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PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

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

Company Name:PREMIER WEALTH ADVISORS, LLC
Employer identification number (EIN):812744669
NAIC Classification:523900

Additional information about PREMIER WEALTH ADVISORS, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2013-02-25
Company Identification Number: 4365173
Legal Registered Office Address: 14 EAST 60TH STREET
SUITE 402
NEW YORK
United States of America (USA)
10022

More information about PREMIER WEALTH ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSHUA KOEHNEN2024-08-01 JOSHUA KOEHNEN2024-08-01
0012022-01-01JOSHUA KOEHNEN2023-04-28 JOSHUA KOEHNEN2023-04-28
0012021-01-01JOSHUA KOEHNEN2022-09-15 JOSHUA KOEHNEN2022-09-15
0012020-01-01JOSHUA KOEHNEN2021-10-03 JOSHUA KOEHNEN2021-10-03
0012019-01-01JOSHUA KOEHNEN2020-06-18 JOSHUA KOEHNEN2020-06-18
0012018-01-01JOSHUA KOEHNEN2019-05-29 JOSHUA KOEHNEN2019-05-29
0012018-01-01JOSHUA KOEHNEN2019-04-24 JOSHUA KOEHNEN2019-04-24
0012017-07-01JOSHUA KOEHNEN2018-05-14 JOSHUA KOEHNEN2018-05-14

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