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LONG RUN WEALTH ADVISORS, LLC 401K PSP 401k Plan overview

Plan NameLONG RUN WEALTH ADVISORS, LLC 401K PSP
Plan identification number 001

LONG RUN WEALTH ADVISORS, LLC 401K PSP Benefits

401k Plan TypeDefined 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.
  • 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

LONG RUN WEALTH ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:LONG RUN WEALTH ADVISORS, LLC
Employer identification number (EIN):810750215
NAIC Classification:523900

Additional information about LONG RUN WEALTH ADVISORS, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2015-12-07
Company Identification Number: 4859856
Legal Registered Office Address: 55 BARN ROAD
SUITE 206
LAKE PLACID
United States of America (USA)
12946

More information about LONG RUN WEALTH ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG RUN WEALTH ADVISORS, LLC 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEVIN BRADY2024-05-29
0012022-01-01KEVIN BRADY2023-04-17
0012021-01-01KEVIN BRADY2022-06-21
0012020-01-01KEVIN BRADY2021-07-06
0012019-01-01KEVIN BRADY2020-04-28
0012018-01-01KEVIN BRADY2019-06-07
0012017-01-01KEVIN BRADY2018-06-11
0012016-11-01KEVIN BRADY2017-07-10

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