401k Plan data: BEACON WEALTH MANAGEMENT, LLC PENSION PLAN plan

BEACON WEALTH MANAGEMENT, LLC PENSION PLAN 401k Plan overview

Plan Name	BEACON WEALTH MANAGEMENT, LLC PENSION PLAN
Plan identification number	001

BEACON WEALTH MANAGEMENT, LLC PENSION PLAN 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).
Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: BEACON WEALTH MANAGEMENT, LLC

Employer identification number (EIN): 043703482

NAIC Classification: 523900

Additional information about BEACON WEALTH MANAGEMENT, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2010-06-08

Company Identification Number: L10000061505

Legal Registered Office Address: 400 S. DIXIE HWY. #220

BOCA RATON

33432

More information about BEACON WEALTH MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACON WEALTH MANAGEMENT, LLC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 MARK GERMAIN 2019-12-03
001 2018-01-01 MARK GERMAIN 2019-05-30
001 2017-01-01 MARK GERMAIN 2018-10-12
001 2016-01-01 MARK GERMAIN 2017-07-26 MARK GERMAIN 2017-07-26
001 2015-01-01 MARK GERMAIN 2016-08-01 MARK GERMAIN 2016-08-01
001 2014-01-01 MARK GERMAIN 2015-07-30 MARK GERMAIN 2015-07-30
001 2013-01-01 MARK GERMAIN 2014-10-02 MARK GERMAIN 2014-10-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	MARK GERMAIN	2019-12-03
001	2018-01-01	MARK GERMAIN	2019-05-30
001	2017-01-01	MARK GERMAIN	2018-10-12
001	2016-01-01	MARK GERMAIN	2017-07-26	MARK GERMAIN	2017-07-26
001	2015-01-01	MARK GERMAIN	2016-08-01	MARK GERMAIN	2016-08-01
001	2014-01-01	MARK GERMAIN	2015-07-30	MARK GERMAIN	2015-07-30
001	2013-01-01	MARK GERMAIN	2014-10-02	MARK GERMAIN	2014-10-02

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Company Name:	BEACON WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	043703482
NAIC Classification:	523900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2010-06-08
Company Identification Number:	L10000061505
Legal Registered Office Address:	400 S. DIXIE HWY. #220 BOCA RATON 33432