401k Plan data: LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC CASH BALANCE PENSION PLAN plan

LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC CASH BALANCE PENSION PLAN
Plan identification number	002

LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC has sponsored the creation of one or more 401k plans.

Company Name: LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC

Employer identification number (EIN): 814902006

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JULIE MCKENNA 2024-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JULIE MCKENNA	2024-10-04

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON, LLC
Employer identification number (EIN):	814902006
NAIC Classification:	523120
NAIC Description:	Securities Brokerage