	2020-09-30	$0
Value of corrective distributions	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$0
2019 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan	2019-09-30	$0
Total plan liabilities at end of year	2019-09-30	$0
Total plan liabilities at beginning of year	2019-09-30	$0
Total income from all sources	2019-09-30	$222,068
Expenses. Total of all expenses incurred	2019-09-30	$13,401
Benefits paid (including direct rollovers)	2019-09-30	$0
Total plan assets at end of year	2019-09-30	$3,465,764
Total plan assets at beginning of year	2019-09-30	$3,257,097
Value of fidelity bond covering the plan	2019-09-30	$450,000
Total contributions received or receivable from participants	2019-09-30	$0
Expenses. Other expenses not covered elsewhere	2019-09-30	$13,401
Contributions received from other sources (not participants or employers)	2019-09-30	$0
Other income received	2019-09-30	$32,491
Noncash contributions received	2019-09-30	$0
Net income (gross income less expenses)	2019-09-30	$208,667
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$3,465,764
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$3,257,097
Assets. Value of real-estate (other than employer real property)	2019-09-30	$1,100,000
Total contributions received or receivable from employer(s)	2019-09-30	$189,577
Value of certain deemed distributions of participant loans	2019-09-30	$0
Value of corrective distributions	2019-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
2018 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan	2017-09-30	$0
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$0
Total income from all sources	2017-09-30	$374,253
Expenses. Total of all expenses incurred	2017-09-30	$12,101
Benefits paid (including direct rollovers)	2017-09-30	$0
Total plan assets at end of year	2017-09-30	$2,953,215
Total plan assets at beginning of year	2017-09-30	$2,591,063
Value of fidelity bond covering the plan	2017-09-30	$800,000
Total contributions received or receivable from participants	2017-09-30	$0
Expenses. Other expenses not covered elsewhere	2017-09-30	$12,101
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$189,458
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$362,152
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$2,953,215
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$2,591,063
Assets. Value of real-estate (other than employer real property)	2017-09-30	$840,000
Total contributions received or receivable from employer(s)	2017-09-30	$184,795
Value of certain deemed distributions of participant loans	2017-09-30	$0
Value of corrective distributions	2017-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$0
2016 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$530,595
Expenses. Total of all expenses incurred	2016-09-30	$10,995
Total plan assets at end of year	2016-09-30	$2,591,063
Total plan assets at beginning of year	2016-09-30	$2,071,463
Value of fidelity bond covering the plan	2016-09-30	$800,000
Total contributions received or receivable from participants	2016-09-30	$0
Expenses. Other expenses not covered elsewhere	2016-09-30	$10,995
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$210,595
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$519,600
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$2,591,063
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$2,071,463
Assets. Value of real-estate (other than employer real property)	2016-09-30	$1,000,000
Total contributions received or receivable from employer(s)	2016-09-30	$320,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$367,731
Expenses. Total of all expenses incurred	2015-09-30	$11,536
Total plan assets at end of year	2015-09-30	$2,071,463
Total plan assets at beginning of year	2015-09-30	$1,715,268
Value of fidelity bond covering the plan	2015-09-30	$800,000
Expenses. Other expenses not covered elsewhere	2015-09-30	$11,536
Other income received	2015-09-30	$47,731
Net income (gross income less expenses)	2015-09-30	$356,195
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$2,071,463
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$1,715,268
Assets. Value of real-estate (other than employer real property)	2015-09-30	$880,000
Total contributions received or receivable from employer(s)	2015-09-30	$320,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$0
2014 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$331,005
Expenses. Total of all expenses incurred	2014-09-30	$13,895
Total plan assets at end of year	2014-09-30	$1,715,268
Total plan assets at beginning of year	2014-09-30	$1,398,158
Value of fidelity bond covering the plan	2014-09-30	$800,000
Other income received	2014-09-30	$11,005
Net income (gross income less expenses)	2014-09-30	$317,110
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$1,715,268
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,398,158
Assets. Value of real-estate (other than employer real property)	2014-09-30	$770,000
Total contributions received or receivable from employer(s)	2014-09-30	$320,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$13,895
2013 : WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$351,794
Expenses. Total of all expenses incurred	2013-09-30	$0
Total plan assets at end of year	2013-09-30	$1,398,158
Total plan assets at beginning of year	2013-09-30	$1,046,364
Value of fidelity bond covering the plan	2013-09-30	$800,000
Other income received	2013-09-30	$45,981
Net income (gross income less expenses)	2013-09-30	$351,794
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,398,158
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,046,364
Assets. Value of real-estate (other than employer real property)	2013-09-30	$774,762
Total contributions received or receivable from employer(s)	2013-09-30	$305,813

Form 5500 Responses for WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN

2021: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2009: WELLCHARTER INTERNATIONAL CORP DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	First time form 5500 has been submitted	Yes
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WELLCHARTER INTERNATIONAL CORP.
Employer identification number (EIN):	954660956
NAIC Classification:	423800

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1997-10-28
Company Identification Number:	C2059427
Legal Registered Office Address:	609 Monterey Pass Rd Monterey Park United States of America (USA) 91754