401k Plan data: PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN plan

PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

PACIFIC WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: PACIFIC WEALTH MANAGEMENT, LLC

Employer identification number (EIN): 330910852

NAIC Classification: 523900

Additional information about PACIFIC WEALTH MANAGEMENT, LLC

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 2003-07-11

Company Identification Number: 20031104223

More information about PACIFIC WEALTH MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MELANIE BLAKNEY 2024-07-10
001 2022-01-01 MELANIE BLAKNEY 2023-07-17
001 2021-01-01 MELANIE BLAKNEY 2022-09-20
001 2020-01-01 MELANIE BLAKNEY 2021-08-25
001 2019-01-01 MELANIE BLAKNEY 2020-08-06
001 2016-01-01 ROMY BROWN 2017-07-13
001 2015-01-01 MARK HILL 2016-07-11
001 2014-01-01 MARK HILL 2015-06-10
001 2013-01-01 MARK HILL 2014-05-29
001 2012-01-01 MARK HILL 2013-06-17
001 2011-01-01 MARK HILL 2012-04-20
001 2010-01-01 MARK HILL 2011-04-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MELANIE BLAKNEY	2024-07-10
001	2022-01-01	MELANIE BLAKNEY	2023-07-17
001	2021-01-01	MELANIE BLAKNEY	2022-09-20
001	2020-01-01	MELANIE BLAKNEY	2021-08-25
001	2019-01-01	MELANIE BLAKNEY	2020-08-06
001	2016-01-01	ROMY BROWN	2017-07-13
001	2015-01-01	MARK HILL	2016-07-11
001	2014-01-01	MARK HILL	2015-06-10
001	2013-01-01	MARK HILL	2014-05-29
001	2012-01-01	MARK HILL	2013-06-17
001	2011-01-01	MARK HILL	2012-04-20
001	2010-01-01	MARK HILL	2011-04-28

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Company Name:	PACIFIC WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	330910852
NAIC Classification:	523900

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	2003-07-11
Company Identification Number:	20031104223