401k Plan data: SCOTTSDALE WEALTH ADVISORY LLC plan

SCOTTSDALE WEALTH ADVISORY LLC 401k Plan overview

Plan Name	SCOTTSDALE WEALTH ADVISORY LLC
Plan identification number	001

SCOTTSDALE WEALTH ADVISORY LLC 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.
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

SCOTTSDALE WEALTH ADVISORY LLC has sponsored the creation of one or more 401k plans.

Company Name: SCOTTSDALE WEALTH ADVISORY LLC

Employer identification number (EIN): 814417997

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTTSDALE WEALTH ADVISORY LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRENT MATTHEW 2024-05-29
001 2022-01-01 BRENT MATTHEW 2023-10-16
001 2021-01-01 BRENT MATTHEW 2022-06-28
001 2020-12-01 BRENT MATTHEW 2022-03-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BRENT MATTHEW	2024-05-29
001	2022-01-01	BRENT MATTHEW	2023-10-16
001	2021-01-01	BRENT MATTHEW	2022-06-28
001	2020-12-01	BRENT MATTHEW	2022-03-18

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Company Name:	SCOTTSDALE WEALTH ADVISORY LLC
Employer identification number (EIN):	814417997
NAIC Classification:	523900