401k Plan data: SANCTUARY WEALTH ADVISORS LLC 401K PLAN plan

SANCTUARY WEALTH ADVISORS LLC 401K PLAN 401k Plan overview

Plan Name	SANCTUARY WEALTH ADVISORS LLC 401K PLAN
Plan identification number	001

SANCTUARY WEALTH ADVISORS LLC 401K 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.
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

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

Company Name: SANCTUARY WEALTH ADVISORS LLC

Employer identification number (EIN): 813858449

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANCTUARY WEALTH ADVISORS LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARTY ERZINGER 2024-04-24
001 2022-01-01 MARTY ERZINGER 2023-04-24
001 2021-01-01 MARTY ERZINGER 2022-05-04
001 2020-01-01 MARTY ERZINGER 2021-09-28 SANCTUARY WEALTH ADVISORS 2021-09-28
001 2019-01-01 MARTY ERZINGER 2020-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARTY ERZINGER	2024-04-24
001	2022-01-01	MARTY ERZINGER	2023-04-24
001	2021-01-01	MARTY ERZINGER	2022-05-04
001	2020-01-01	MARTY ERZINGER	2021-09-28	SANCTUARY WEALTH ADVISORS	2021-09-28
001	2019-01-01	MARTY ERZINGER	2020-07-21

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Company Name:	SANCTUARY WEALTH ADVISORS LLC
Employer identification number (EIN):	813858449
NAIC Classification:	523900