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PREMIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING 401k Plan overview

Plan NamePREMIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING
Plan identification number 001

PREMIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:PREMIER WEALTH MANAGEMENT, INC.
Employer identification number (EIN):251866573
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRACI SHUGHART2024-10-02 TRACI SHUGHART2024-10-02
0012022-01-01TRACI SHUGHART2023-07-16 TRACI SHUGHART2023-07-16
0012021-01-01TRACI SHUGHART2022-07-19 TRACI SHUGHART2022-07-19
0012020-01-01TRACI SHUGHART2021-07-22 TRACI SHUGHART2021-07-22
0012019-01-01ROBERT PUGLIESE2020-07-27 ROBERT PUGLIESE2020-07-27
0012018-01-01ROBERT PUGLIESE2019-07-22 ROBERT PUGLIESE2019-07-22
0012017-01-01ROBERT PUGLIESE2018-08-20 ROBERT PUGLIESE2018-08-20
0012016-01-01ROBERT PUGLIESE2017-07-19 ROBERT PUGLIESE2017-07-19
0012015-01-01ROBERT PUGLIESE2016-07-13 ROBERT PUGLIESE2016-07-13
0012014-01-01ROBERT PUGLIESE2015-07-20 ROBERT PUGLIESE2015-07-20
0012013-01-01ROBERT PUGLIESE2014-06-04 ROBERT PUGLIESE2014-06-04
0012012-01-01ROBERT A. PUGLIESE2013-07-11 ROBERT A. PUGLIESE2013-07-11
0012011-01-01ROBERT A. PUGLIESE2012-06-20
0012010-01-01ROBERT A. PUGLIESE2011-07-07

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