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BILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN
Plan identification number 003

BILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN 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
  • 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.
  • 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

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

Company Name:BILL SPALDING WEALTH MANAGEMENT, INC.
Employer identification number (EIN):582282108
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILL SPALDING WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01STEPHANIE SPALDING2024-05-10 STEPHANIE SPALDING2024-05-10
0032022-01-01STEPHANIE SPALDING2023-08-27 STEPHANIE SPALDING2023-08-27
0032021-01-01STEPHANIE SPALDING2022-06-21 STEPHANIE SPALDING2022-06-21
0032020-01-01STEPHANIE SPALDING2021-07-09 STEPHANIE SPALDING2021-07-09
0032019-01-01STEPHANIE SPALDING2020-06-11 STEPHANIE SPALDING2020-06-11
0032018-01-01STEPHANIE SPALDING2019-06-18 STEPHANIE SPALDING2019-06-18
0032017-01-01STEPHANIE SPALDING2018-06-25 STEPHANIE SPALDING2018-06-25
0032016-01-01STEPHANIE SPALDING2017-07-12 STEPHANIE SPALDING2017-07-12
0032015-01-01STEPHANIE SPALDING2016-02-10 STEPHANIE SPALDING2016-02-10
0032014-01-01STEPHANIE SPALDING2015-06-02 STEPHANIE SPALDING2015-06-02
0032013-01-01STEPHANIE SPALDING2014-05-08 STEPHANIE SPALDING2014-05-08
0032012-01-01STEPHANIE SPALDING2013-06-17 STEPHANIE SPALDING2013-06-17
0032011-01-01STEPHANIE SPALDING2012-07-16 STEPHANIE SPALDING2012-07-16
0032010-01-01STEPHANIE SPALDING2011-09-26 STEPHANIE SPALDING2011-09-26

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