401k Plan data: MY 360 WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND T plan

MY 360 WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND T 401k Plan overview

Plan Name	MY 360 WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND T
Plan identification number	001

MY 360 WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND T 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

MY 360 WEALTH MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name: MY 360 WEALTH MANAGEMENT GROUP

Employer identification number (EIN): 262537903

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY 360 WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND T

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHIRLEY HORNER 2024-09-02
001 2023-01-01 VANESSA URREGO 2024-10-10
001 2022-01-01 SHIRLEY HORNER 2023-09-13
001 2021-01-01 SHIRLEY HORNER 2022-09-21
001 2020-01-01 SHIRLEY HORNER 2021-07-09
001 2019-01-01 SHIRLEY HORNER 2020-10-13
001 2018-01-01 PIERRE MOVSESSIAN 2020-11-24 PIERRE MOVSESSIAN 2020-11-24
001 2018-01-01 PIERRE MOVSESSIAN 2020-10-15 PIERRE MOVSESSIAN 2020-10-15
001 2018-01-01 PIERRE MOVSESSIAN 2020-11-24 PIERRE MOVSESSIAN 2020-11-24
001 2017-01-01 PIERRE MOVSESSIAN 2018-06-27
001 2016-01-01 PIERRE MOVSESSIAN 2017-07-27
001 2015-01-01 PIERRE MOVSESSIAN 2016-09-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SHIRLEY HORNER	2024-09-02
001	2023-01-01	VANESSA URREGO	2024-10-10
001	2022-01-01	SHIRLEY HORNER	2023-09-13
001	2021-01-01	SHIRLEY HORNER	2022-09-21
001	2020-01-01	SHIRLEY HORNER	2021-07-09
001	2019-01-01	SHIRLEY HORNER	2020-10-13
001	2018-01-01	PIERRE MOVSESSIAN	2020-11-24	PIERRE MOVSESSIAN	2020-11-24
001	2018-01-01	PIERRE MOVSESSIAN	2020-10-15	PIERRE MOVSESSIAN	2020-10-15
001	2018-01-01	PIERRE MOVSESSIAN	2020-11-24	PIERRE MOVSESSIAN	2020-11-24
001	2017-01-01	PIERRE MOVSESSIAN	2018-06-27
001	2016-01-01	PIERRE MOVSESSIAN	2017-07-27
001	2015-01-01	PIERRE MOVSESSIAN	2016-09-07

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Company Name:	MY 360 WEALTH MANAGEMENT GROUP
Employer identification number (EIN):	262537903
NAIC Classification:	523900