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NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN 401k Plan overview

Plan NameNEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN
Plan identification number 001

NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

NEW ENGLAND GUILD WEALTH ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:NEW ENGLAND GUILD WEALTH ADVISORS
Employer identification number (EIN):061323290
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01PATRICK LOGUE2015-10-01

Financial Data on NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN

Measure Date Value
2022 : NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-070
Total liabilities as of the end of the plan year2022-03-070
Total liabilities as of the beginning of the plan year2022-03-070
Total expenses incurred by plan in this plan year2022-03-079849
Net assets as of the end of the plan year2022-03-07883145
Total assets as of the beginning of the plan year2022-03-07642530
Participant contributions to plan in this plan year2022-03-0757197
Other expenses paid from plan in this plan year2022-03-070
Other contributions to plan in this plan year2022-03-070
Other income to plan in this plan year2022-03-0779991
Plan net income in this plan year2022-03-07240615
Net assets as of the end of the plan year2022-03-07883145
Net assets as of the beginning of the plan year2022-03-07642530
Employer contributions to plan in this plan year2022-03-07113276
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-070

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