401k Plan data: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN plan

SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 401k Plan overview

Plan Name	SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN
Plan identification number	001

SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

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

Company Name: SUPERIOR WEALTH MANAGEMENT GROUP, LLC

Employer identification number (EIN): 030589027

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 JOHN SOUKUP 2022-06-14 JOHN SOUKUP 2022-06-14
001 2020-01-01 JOHN SOUKUP 2021-07-27 JOHN SOUKUP 2021-07-27
001 2020-01-01 JOHN SOUKUP 2021-07-26
001 2019-01-01 JOHN SOUKUP 2020-07-24
001 2018-01-01 JOHN SOUKUP 2019-07-12
001 2017-01-01 JOHN SOUKUP 2018-10-15 JOHN SOUKUP 2018-10-15
001 2016-01-01 JOHN SOUKUP 2017-06-14
001 2015-01-01
001 2014-01-01 JOHN SOUKUP
001 2012-01-01 JOHN SOUKUP
001 2011-01-01 JOHN SOUKUP
001 2010-01-01 JOHN SOUKUP
001 2009-01-01 LISA GUZEK MONTAGNE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	JOHN SOUKUP	2022-06-14	JOHN SOUKUP	2022-06-14
001	2020-01-01	JOHN SOUKUP	2021-07-27	JOHN SOUKUP	2021-07-27
001	2020-01-01			JOHN SOUKUP	2021-07-26
001	2019-01-01	JOHN SOUKUP	2020-07-24
001	2018-01-01	JOHN SOUKUP	2019-07-12
001	2017-01-01	JOHN SOUKUP	2018-10-15	JOHN SOUKUP	2018-10-15
001	2016-01-01			JOHN SOUKUP	2017-06-14
001	2015-01-01
001	2014-01-01	JOHN SOUKUP
001	2012-01-01	JOHN SOUKUP
001	2011-01-01	JOHN SOUKUP
001	2010-01-01	JOHN SOUKUP
001	2009-01-01	LISA GUZEK MONTAGNE

Plan Statistics for SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN

401k plan membership statisitcs for SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN

Measure Date Value
2016: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
2015: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
2014: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2012: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2010: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 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
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2016: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
2015: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
2014: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2012: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2010: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 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
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN

Measure	Date	Value
2016 : SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$365,100
Total plan liabilities at beginning of year	2016-12-31	$365,100
Total income from all sources	2016-12-31	$0
Expenses. Total of all expenses incurred	2016-12-31	$225
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,062,135
Total plan assets at beginning of year	2016-12-31	$2,218,162
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$225
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$0
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-225
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,697,035
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,853,062
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$365,100
Total plan liabilities at beginning of year	2015-12-31	$365,100
Total income from all sources	2015-12-31	$0
Expenses. Total of all expenses incurred	2015-12-31	$2,832
Total plan assets at end of year	2015-12-31	$2,218,162
Total plan assets at beginning of year	2015-12-31	$2,760,743
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,832
Net income (gross income less expenses)	2015-12-31	$-2,832
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,853,062
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,395,643
2014 : SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$121,758
Total plan liabilities at beginning of year	2014-12-31	$101,622
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$10,978
Total plan assets at end of year	2014-12-31	$2,760,743
Total plan assets at beginning of year	2014-12-31	$2,706,612
Expenses. Other expenses not covered elsewhere	2014-12-31	$10,978
Net income (gross income less expenses)	2014-12-31	$-10,978
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,638,985
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,604,990
2013 : SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$101,622
Total plan liabilities at beginning of year	2013-12-31	$129,144
Total income from all sources	2013-12-31	$77,280
Expenses. Total of all expenses incurred	2013-12-31	$8,370
Total plan assets at end of year	2013-12-31	$2,706,612
Total plan assets at beginning of year	2013-12-31	$4,041,105
Total contributions received or receivable from participants	2013-12-31	$8
Expenses. Other expenses not covered elsewhere	2013-12-31	$8,370
Noncash contributions received	2013-12-31	$77,272
Net income (gross income less expenses)	2013-12-31	$68,910
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,604,990
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,911,961
2012 : SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$129,144
Total plan liabilities at beginning of year	2012-12-31	$173,900
Expenses. Total of all expenses incurred	2012-12-31	$67,086
Total plan assets at end of year	2012-12-31	$4,041,105
Total plan assets at beginning of year	2012-12-31	$3,490,850
Expenses. Other expenses not covered elsewhere	2012-12-31	$67,086
Net income (gross income less expenses)	2012-12-31	$-67,086
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,911,961
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,316,950
2011 : SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$173,900
Total plan liabilities at beginning of year	2011-12-31	$173,900
Expenses. Total of all expenses incurred	2011-12-31	$61,101
Total plan assets at end of year	2011-12-31	$3,490,850
Total plan assets at beginning of year	2011-12-31	$2,696,969
Expenses. Other expenses not covered elsewhere	2011-12-31	$61,101
Net income (gross income less expenses)	2011-12-31	$-61,101
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,316,950
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,523,069
2010 : SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$173,900
Total plan liabilities at beginning of year	2010-12-31	$167,000
Expenses. Total of all expenses incurred	2010-12-31	$36,000
Total plan assets at end of year	2010-12-31	$2,696,969
Total plan assets at beginning of year	2010-12-31	$1,916,942
Expenses. Other expenses not covered elsewhere	2010-12-31	$36,000
Net income (gross income less expenses)	2010-12-31	$-36,000
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,523,069
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,749,942

Form 5500 Responses for SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN

2016: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SUPERIOR WEALTH MANAGEMENT GROUP LLC 401K PLAN 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

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Company Name:	SUPERIOR WEALTH MANAGEMENT GROUP, LLC
Employer identification number (EIN):	030589027
NAIC Classification:	523900