401k Plan data: STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN plan

STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN
Plan identification number	002

STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN 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
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.
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

STRATEGIC WEALTH PLANNING INC. has sponsored the creation of one or more 401k plans.

Company Name: STRATEGIC WEALTH PLANNING INC.

Employer identification number (EIN): 203741670

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 EDWARD BAYARSKI 2024-08-08 EDWARD BAYARSKI 2024-08-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	EDWARD BAYARSKI	2024-08-08	EDWARD BAYARSKI	2024-08-08

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Company Name:	STRATEGIC WEALTH PLANNING INC.
Employer identification number (EIN):	203741670
NAIC Classification:	523900