STRATEGIC WEALTH PARTNERS SOCA BENEFIT PLAN 401k Plan overview

STRATEGIC WEALTH PARTNERS SOCA BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	STRATEGIC WEALTH PARTNERS, LTD.
Employer identification number (EIN):	262328809
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
501	2023-01-01	MATT APPENZELLER	2024-07-30
501	2022-01-01	MATT APPENZELLER	2023-07-31
501	2021-01-01	MATT APPENZELLER	2022-08-01

Potentially related plans

• STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN [EIN = 861009023]
• STRATEGIC WEALTH MANAGEMENT GROUP, LLC RETIREMENT [EIN = 522295943]
• STRATEGIC WEALTH MANAGEMENT GROUP, LLC RETIREMENT SAVINGS PLAN [EIN = 201032629]
• STRATEGIC WEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN [EIN = 331161186]
• STRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN [EIN = 911510392]
• STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN [EIN = 472046833]
• STRATEGIC WEALTH MANAGEMENT GROUP, LTD. 401(K) SAVINGS PLAN [EIN = 251708167]
• STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN [EIN = 331027701]
• STRATEGIC WEALTH PARTNERS, LLC 401(K) & PROFIT SHARING PLAN [EIN = 331200423]
• STRATEGIC WEALTH ADVISORS LLC MONEY PURCHASE PENSION PLAN [EIN = 861009023]
• STRATEGIC WEALTH ENDEAVOR INC 401K PLAN [EIN = 830759959]
• STRATEGIC WEALTH MANAGEMENT CASH BALANCE PLAN [EIN = 331161186]
• STRATEGIC WEALTH MANAGEMENT 401K PROFIT SHARING PLAN [EIN = 752860679]
• STRATEGIC WEALTH PARTNERS PLLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 823175764]
• STRATEGIC WEALTH CAPITAL RETIREMENT PLAN [EIN = 842799005]
• STRATEGIC WEALTH PLANNING INC DEFINED BENEFIT PENSION PLAN [EIN = 203741670]
• STRATEGIC WEALTH ADVISORS, LLC CASH BALANCE PLAN [EIN = 861009023]
• STRATEGIC WEALTH ADVISORS LLC 401K [EIN = 861463680]
• STRATEGIC WEALTH GROUP 401(K) PLAN [EIN = 463476815]
• STRATEGIC WEALTH MANAGEMENT 401(K) PLAN [EIN = 872484434]
• STRATEGIC WEALTH INC 401(K) PLAN [EIN = 463903895]
• STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN [EIN = 203741670]
• STRATEGIC WEALTH DESIGN 401K [EIN = 814518440]
• STRATEGIC WEALTH ALLIANCE GROUP 401(K) PLAN [EIN = 831935092]

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