401k Plan data: ETF ADVISOR K MEP PLAN plan

ETF ADVISOR K MEP PLAN 401k Plan overview

Plan Name	ETF ADVISOR K MEP PLAN
Plan identification number	001

ETF ADVISOR K MEP 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.
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.
Plan covering Self-Employed individuals.
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

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

Company Name: APFS WEALTH MANAGEMENT INC.

Employer identification number (EIN): 452656077

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBERT BARTOLOTTA 2024-06-13
001 2022-01-01 SHIRLEY HORNER 2023-08-29
001 2021-01-01 PLAN SPONSOR 2022-07-12
001 2020-01-01 PLAN SPONSOR 2021-07-21
001 2019-01-01 PLAN SPONSOR 2020-07-17
001 2018-08-15 MELISSA STROYER 2019-10-10
001 2014-01-01 LYNNE MCAULEY
001 2013-01-01 LYNNE MCAULEY
001 2012-01-01 ROBERT BARTOLOTTA ROBERT BARTOLOTTA 2013-05-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ROBERT BARTOLOTTA	2024-06-13
001	2022-01-01	SHIRLEY HORNER	2023-08-29
001	2021-01-01	PLAN SPONSOR	2022-07-12
001	2020-01-01	PLAN SPONSOR	2021-07-21
001	2019-01-01	PLAN SPONSOR	2020-07-17
001	2018-08-15	MELISSA STROYER	2019-10-10
001	2014-01-01	LYNNE MCAULEY
001	2013-01-01	LYNNE MCAULEY
001	2012-01-01	ROBERT BARTOLOTTA		ROBERT BARTOLOTTA	2013-05-29

Plan Statistics for ETF ADVISOR K MEP PLAN

401k plan membership statisitcs for ETF ADVISOR K MEP PLAN

Measure Date Value
2014: ETF ADVISOR K MEP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 23
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ETF ADVISOR K MEP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ETF ADVISOR K MEP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: ETF ADVISOR K MEP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	23
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ETF ADVISOR K MEP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ETF ADVISOR K MEP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on ETF ADVISOR K MEP PLAN

Measure	Date	Value
2014 : ETF ADVISOR K MEP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$108,649
Expenses. Total of all expenses incurred	2014-12-31	$1,905
Total plan assets at end of year	2014-12-31	$344,550
Total plan assets at beginning of year	2014-12-31	$237,806
Value of fidelity bond covering the plan	2014-12-31	$23,781
Total contributions received or receivable from participants	2014-12-31	$75,954
Other income received	2014-12-31	$3,730
Net income (gross income less expenses)	2014-12-31	$106,744
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$344,550
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$237,806
Assets. Value of participant loans	2014-12-31	$55,375
Total contributions received or receivable from employer(s)	2014-12-31	$28,965
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,905
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ETF ADVISOR K MEP PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$90,603
Total income from all sources	2013-12-31	$82,700
Expenses. Total of all expenses incurred	2013-12-31	$759
Benefits paid (including direct rollovers)	2013-12-31	$329
Total plan assets at end of year	2013-12-31	$237,806
Total plan assets at beginning of year	2013-12-31	$65,262
Value of fidelity bond covering the plan	2013-12-31	$30,000
Total contributions received or receivable from participants	2013-12-31	$39,755
Other income received	2013-12-31	$20,609
Net income (gross income less expenses)	2013-12-31	$81,941
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$237,806
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$65,262
Assets. Value of participant loans	2013-12-31	$50,546
Total contributions received or receivable from employer(s)	2013-12-31	$22,336
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ETF ADVISOR K MEP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$66,703
Expenses. Total of all expenses incurred	2012-12-31	$1,441
Benefits paid (including direct rollovers)	2012-12-31	$1,142
Total plan assets at end of year	2012-12-31	$65,262
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$24,963
Contributions received from other sources (not participants or employers)	2012-12-31	$25,923
Other income received	2012-12-31	$6,078
Net income (gross income less expenses)	2012-12-31	$65,262
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$65,262
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$3,017
Total contributions received or receivable from employer(s)	2012-12-31	$9,739
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$299

Form 5500 Responses for ETF ADVISOR K MEP PLAN

2014: ETF ADVISOR K MEP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ETF ADVISOR K MEP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ETF ADVISOR K MEP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	APFS WEALTH MANAGEMENT INC.
Employer identification number (EIN):	452656077
NAIC Classification:	523900