401k Plan data: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN plan

SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 401k Plan overview

Plan Name	SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN
Plan identification number	001

SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

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

Company Name: SNOW CREEK WEALTH MANAGEMENT, LLC

Employer identification number (EIN): 208775713

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 LIZ CLAY
001 2017-01-01 LIZ CLAY
001 2016-01-01 LIZ CLAY
001 2015-01-01 LIZ CLAY
001 2014-01-01 LIZ CLAY
001 2014-01-01 LIZ CLAY
001 2013-01-01 LIZ CLAY
001 2012-01-01 LIZ CLAY
001 2011-01-01 LIZ CLAY
001 2009-01-01 DAVID GOLDBERG DAVID GOLDBERG 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	LIZ CLAY
001	2017-01-01	LIZ CLAY
001	2016-01-01	LIZ CLAY
001	2015-01-01	LIZ CLAY
001	2014-01-01	LIZ CLAY
001	2014-01-01	LIZ CLAY
001	2013-01-01	LIZ CLAY
001	2012-01-01	LIZ CLAY
001	2011-01-01	LIZ CLAY
001	2009-01-01	DAVID GOLDBERG	DAVID GOLDBERG	2010-10-13

Plan Statistics for SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN

401k plan membership statisitcs for SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN

Measure Date Value
2019: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 1
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	1
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN

Measure	Date	Value
2019 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$369,878
Expenses. Total of all expenses incurred	2019-12-31	$1,433,931
Benefits paid (including direct rollovers)	2019-12-31	$1,433,931
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$1,064,053
Value of fidelity bond covering the plan	2019-12-31	$65,000
Total contributions received or receivable from participants	2019-12-31	$62,850
Other income received	2019-12-31	$175,262
Net income (gross income less expenses)	2019-12-31	$-1,064,053
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,064,053
Total contributions received or receivable from employer(s)	2019-12-31	$131,766
2018 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$236,099
Total plan assets at end of year	2018-12-31	$1,064,053
Total plan assets at beginning of year	2018-12-31	$827,954
Value of fidelity bond covering the plan	2018-12-31	$65,000
Total contributions received or receivable from participants	2018-12-31	$59,143
Contributions received from other sources (not participants or employers)	2018-12-31	$123,288
Other income received	2018-12-31	$-55,908
Net income (gross income less expenses)	2018-12-31	$236,099
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,064,053
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$827,954
Total contributions received or receivable from employer(s)	2018-12-31	$109,576
2017 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$213,605
Total plan assets at end of year	2017-12-31	$827,954
Total plan assets at beginning of year	2017-12-31	$614,349
Value of fidelity bond covering the plan	2017-12-31	$65,000
Total contributions received or receivable from participants	2017-12-31	$55,276
Other income received	2017-12-31	$122,329
Net income (gross income less expenses)	2017-12-31	$213,605
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$827,954
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$614,349
Total contributions received or receivable from employer(s)	2017-12-31	$36,000
2016 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$184,915
Total plan assets at end of year	2016-12-31	$614,349
Total plan assets at beginning of year	2016-12-31	$429,434
Value of fidelity bond covering the plan	2016-12-31	$65,000
Total contributions received or receivable from participants	2016-12-31	$33,415
Contributions received from other sources (not participants or employers)	2016-12-31	$9,937
Other income received	2016-12-31	$52,679
Net income (gross income less expenses)	2016-12-31	$184,915
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$614,349
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$429,434
Total contributions received or receivable from employer(s)	2016-12-31	$88,884
2015 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$102,826
Total plan assets at end of year	2015-12-31	$429,434
Total plan assets at beginning of year	2015-12-31	$326,608
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$29,200
Other income received	2015-12-31	$30
Net income (gross income less expenses)	2015-12-31	$102,826
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$429,434
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$326,608
Total contributions received or receivable from employer(s)	2015-12-31	$73,596
2014 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,041,242
Expenses. Total of all expenses incurred	2014-12-31	$3,552
Benefits paid (including direct rollovers)	2014-12-31	$3,552
Total plan assets at end of year	2014-12-31	$1,094,280
Total plan assets at beginning of year	2014-12-31	$53,038
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$27,875
Contributions received from other sources (not participants or employers)	2014-12-31	$873,143
Other income received	2014-12-31	$67,629
Net income (gross income less expenses)	2014-12-31	$1,041,242
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,094,280
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$53,038
Total contributions received or receivable from employer(s)	2014-12-31	$72,595
2013 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$939
Total income from all sources	2013-12-31	$52,210
Expenses. Total of all expenses incurred	2013-12-31	$43,296
Benefits paid (including direct rollovers)	2013-12-31	$43,240
Total plan assets at end of year	2013-12-31	$53,038
Total plan assets at beginning of year	2013-12-31	$43,185
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$20,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$56
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$9,170
Net income (gross income less expenses)	2013-12-31	$8,914
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$53,038
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$43,185
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$23,040
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$46,041
Expenses. Total of all expenses incurred	2012-12-31	$49,297
Benefits paid (including direct rollovers)	2012-12-31	$49,228
Total plan assets at end of year	2012-12-31	$43,185
Total plan assets at beginning of year	2012-12-31	$46,441
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$34,418
Expenses. Other expenses not covered elsewhere	2012-12-31	$69
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$5,468
Net income (gross income less expenses)	2012-12-31	$-3,256
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$43,185
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$46,441
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$6,155
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$32,598
Expenses. Total of all expenses incurred	2011-12-31	$30,050
Benefits paid (including direct rollovers)	2011-12-31	$30,000
Total plan assets at end of year	2011-12-31	$46,441
Total plan assets at beginning of year	2011-12-31	$43,893
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$25,750
Expenses. Other expenses not covered elsewhere	2011-12-31	$50
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-1,152
Net income (gross income less expenses)	2011-12-31	$2,548
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$46,441
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$43,893
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$8,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$62,642
Expenses. Total of all expenses incurred	2010-12-31	$100,050
Benefits paid (including direct rollovers)	2010-12-31	$100,000
Total plan assets at end of year	2010-12-31	$43,893
Total plan assets at beginning of year	2010-12-31	$81,301
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$26,200
Expenses. Other expenses not covered elsewhere	2010-12-31	$50
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$11,689
Net income (gross income less expenses)	2010-12-31	$-37,408
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$43,893
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$81,301
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$24,753
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN

2019: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) 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: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: SNOW CREEK WEALTH MANAGEMENT LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-809504

Policy instance

Insurance contract or identification number	GA-809504
Number of Individuals Covered	2
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $566
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $566
Insurance broker organization code?	3
Insurance broker name	TBS AGENCY INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-809504

Policy instance

Insurance contract or identification number	GA-809504
Number of Individuals Covered	2
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $514
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $335
Insurance broker organization code?	3
Insurance broker name	TBS AGENCY INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-809504

Policy instance

Insurance contract or identification number	GA-809504
Number of Individuals Covered	2
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $465
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-809504

Policy instance

Insurance contract or identification number	GA-809504
Number of Individuals Covered	2
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $747
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

SNOW CREEK TRUCKING COMPANY 401(K) PLAN [EIN = 561939075]

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Company Name:	SNOW CREEK WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	208775713
NAIC Classification:	523900