401k Plan data: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST plan

PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST
Plan identification number	001

PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

PREMIER WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: PREMIER WEALTH MANAGEMENT

Employer identification number (EIN): 201302530

NAIC Classification: 523900

Additional information about PREMIER WEALTH MANAGEMENT

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2655872

More information about PREMIER WEALTH MANAGEMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JOSHUA KOEHNEN 2019-04-22 JOSHUA KOEHNEN 2019-04-22
001 2017-01-01 JOSHUA KOEHNEN 2018-06-04 JOSHUA KOEHNEN 2018-06-04
001 2016-01-01 JOSH KOEHNEN 2017-06-27 JOSH KOEHNEN 2017-06-27
001 2015-01-01 JOSH KOEHNEN 2016-08-19 JOSH KOEHNEN 2016-08-19
001 2014-01-01 JOSH KOEHNEN 2015-04-13 JOSH KOEHNEN 2015-04-13
001 2013-01-01 JOSH KOEHNEN 2014-05-29 JOSH KOEHNEN 2014-05-29
001 2012-01-01 JOSH KOEHNEN JOSH KOEHNEN 2013-04-18
001 2011-01-01 JOSH KOEHNEN JOSH KOEHNEN 2012-02-14
001 2010-01-01 JOSH KOEHNEN JOSH KOEHNEN 2011-06-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	JOSHUA KOEHNEN	2019-04-22	JOSHUA KOEHNEN	2019-04-22
001	2017-01-01	JOSHUA KOEHNEN	2018-06-04	JOSHUA KOEHNEN	2018-06-04
001	2016-01-01	JOSH KOEHNEN	2017-06-27	JOSH KOEHNEN	2017-06-27
001	2015-01-01	JOSH KOEHNEN	2016-08-19	JOSH KOEHNEN	2016-08-19
001	2014-01-01	JOSH KOEHNEN	2015-04-13	JOSH KOEHNEN	2015-04-13
001	2013-01-01	JOSH KOEHNEN	2014-05-29	JOSH KOEHNEN	2014-05-29
001	2012-01-01	JOSH KOEHNEN		JOSH KOEHNEN	2013-04-18
001	2011-01-01	JOSH KOEHNEN		JOSH KOEHNEN	2012-02-14
001	2010-01-01	JOSH KOEHNEN		JOSH KOEHNEN	2011-06-20

Plan Statistics for PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2012: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2012 : PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$91,270
Expenses. Total of all expenses incurred	2012-12-31	$233
Total plan assets at end of year	2012-12-31	$462,275
Total plan assets at beginning of year	2012-12-31	$371,238
Total contributions received or receivable from participants	2012-12-31	$17,000
Other income received	2012-12-31	$64,270
Net income (gross income less expenses)	2012-12-31	$91,037
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$462,275
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$371,238
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$233
2011 : PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-5,354
Expenses. Total of all expenses incurred	2011-12-31	$215
Total plan assets at end of year	2011-12-31	$371,238
Total plan assets at beginning of year	2011-12-31	$376,807
Total contributions received or receivable from participants	2011-12-31	$16,500
Other income received	2011-12-31	$-28,304
Net income (gross income less expenses)	2011-12-31	$-5,569
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$371,238
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$376,807
Total contributions received or receivable from employer(s)	2011-12-31	$6,450
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$215
2010 : PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$71,436
Expenses. Total of all expenses incurred	2010-12-31	$226
Total plan assets at end of year	2010-12-31	$376,807
Total plan assets at beginning of year	2010-12-31	$305,597
Total contributions received or receivable from participants	2010-12-31	$16,500
Other income received	2010-12-31	$52,273
Net income (gross income less expenses)	2010-12-31	$71,210
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$376,807
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$305,597
Total contributions received or receivable from employer(s)	2010-12-31	$2,663
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$226

Form 5500 Responses for PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST

2012: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PREMIER WEALTH MANAGEMENT 401(K)PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PREMIER WEALTH MANAGEMENT
Employer identification number (EIN):	201302530
NAIC Classification:	523900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2655872