401k Plan data: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN plan

AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN
Plan identification number	001

AEGIS WEALTH MANAGEMENT LLC 401K 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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

AEGIS WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: AEGIS WEALTH MANAGEMENT, LLC

Employer identification number (EIN): 202235382

NAIC Classification: 541600

Additional information about AEGIS WEALTH MANAGEMENT, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2014-11-06

Company Identification Number: L14000173335

Legal Registered Office Address: 99 S. New York Ave.

Winter Park

32789

More information about AEGIS WEALTH MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AEGIS WEALTH MANAGEMENT LLC 401K 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 VIVEKA RYN 2024-06-29 VIVEKA RYN 2024-06-29
001 2022-01-01 VIVEKA M RYN 2023-05-31
001 2021-01-01 VIVEKA RYN 2022-07-11
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 VIVEKA RYN VIVEKA RYN 2015-10-09
001 2013-01-01
001 2012-01-01 MICHAEL BEARER KEN BELANGER 2013-10-14
001 2011-01-01 MICHAEL BEARER BELANGER AND CO., INC. 2012-10-08
001 2010-01-01 BELANGER AND CO., INC. MICHAEL BEARER 2011-10-31
001 2009-01-01 MICHAEL BEARER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	VIVEKA RYN	2024-06-29	VIVEKA RYN	2024-06-29
001	2022-01-01	VIVEKA M RYN	2023-05-31
001	2021-01-01	VIVEKA RYN	2022-07-11
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	VIVEKA RYN		VIVEKA RYN	2015-10-09
001	2013-01-01
001	2012-01-01	MICHAEL BEARER		KEN BELANGER	2013-10-14
001	2011-01-01	MICHAEL BEARER		BELANGER AND CO., INC.	2012-10-08
001	2010-01-01	BELANGER AND CO., INC.		MICHAEL BEARER	2011-10-31
001	2009-01-01	MICHAEL BEARER

Plan Statistics for AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN

Measure Date Value
2015: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2015 : AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$138,992
Expenses. Total of all expenses incurred	2015-12-31	$672,956
Benefits paid (including direct rollovers)	2015-12-31	$672,956
Total plan assets at end of year	2015-12-31	$1,820,428
Total plan assets at beginning of year	2015-12-31	$2,354,392
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$54,321
Other income received	2015-12-31	$-27,768
Net income (gross income less expenses)	2015-12-31	$-533,964
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,820,428
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,354,392
Assets. Value of participant loans	2015-12-31	$10,904
Total contributions received or receivable from employer(s)	2015-12-31	$112,439
2014 : AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$395,391
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,354,392
Total plan assets at beginning of year	2014-12-31	$1,959,001
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$107,742
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$170,025
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$395,391
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,354,392
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,959,001
Assets. Value of participant loans	2014-12-31	$26,329
Total contributions received or receivable from employer(s)	2014-12-31	$117,624
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$538,003
Total plan assets at end of year	2013-12-31	$1,959,001
Total plan assets at beginning of year	2013-12-31	$1,420,998
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$77,620
Other income received	2013-12-31	$360,146
Net income (gross income less expenses)	2013-12-31	$538,003
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,959,001
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,420,998
Assets. Value of participant loans	2013-12-31	$44,004
Total contributions received or receivable from employer(s)	2013-12-31	$100,237
2012 : AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$255,073
Total plan assets at end of year	2012-12-31	$1,420,998
Total plan assets at beginning of year	2012-12-31	$1,165,925
Total contributions received or receivable from participants	2012-12-31	$71,700
Other income received	2012-12-31	$96,798
Net income (gross income less expenses)	2012-12-31	$255,073
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,420,998
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,165,925
Assets. Value of participant loans	2012-12-31	$43,432
Total contributions received or receivable from employer(s)	2012-12-31	$86,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$86,152
Expenses. Total of all expenses incurred	2011-12-31	$3,415
Benefits paid (including direct rollovers)	2011-12-31	$3,415
Total plan assets at end of year	2011-12-31	$1,165,925
Total plan assets at beginning of year	2011-12-31	$1,083,188
Total contributions received or receivable from participants	2011-12-31	$88,600
Other income received	2011-12-31	$-96,383
Net income (gross income less expenses)	2011-12-31	$82,737
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,165,925
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,083,188
Assets. Value of participant loans	2011-12-31	$33,400
Total contributions received or receivable from employer(s)	2011-12-31	$93,935
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$294,279
Total plan assets at end of year	2010-12-31	$1,083,188
Total plan assets at beginning of year	2010-12-31	$788,909
Total contributions received or receivable from participants	2010-12-31	$91,086
Other income received	2010-12-31	$104,230
Net income (gross income less expenses)	2010-12-31	$294,279
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,083,188
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$788,909
Assets. Value of participant loans	2010-12-31	$47,901
Total contributions received or receivable from employer(s)	2010-12-31	$98,963
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN

2015: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AEGIS WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AEGIS WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	202235382
NAIC Classification:	541600

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2014-11-06
Company Identification Number:	L14000173335
Legal Registered Office Address:	99 S. New York Ave. Winter Park 32789