401k Plan data: IWS RETIREMENT 401(K) PLAN & TRUST plan

IWS RETIREMENT 401(K) PLAN & TRUST 401k Plan overview

Plan Name	IWS RETIREMENT 401(K) PLAN & TRUST
Plan identification number	001

IWS RETIREMENT 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined 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).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSIGHT WEALTH STRATEGIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: INSIGHT WEALTH STRATEGIES, LLC

Employer identification number (EIN): 825323905

NAIC Classification: 523900

Additional information about INSIGHT WEALTH STRATEGIES, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2018-06-07

Company Identification Number: 0803037613

Legal Registered Office Address: 2603 CAMINO RAMON STE 350

SAN RAMON
United States of America (USA)
94583

More information about INSIGHT WEALTH STRATEGIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IWS RETIREMENT 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 HEATHER NOLL 2024-06-11
001 2022-01-01 HEATHER NOLL 2023-07-20
001 2021-01-01 TRPC SPONSOR SERVICES 2022-08-17
001 2020-01-01 JOHN KAVANAGH 2021-06-14
001 2020-01-01
001 2020-01-01
001 2019-01-01 CHERYL L BOWNESS 2020-09-21
001 2018-01-01 DAVID CHAZIN 2019-10-03
001 2017-01-01 DAVID CHAZIN 2018-10-02
001 2017-01-01 DAVID CHAZIN 2019-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	HEATHER NOLL	2024-06-11
001	2022-01-01	HEATHER NOLL	2023-07-20
001	2021-01-01	TRPC SPONSOR SERVICES	2022-08-17
001	2020-01-01	JOHN KAVANAGH	2021-06-14
001	2020-01-01
001	2020-01-01
001	2019-01-01	CHERYL L BOWNESS	2020-09-21
001	2018-01-01	DAVID CHAZIN	2019-10-03
001	2017-01-01	DAVID CHAZIN	2018-10-02
001	2017-01-01	DAVID CHAZIN	2019-10-03

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Company Name:	INSIGHT WEALTH STRATEGIES, LLC
Employer identification number (EIN):	825323905
NAIC Classification:	523900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2018-06-07
Company Identification Number:	0803037613
Legal Registered Office Address:	2603 CAMINO RAMON STE 350 SAN RAMON United States of America (USA) 94583