401k Plan data: STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN plan

STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN
Plan identification number	001

STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STRATEGIC WEALTH PARTNERS GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: STRATEGIC WEALTH PARTNERS GROUP LLC

Employer identification number (EIN): 472046833

NAIC Classification: 523900

Additional information about STRATEGIC WEALTH PARTNERS GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5613422

More information about STRATEGIC WEALTH PARTNERS GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC WEALTH PARTNERS GROUP, LLC 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 JESSICA PICKENS 2022-10-10
001 2020-01-01 JESSICA PICKENS 2021-09-02
001 2019-01-01 MOIRA FAHEY-ULLRICH 2020-10-09
001 2018-01-01 DAVID COPELAND 2019-06-11 DAVID COPELAND 2019-06-11
001 2017-01-01 DAVID COPELAND 2018-10-11 DAVID COPELAND 2018-10-11
001 2016-01-01 DAVID COPELAND 2017-08-29 DAVID COPELAND 2017-08-29
001 2015-01-01 DAVID COPELAND 2016-09-01
001 2014-01-01 DAVID COPELAND 2015-08-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	JESSICA PICKENS	2022-10-10
001	2020-01-01	JESSICA PICKENS	2021-09-02
001	2019-01-01	MOIRA FAHEY-ULLRICH	2020-10-09
001	2018-01-01	DAVID COPELAND	2019-06-11	DAVID COPELAND	2019-06-11
001	2017-01-01	DAVID COPELAND	2018-10-11	DAVID COPELAND	2018-10-11
001	2016-01-01	DAVID COPELAND	2017-08-29	DAVID COPELAND	2017-08-29
001	2015-01-01	DAVID COPELAND	2016-09-01
001	2014-01-01	DAVID COPELAND	2015-08-04

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Company Name:	STRATEGIC WEALTH PARTNERS GROUP LLC
Employer identification number (EIN):	472046833
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5613422