401k Plan data: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST plan

CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

CAMPBELL WEALTH MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name: CAMPBELL WEALTH MANAGEMENT INC

Employer identification number (EIN): 200193064

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NICK RICE 2024-08-12
001 2022-01-01 SHIRLEY HORNER 2023-10-24
001 2021-01-01 SHIRLEY HORNER 2022-07-28
001 2020-01-01 SHIRLEY HORNER 2021-07-11
001 2020-01-01 PHIL WOLF 2021-10-22
001 2019-01-01 PHIL WOLF 2021-04-27
001 2015-01-01 KELLY CAMPBELL 2016-05-10
001 2013-01-01 KELLY CAMPBELL 2014-06-16
001 2010-01-01 CAMPBELL WEALTH MANAGEMENT INC
001 2009-01-01 KELLY CAMPBELL KELLY CAMPBELL 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NICK RICE	2024-08-12
001	2022-01-01	SHIRLEY HORNER	2023-10-24
001	2021-01-01	SHIRLEY HORNER	2022-07-28
001	2020-01-01	SHIRLEY HORNER	2021-07-11
001	2020-01-01	PHIL WOLF	2021-10-22
001	2019-01-01	PHIL WOLF	2021-04-27
001	2015-01-01	KELLY CAMPBELL	2016-05-10
001	2013-01-01	KELLY CAMPBELL	2014-06-16
001	2010-01-01	CAMPBELL WEALTH MANAGEMENT INC
001	2009-01-01	KELLY CAMPBELL		KELLY CAMPBELL	2010-07-27

Plan Statistics for CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-06-07 39
Total number of particpants at end of year 2025-06-07 39
Number of Participants With Account Balances 2025-06-07 38
2024: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-08-12 35
Total number of particpants at end of year 2024-08-12 37
Number of Participants With Account Balances 2024-08-12 37
2010: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
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 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-06-07	39
Total number of particpants at end of year	2025-06-07	39
Number of Participants With Account Balances	2025-06-07	38
2024: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-08-12	35
Total number of particpants at end of year	2024-08-12	37
Number of Participants With Account Balances	2024-08-12	37
2010: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
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	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2025 : CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-07	248515
Net assets as of the end of the plan year	2025-06-07	5174825
Total assets as of the beginning of the plan year	2025-06-07	4073050
Value of plan covered by a fidelity bond	2025-06-07	408000
Participant contributions to plan in this plan year	2025-06-07	395707
Value of participant loans at end of plan year	2025-06-07	17029
Other contributions to plan in this plan year	2025-06-07	141685
Other income to plan in this plan year	2025-06-07	645918
Plan net income in this plan year	2025-06-07	1101775
Net assets as of the end of the plan year	2025-06-07	5174825
Net assets as of the beginning of the plan year	2025-06-07	4073050
Employer contributions to plan in this plan year	2025-06-07	166980
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-07	628
2024 : CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-08-12	434615
Net assets as of the end of the plan year	2024-08-12	4073050
Total assets as of the beginning of the plan year	2024-08-12	3003084
Value of plan covered by a fidelity bond	2024-08-12	301000
Participant contributions to plan in this plan year	2024-08-12	393322
Value of participant loans at end of plan year	2024-08-12	44641
Other contributions to plan in this plan year	2024-08-12	392801
Other income to plan in this plan year	2024-08-12	551603
Plan net income in this plan year	2024-08-12	1069966
Net assets as of the end of the plan year	2024-08-12	4073050
Net assets as of the beginning of the plan year	2024-08-12	3003084
Employer contributions to plan in this plan year	2024-08-12	166855
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-12	1056
2010 : CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$46,145
Expenses. Total of all expenses incurred	2010-12-31	$19,972
Benefits paid (including direct rollovers)	2010-12-31	$19,842
Total plan assets at end of year	2010-12-31	$187,836
Total plan assets at beginning of year	2010-12-31	$161,663
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$35,870
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Other income received	2010-12-31	$10,275
Net income (gross income less expenses)	2010-12-31	$26,173
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$187,836
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$161,663
Assets. Value of participant loans	2010-12-31	$25,503
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST

2010: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 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: CAMPBELL WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CAMPBELL WEALTH MANAGEMENT INC
Employer identification number (EIN):	200193064
NAIC Classification:	523900