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STRATEGIC WEALTH MANAGEMENT GROUP, LTD. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameSTRATEGIC WEALTH MANAGEMENT GROUP, LTD. 401(K) SAVINGS PLAN
Plan identification number 001

STRATEGIC WEALTH MANAGEMENT GROUP, LTD. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 MANAGEMENT GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:STRATEGIC WEALTH MANAGEMENT GROUP, LTD.
Employer identification number (EIN):251708167
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC WEALTH MANAGEMENT GROUP, LTD. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RICHARD HURT2023-03-02
0012021-01-01RICHARD HURT2022-06-30
0012020-01-01RICHARD HURT2021-05-14
0012019-01-01RICHARD HURT2020-06-12
0012018-01-01RICHARD HURT2019-07-15
0012017-01-01RICHARD HURT2018-06-29
0012016-01-01RICHARD HURT2017-07-14
0012015-01-01RICHARD HURT2016-07-14
0012014-01-01RICHARD HURT2015-07-07
0012013-01-01RICHARD HURT2014-07-17
0012012-01-01RICHARD HURT2013-07-25
0012011-01-01RICHARD HURT2012-07-27 RICHARD HURT2012-07-27
0012010-01-01RICHARD HURT2011-07-28

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