401k Plan data: SEVEN SPRINGS WEALTH GROUP, LLC 401(K) PLAN plan

SEVEN SPRINGS WEALTH GROUP, LLC 401(K) PLAN 401k Plan overview

Plan Name	SEVEN SPRINGS WEALTH GROUP, LLC 401(K) PLAN
Plan identification number	001

SEVEN SPRINGS WEALTH GROUP, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SEVEN SPRINGS WEALTH GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: SEVEN SPRINGS WEALTH GROUP, LLC

Employer identification number (EIN): 020694132

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEVEN SPRINGS WEALTH GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JEREMY HUTZEL 2024-02-14
001 2022-01-01 JEREMY HUTZEL 2023-04-21
001 2021-01-01 JEREMY HUTZEL 2022-03-29
001 2016-01-01 JEREMY HUTZEL 2017-06-07
001 2015-01-01 AMY CHUBBS 2016-04-22
001 2014-01-01 AMY CHUBBS 2015-05-01
001 2013-01-01 AMY CHUBBS 2014-07-01
001 2012-01-01 AMY CHUBBS 2013-05-02
001 2011-01-01 AMY SAILER 2012-02-22
001 2010-01-01 AMY SAILER 2011-03-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JEREMY HUTZEL	2024-02-14
001	2022-01-01	JEREMY HUTZEL	2023-04-21
001	2021-01-01	JEREMY HUTZEL	2022-03-29
001	2016-01-01	JEREMY HUTZEL	2017-06-07
001	2015-01-01	AMY CHUBBS	2016-04-22
001	2014-01-01	AMY CHUBBS	2015-05-01
001	2013-01-01	AMY CHUBBS	2014-07-01
001	2012-01-01	AMY CHUBBS	2013-05-02
001	2011-01-01	AMY SAILER	2012-02-22
001	2010-01-01	AMY SAILER	2011-03-22

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Company Name:	SEVEN SPRINGS WEALTH GROUP, LLC
Employer identification number (EIN):	020694132
NAIC Classification:	523900