THE INSTITUTE FOR WEALTH MANAGEMENT 401(K) PLAN 401k Plan overview

THE INSTITUTE FOR WEALTH MANAGEMENT 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	THE INSTITUTE FOR WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	200013572
NAIC Classification:	523900

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHARLES DURKOT, E.A.	2024-07-25	CHARLES DURKOT, E.A.	2024-07-25
001	2022-01-01	ROCHELLE WILLIAMSON, QKA	2023-07-21	ROCHELLE WILLIAMSON, QKA	2023-07-21
001	2021-01-01	CHARLES DURKOT, E.A.	2022-07-21	CHARLES DURKOT, E.A.	2022-07-21
001	2020-01-01	CHARLES DURKOT, E.A.	2021-07-23	CHARLES DURKOT, E.A.	2021-07-23
001	2019-01-01	CHARLES DURKOT, E.A.	2020-05-19	CHARLES DURKOT, E.A.	2020-05-19
001	2018-01-01	CHARLES DURKOT, E.A.	2019-10-10	CHARLES DURKOT, E.A.	2019-10-10
001	2017-01-01	MARTIN EVANS, ERPA	2018-10-11	MARTIN EVANS, ERPA	2018-10-11
001	2016-01-01	MARTIN EVANS, ERPA	2017-05-19	MARTIN EVANS, ERPA	2017-05-19
001	2015-01-01	MARTIN EVANS, ERPA	2016-08-01	MARTIN EVANS, ERPA	2016-08-01
001	2014-01-01	MARTIN EVANS, ERPA	2015-07-21	MARTIN EVANS, ERPA	2015-07-21
001	2013-01-01	MARTIN EVANS, ERPA	2014-07-22	MARTIN EVANS, ERPA	2014-07-22
001	2012-01-01	CHARLES DURKOT, EA	2013-07-23	CHARLES DURKOT, EA	2013-07-23

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