SAN DIEGO TAX AND WEALTH MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

SAN DIEGO TAX AND WEALTH MANAGEMENT, INC. 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	SAN DIEGO TAX AND WEALTH MANAGEM
Employer identification number (EIN):	760768850
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRIAN DAWIDOWICZ	2024-07-29
001	2022-01-01	BRIAN DAWIDOWICZ	2023-07-27
001	2021-01-01	BRIAN DAWIDOWICZ	2022-07-27
001	2020-01-01	BRIAN DAWIDOWICZ	2021-07-30
001	2019-01-01	BRIAN DAWIDOWICZ	2020-06-29
001	2018-01-01	BRIAN DAWIDOWICZ	2019-03-21
001	2017-01-01	BRIAN DAWIDOWICZ	2018-05-18
001	2013-01-01	BERNARD M HOYT	2013-08-30	BERNARD M. HOYT	2013-08-30
001	2012-01-01	MARILYN RUTLAND	2013-06-06
001	2011-01-01	BERNARD HOYT	2012-07-18
001	2009-01-01	BERNARD HOYT

Plan Statistics for SAN DIEGO TAX AND WEALTH MANAGEMENT, INC. 401(K) PLAN

Measure	Date	Value
2009: SAN DIEGO TAX AND WEALTH MANAGEMENT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAN DIEGO TAX AND WEALTH MANAGEMENT, INC. 401(K) PLAN

Form 5500 Responses for SAN DIEGO TAX AND WEALTH MANAGEMENT, INC. 401(K) PLAN

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• SAN DIEGO OUTDOOR ADVERTISING, INC. 401K PLAN [EIN = 952634385]
• SAN DIEGO GOLD EXCHANGE, INC 401(K) SAVINGS PLAN [EIN = 264180642]
• SAN DIEGO GULLS HOCKEY CLUB 401(K) SAVINGS PLAN [EIN = 900937407]
• SAN DIEGO ALLERGY,ASTHMA & IMMUNOLOGY CONSULTANTS, INC 401 [EIN = 462993937]
• SAN DIEGO HEALTH CONNECT EMPLOYEES SAVINGS TRUST [EIN = 460550661]
• SAN DIEGO GENERAL INSURANCE 401(K) [EIN = 264789945]
• SAN DIEGO HUNGER COALITION RETIREMENT SAVINGS [EIN = 300507718]
• SAN DIEGO CENTER FOR SPINAL DISORDERS 401(K) PLAN [EIN = 330565726]
• SAN DIEGO CASH REGISTER 401(K) PLAN [EIN = 330071858]
• SAN DIEGO ORTHOPAEDIC ASSOCIAT 401 K PROFIT SHARING PLAN TRUST [EIN = 952889938]
• SAN DIEGO MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN FOR AWARD MORTGAGE [EIN = 300821532]
• SAN DIEGO NORTH ENDODONTICS [EIN = 330975517]
• SAN DIEGO PRECISION MACHINING 401(K) PLAN [EIN = 952677951]
• SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION WELFARE BENEFIT PLAN [EIN = 952040874]
• SAN DIEGO GOLF ACADEMY 401(K) PROFIT SHARING PLAN & TRUST [EIN = 953609840]
• SAN DIEGO DIGESTIVE DISEASE CONSULTANTS, INC. - A MEDICAL GROUP 401(K) PLAN [EIN = 330213846]
• SAN DIEGO IMPORTING CO. PROFIT SHARING PLAN [EIN = 336209273]
• SAN DIEGO NEUROLOGICAL DISORDERS SP PROFIT SHARING PLAN [EIN = 330782258]
• SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE FUND [EIN = 956601791]
• SAN DIEGO ELECTRICAL HEALTH AND WELFARE PLAN [EIN = 956035916]
• SAN DIEGO SATURN RETAILERS INC 401K PLAN [EIN = 330429552]
• SAN DIEGO IMAGING MANAGEMENT, INC. WELFARE BENEFIT PLAN [EIN = 261598383]
• SAN DIEGO TRANSIT MANAGEMENT EMPLOYEE GROUP MEDICAL DENTAL AND VISION BENEFIT TRUST PLAN [EIN = 952481158]
• SAN DIEGO WATERLESS WASHERS RETIREMENT PLAN [EIN = 264107635]
• SAN DIEGO HOSPICE EMPLOYEE BENEFITS PLAN [EIN = 953125765]
• SAN DIEGO THEATRES, INC. 401(K) PLAN [EIN = 141886373]
• SAN DIEGO COUNTRY ESTATES ASSOCIATION EMPLOYEE SAVINGS AND PROTECTION PLAN [EIN = 237292248]
• SAN DIEGO ELECTRICAL ANNUITY PLAN [EIN = 336162626]
• SAN DIEGO UNITE - HERE HEALTH FUND [EIN = 951708883]
• SAN DIEGO SYMPHONY ORCHESTRA MUSICIANS' PENSION PLAN [EIN = 953661574]
• SAN DIEGO COUNTY CONSTRUCTION LABORERS' PENSION TRUST FUND [EIN = 956090541]
• SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. WELFARE BENEFIT PLAN [EIN = 952669833]
• SAN DIEGO PADRES MINOR LEAGUE PLAYERS 401(K) PLAN [EIN = 330644351]
• SAN DIEGO BATH TILE INC 401 K PROFIT SHARING PLAN TRUST [EIN = 820723122]
• SAN DIEGO AVINOVATION INC 401 K PROFIT SHARING PLAN TRUST [EIN = 474297913]
• SAN DIEGO MECHANICAL ENERGY 401(K) [EIN = 471038872]
• SAN DIEGO PERIODONTICS & IMPLANT DENTISTRY 401(K) PLAN [EIN = 812476790]
• SAN DIEGO BLOOD BANK HEALTH CARE PLAN AND CAFETERIA PLAN [EIN = 951696732]
• SAN DIEGO COUNTY THEATRICAL PENSION PLAN [EIN = 956336895]
• SAN DIEGO COUNTY CEMENT MASONS' GROUP INSURANCE TRUST [EIN = 956064494]
• SAN DIEGO COUNTY THEATRICAL TRAINING FUND [EIN = 562602461]
• SAN DIEGO FAMILY CARE EMPLOYEE BENEFITS PLAN [EIN = 952700856]
• SAN DIEGO ROOFERS TRUST [EIN = 956052184]
• SAN DIEGO & IMPERIAL COUNTIES BUTCHERS AND FOOD EMPLOYERS PENSION TRUST FUND [EIN = 956047748]
• SAN DIEGO-IMPERIAL COUNTIES DEVELOPMENT SERVICES, INC. FLEXIBLE BENEFITS PLAN [EIN = 953735517]
• SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING [EIN = 952889938]
• SAN DIEGO HOSPICE FLEXIBLE BENEFITS PLAN [EIN = 953125765]
• SAN DIEGO BUSINESS SOLUTIONS, INC. 401K PROFIT SHARING PLAN [EIN = 030462801]
• SAN DIEGO COUNTY CEMENT MASONS' APPRENTICESHIP AND TRAINING TRUST FUND [EIN = 237231576]
• SAN DIEGO GAS & ELECTRIC COMPANY LONG TERM DISABILITY PLAN [EIN = 951184800]
• SAN DIEGO CORNERSTONE MORTGAGE CORPORATION [EIN = 330622792]
• SAN DIEGO CONVENTION CENTER BTA & VOL. LIFE PLANS [EIN = 330107636]
• SAN DIEGO PERSONNEL DBA GOOD PEOPLE HEALTH & WELFARE PLAN [EIN = 330629631]
• SAN DIEGO READER 401(K) PLAN [EIN = 330070999]
• SAN DIEGO ASSOCIATES IN FAMILY MEDICINE 401(K) PLAN [EIN = 330940604]
• SAN DIEGO BAY ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN [EIN = 272431546]
• SAN DIEGO GUNS LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 474807117]
• SAN DIEGO DENTAL PERSONNEL SERVICE, LLC PROFIT SHARING PLAN [EIN = 822079128]
• SAN DIEGO RAIN GUTTERS, INC. 401(K) RETIREMENT SAVINGS PLAN [EIN = 330722457]
• SAN DIEGO INTERNATIONAL SPORTS COUNCIL INCENTIVE SAVINGS PLAN [EIN = 952134802]
• SAN DIEGO APARTMENTS.COM, INC. PROFIT SHARING PLAN [EIN = 330786486]
• SAN DIEGO MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN FOR SQUARE ONE DEVELOPMENT [EIN = 330111561]
• SAN DIEGO AUTO CREDIT [EIN = 330450520]
• SAN DIEGO MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN FOR FIRSTIER GENERAL INSURANCE AGENC [EIN = 770653443]
• SAN DIEGO DANCE CENTRE INC. 401K PROFIT SHARING PLAN & TRUST [EIN = 264068314]
• SAN DIEGO REALTY INC 401 K PROFIT SHARING PLAN TRUST [EIN = 383672664]
• SAN DIEGO COUNTY TEAMSTERS VACATION/HOLIDAY TRUST [EIN = 956098909]
• SAN DIEGO PARADISE POINT HEALTH & WELFARE BENEFITS PLAN [EIN = 911873321]
• SAN DIEGO MUSEUM OF MAN RETIREMENT PLAN [EIN = 951709290]
• SAN DIEGO HABITAT FOR HUMANITY [EIN = 330259190]
• SAN DIEGO PERSONNEL & EMPLOYMENT SERVICES, INC. HEALTH AND WELFARE PLAN [EIN = 330629631]
• SAN DIEGO TAX & ACCOUNTING CENTER 401(K) PLAN [EIN = 263873675]
• SAN DIEGO FIRST ASSEMBLY RETIR 401 K PROFIT SHARING PLAN TRUST [EIN = 953409647]
• SAN DIEGO COMPASSIONATE CAREGI 401 K PROFIT SHARING PLAN TRUST [EIN = 452813650]
• SAN DIEGO BOOTS INC 401 K PROFIT SHARING PLAN TRUST [EIN = 204959687]
• SAN DIEGO COMPOUNDING PHARMACY 401(K) PROFIT SHARING PLAN [EIN = 201701972]
• SAN DIEGO MIDWIFE INC 401 K PROFIT SHARING PLAN TRUST [EIN = 208387560]
• SAN DIEGO FENCE COMPANY 401(K) PLAN [EIN = 474232610]
• SAN DIEGO HEART RHYTHM CENTER 401(K) PLAN [EIN = 462398471]
• SAN DIEGO HEART RHYTHM CENTER DEFINED BENEFIT PLAN [EIN = 462398471]
• SAN DIEGO RETINA ASSOCIATES CASH BALANCE PLAN & TRUST [EIN = 330885407]
• SAN DIEGO PODIATRY GROUP PROFIT SHARING PLAN [EIN = 814766889]
• SAN DIEGO SPORTS MEDICINE & OR 401(K) PROFIT SHARING PLAN & TRUST [EIN = 822197941]
• SAN DIEGO ART INSTITUTE 401 K PROFIT SHARING PLAN TRUST [EIN = 951816068]
• SAN DIEGO MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN [EIN = 330688141]
• SAN DIEGO PUBLIC LIBRARY 401(K) [EIN = 330959608]
• SAN DIEGO WEALTH MANAGEMENT, LLC PROFIT SHARING 401(K) PLAN [EIN = 226231631]
• SAN DIEGO REALTY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 330881288]
• SAN DIEGO ACNE SOLUTIONS, INC 401(K) PROFIT SHARING PLAN [EIN = 830598694]
• SAN DIEGO VETERINARY CARDIOLOGY CASH BALANCE PLAN [EIN = 270160292]
• SAN DIEGO CARDIOVASCULAR AND THORACIC SURGEONS, INC. CASH BALANCE PLAN [EIN = 200032224]
• SAN DIEGO ATHENA INC 401K PLAN [EIN = 261656541]
• SAN DIEGO WINE CONNECTION CO. 401(K) PLAN [EIN = 833693205]
• SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. CASH BALANCE PLAN [EIN = 330100747]
• SAN DIEGO FARMS, LLC HEALTH & WELFARE BENEFITS PLAN [EIN = 824998038]
• SAN DIEGO CHILDREN'S DISCOVERY MUSEUM 401(K) PLAN [EIN = 330912735]
• SAN DIEGO EYELID SPECIALISTS INC. DEFINED BENEFIT PLAN [EIN = 811096206]
• SAN DIEGO EYELID SPECIALISTS INC. 401(K) PROFIT SHARING PLAN [EIN = 811096206]
• SAN DIEGO SLIDERS INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 901255266]
• SAN DIEGO DREAM BUILDERS 401(K) PROFIT SHARING PLAN & TRUST [EIN = 861882202]
• SAN DIEGO S FINEST CITY RENTAL 401(K) PROFIT SHARING PLAN & TRUST [EIN = 844003516]
• SAN DIEGO GYMNASTICS 401(K) PROFIT SHARING PLAN [EIN = 455300298]
• SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN [EIN = 330061064]
• SAN DIEGO CONTINUING EDUCATION FOUNDATION 401(K) PLAN [EIN = 263305140]
• SAN DIEGO PRIDE 403(B) RETIREMENT PLAN [EIN = 330619449]
• SAN DIEGO STAIRS & STRUCTURAL STEEL 401K PROFIT SHARING PLAN T [EIN = 812813122]
• SAN DIEGO ELITE TEAM INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 822990871]
• SAN DIEGO POWER, LLC 401(K) PLAN [EIN = 812622418]
• SAN DIEGO WEALTH MANAGEMENT, LLC PROFIT SHARING 401(K) PLAN [EIN = 274603634]
• SAN DIEGO OCCUPATIONAL THERAPY 401(K) PLAN [EIN = 455218947]
• SAN DIEGO TAX & FINANCIAL ASSOCIATES 401(K) PLAN [EIN = 461286072]
• SAN DIEGO GLASS, INC. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 611955432]
• SAN DIEGO GENERAL CONTRACTING INC - 401(K) [EIN = 465011912]
• SAN DIEGO CELLARS WINERY GROUP 401(K) PLAN [EIN = 461429517]
• SAN DIEGO COOPERATIVE PRESCHOOL 403(B) PLAN [EIN = 461740672]
• SAN DIEGO RESTAURANT CORPORATION 401(K) PLAN [EIN = 454636380]
• SAN DIEGO UPTOWN PEDIATRICS MEDICAL GROUP 401K PROFIT SHARING PLAN [EIN = 833525724]
• SAN DIEGO VACATION RENTALS 401(K) PLAN [EIN = 953684041]
• SAN DIEGO POLICE EQUIPMENT CO. INC 401(K) [EIN = 330713803]
• SAN DIEGO HUMAN RESOURCES CONS. 401(K) PLAN [EIN = 205171824]
• SAN DIEGO COASTAL ENDOCRINOLOGY GROUP, AMC 401(K) PROFIT SHARING PLAN [EIN = 205681915]
• SAN DIEGO ALUMINUM PRODUCTS INC 401K [EIN = 205130757]
• SAN DIEGO PARASAIL ADVENTURES, INC. 401K PLAN [EIN = 330366499]
• SAN DIEGO PHYSICIANS CLINIC INC. CASH BALANCE PENSION PLAN [EIN = 203173918]
• SAN DIEGO POWDER & PROTECTIVE COATINGS, INC. 401(K) PROFIT SHARING PLAN [EIN = 030402605]
• SAN DIEGO CHARTER 401(K) P/S PLAN [EIN = 201912006]
• SAN DIEGO FLIGHT TRAINING INTE 401(K) PROFIT SHARING PLAN & TRUST [EIN = 330453820]
• SAN DIEGO ADVISORS, INC. RETIREMENT PLAN [EIN = 872512672]
• SAN DIEGO GOLF CARTS, LLC 401(K) PLAN [EIN = 850651421]
• SAN DIEGO CIVIC YOUTH BALLET 401(K) PLAN [EIN = 237079373]
• SAN DIEGO ACCOUNTING GROUP INC 401(K) PLAN [EIN = 462246478]
• SAN DIEGO CHIROPRACTIC NEUROLOGY BY ALBINDER AND JAHANGIRI APC 401(K) [EIN = 820884762]
• SAN DIEGO TAX & BOOKKEEPING 401(K) PLAN [EIN = 843695916]
• SAN DIEGO PAINTBALL PARK 401(K) PLAN [EIN = 463452074]
• SAN DIEGO METAL GRAPHICS CORPORATION 401(K) PLAN [EIN = 872512785]
• SAN DIEGO SOCKERS 401(K) PLAN [EIN = 262895243]
• SAN DIEGO AIRCRAFT INTERIORS INC. 401(K) PLAN [EIN = 264033544]
• SAN DIEGO-YOKOHAMA SISTER CITY SOCIETY 401(K) PLAN [EIN = 956193512]
• SAN DIEGO REFRIGERATION INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 854073120]
• SAN DIEGO BRAIN WORKS 401(K) PLAN [EIN = 471652686]
• SAN DIEGO KITCHEN PROS 401(K) PLAN [EIN = 330747537]
• SAN DIEGO MAID COMPANY 401(K) PLAN [EIN = 473651084]
• SAN DIEGO ZEROREZ INC 401(K) PLAN [EIN = 204347813]
• SAN DIEGO MEDICAL WASTE SERVICES, LLC RETIREMENT TRUST [EIN = 472201017]
• SAN DIEGO ADVISORS, INC. PENSION PLAN [EIN = 872512672]
• SAN DIEGO GOLF RESERVATIONS LLC RETIREMENT TRUST [EIN = 814099772]
• SAN DIEGO ORTHOBIOLOGICS MEDICAL GROUP 401 K PLAN [EIN = 811569389]
• SAN DIEGO GROWERS INC [EIN = 900581998]
• SAN DIEGO RAILROAD MUSEUM 401(K) PLAN [EIN = 953522268]
• SAN DIEGO STASH HUT 401K [EIN = 882556848]
• SAN DIEGO PLASTICS INC 401(K) [EIN = 330236956]
• SAN DIEGO KITCHEN PROS 401(K) PLAN [EIN = 884079740]
• SAN DIEGO BOBA TEA CAFE INC 401K [EIN = 830614006]
• SAN DIEGO HYDRAULICS INC 401(K) PLAN [EIN = 204801072]
• SAN DIEGO AMERICAN INDIAN HEALTH CENTER 403(B) PLAN [EIN = 953397369]
• SAN DIEGO RADIOLOGY AND RESEARCH, PC 401(K) PROFIT SHARING PLAN [EIN = 874159629]
• SAN DIEGO APPLIED BEHAVIOR ANALYSIS [EIN = 850538568]
• SAN DIEGO FC RETIREMENT SAVINGS PLAN [EIN = 923858975]
• SAN DIEGO BALLET 401(K) PLAN [EIN = 330461414]
• SAN DIEGO FREE RIDE 401(K) PLAN [EIN = 812291046]
• SAN DIEGO MEXICAN RESTAURANT [EIN = 202835783]
• SAN DIEGO PARTY TOURS 401(K) PLAN [EIN = 833781534]
• SAN DIEGO COUNTY MAID BRIGADE 401(K) PLAN [EIN = 882686166]
• SAN DIEGO SPORTS MEDICINE & FAMILY HEALTH CENTER HEALTH & WELFARE PLAN [EIN = 330061064]
• SAN DIEGO BARBER SUPPLY RETIREMENT TRUST [EIN = 273603021]
• SAN DIEGO TRUCK PARTS LLC 401K PLAN [EIN = 261300226]
• SAN DIEGO ICE COMPANY INC 401K [EIN = 461992935]
• SAN DIEGO SHEET METAL INC 401(K) PLAN [EIN = 832367706]
• SAN DIEGO BREWERS GUILD 401(K) PLAN [EIN = 330761530]
• SAN DIEGO PUMP, INC. 401(K) PLAN [EIN = 550853373]
• SAN DIEGO DINING GROUP 401(K) PLAN [EIN = 872383251]
• SAN DIEGO WORKFORCE PARTNERSHIP HEALTH AND WELFARE BENEFIT PLAN [EIN = 330660504]
• SAN DIEGO COMMUNITY LIVING SERVICES CASH BALANCE PLAN [EIN = 270387704]
• SAN DIEGO UROLOGY ASSOCIATES 401(K) PLAN [EIN = 200316314]
• SAN DIEGO SURF LP 401(K) PROFIT SHARING PLAN & TRUST [EIN = 831011647]

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