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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:
Incorporation Date:
Company Identification Number:

More information about PREMIER WEALTH ADVISORS, LLC

The following addresses have been detected on the 401k submissions:

USA Location Address
12531 HIGH BLUFF DRIVE, SUITE 110
SAN DIEGO
CA
92130
Date first seen: 2007-01-01
Date last seen: 2024-09-30

PREMIER WEALTH ADVISORS, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001PREMIER WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST2017-07-01 2017-07-01
002PREMIER WEALTH ADVISORS, LLC CASH BALANCE PLAN & TRUST2021-01-01 2021-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-07-18Employer Contributions $ 30,000
2023-07-18Employee Contributions $ 30,000
2023-04-26Employer Contributions $ 74,094
2023-04-26Employee Contributions $ 74,094
2022-04-21Employer Contributions $ 30,000
2022-04-21Employee Contributions $ 30,000
2022-04-20Employer Contributions $ 70,354
2022-04-20Employee Contributions $ 70,354

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