401k Plan data: CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT plan

CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT 401k Plan overview

Plan Name	CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT
Plan identification number	001

CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT 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.
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

CAPITAL WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: CAPITAL WEALTH MANAGEMENT, LLC

Employer identification number (EIN): 900028307

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL COX 2023-10-03
001 2021-01-01 MICHAEL COX 2022-10-08
001 2020-01-01 MICHAEL COX 2021-10-13
001 2019-01-01 MICHAEL COX 2020-10-14
001 2018-01-01 MICHAEL COX 2019-10-03
001 2017-01-01 MICHAEL COX 2018-10-15
001 2016-01-01 MICHAEL COX 2017-10-12
001 2015-01-01 MICHAEL COX 2016-10-04
001 2014-01-01 MICHAEL COX 2015-09-30
001 2013-01-01 MICHAEL COX 2014-10-06
001 2012-01-01 MICHAEL COX 2013-10-10
001 2011-01-01 MICHAEL COX 2012-09-21
001 2009-01-01 MICHAEL COX

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MICHAEL COX	2023-10-03
001	2021-01-01	MICHAEL COX	2022-10-08
001	2020-01-01	MICHAEL COX	2021-10-13
001	2019-01-01	MICHAEL COX	2020-10-14
001	2018-01-01	MICHAEL COX	2019-10-03
001	2017-01-01	MICHAEL COX	2018-10-15
001	2016-01-01	MICHAEL COX	2017-10-12
001	2015-01-01	MICHAEL COX	2016-10-04
001	2014-01-01	MICHAEL COX	2015-09-30
001	2013-01-01	MICHAEL COX	2014-10-06
001	2012-01-01	MICHAEL COX	2013-10-10
001	2011-01-01	MICHAEL COX	2012-09-21
001	2009-01-01	MICHAEL COX

Plan Statistics for CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT

401k plan membership statisitcs for CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT

Measure Date Value
2009: CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2009: CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT

Measure	Date	Value
2010 : CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT 2010 401k financial data
Total income from all sources	2010-12-31	$18,187
Total plan assets at end of year	2010-12-31	$139,180
Total plan assets at beginning of year	2010-12-31	$120,993
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$1,318
Other income received	2010-12-31	$15,551
Net income (gross income less expenses)	2010-12-31	$18,187
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$139,180
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$120,993
Total contributions received or receivable from employer(s)	2010-12-31	$1,318

Form 5500 Responses for CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT

2009: CAPITAL WEALTH MANAGEMENT, LLC 401(K) PROFIT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	CAPITAL WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	900028307
NAIC Classification:	523900