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WEALTHPLAN ADVISORS 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWEALTHPLAN ADVISORS 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

WEALTHPLAN ADVISORS 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • 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

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

Company Name:WEALTHPLAN ADVISORS LLC
Employer identification number (EIN):472622892
NAIC Classification:523900

Additional information about WEALTHPLAN ADVISORS LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2018-06-15
Company Identification Number: 5360004
Legal Registered Office Address: 89 Headquarters Plaza North
Suite 1443
Morristown
United States of America (USA)
07960

More information about WEALTHPLAN ADVISORS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEALTHPLAN ADVISORS 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BECKY SCHLAPPI2023-02-08
0012021-01-01BECKY SCHLAPPI2022-08-18 BECKY SCHLAPPI2022-08-18
0012020-01-01BECKY SCHLAPPI2021-09-16 BECKY SCHLAPPI2021-09-16
0012019-01-01BECKY SCHLAPPI2020-07-17 BECKY SCHLAPPI2020-07-17
0012018-01-01BECKY SCHLAPPI2019-07-16 BECKY SCHLAPPI2019-07-16
0012017-01-01BECKY SCHLAPPI2018-07-26 BECKY SCHLAPPI2018-07-26
0012016-01-01BECKY SCHLAPPI2017-07-06 BECKY SCHLAPPI2017-07-06
0012015-01-01BECKY SCHLAPPI2016-05-20 BECKY SCHLAPPI2016-05-20
0012014-01-01BECKY SCHLAPPI2015-07-08 BECKY SCHLAPPI2015-07-08

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