401k Plan data: STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN plan

STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN
Plan identification number	003

STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: STRATEGIC WEALTH ADVISORS LLC

Employer identification number (EIN): 861009023

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 JOHN BAGLEY 2024-08-13
003 2022-01-01 JOHN BAGLEY 2023-09-11
003 2021-01-01 JOHN BAGLEY 2022-05-31
003 2020-01-01 JOHN BAGLEY 2021-08-26
003 2019-01-01 JOHN BAGLEY 2020-05-14
003 2018-01-01 JOHN BAGLEY 2019-04-26
003 2017-01-01 JOHN BAGLEY 2018-04-19
003 2016-01-01 JOHN BAGLEY 2017-05-02
003 2015-01-01 JOHN BAGLEY 2016-08-30
003 2014-01-01 JOHN BAGLEY 2015-09-18
003 2013-01-01 JOHN BAGLEY 2014-08-06
003 2012-01-01 JOHN BAGLEY 2013-03-20
003 2011-01-01 JOHN BAGLEY 2012-04-27
003 2010-01-01 JOHN BAGLEY 2011-05-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	JOHN BAGLEY	2024-08-13
003	2022-01-01	JOHN BAGLEY	2023-09-11
003	2021-01-01	JOHN BAGLEY	2022-05-31
003	2020-01-01	JOHN BAGLEY	2021-08-26
003	2019-01-01	JOHN BAGLEY	2020-05-14
003	2018-01-01	JOHN BAGLEY	2019-04-26
003	2017-01-01	JOHN BAGLEY	2018-04-19
003	2016-01-01	JOHN BAGLEY	2017-05-02
003	2015-01-01	JOHN BAGLEY	2016-08-30
003	2014-01-01	JOHN BAGLEY	2015-09-18
003	2013-01-01	JOHN BAGLEY	2014-08-06
003	2012-01-01	JOHN BAGLEY	2013-03-20
003	2011-01-01	JOHN BAGLEY	2012-04-27
003	2010-01-01	JOHN BAGLEY	2011-05-18

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Company Name:	STRATEGIC WEALTH ADVISORS LLC
Employer identification number (EIN):	861009023
NAIC Classification:	523900