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	002

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
002 2022-01-01 SHIRLEY HORNER 2023-05-25
002 2019-01-01 SHIRLEY HORNER 2020-07-07
002 2018-01-01 KELLY CAMPBELL 2019-05-10
002 2017-01-01 KELLY CAMPBELL 2018-08-09
002 2016-01-01 KELLY CAMPBELL 2017-05-23
002 2014-01-01 KIMBERLY CAMPBELL 2015-07-14
002 2012-01-01 CAMPBELL WEALTH MANAGEMENT INC 2013-06-26
002 2011-01-01 CAMPBELL WEALTH MANAGEMENT INC 2012-06-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	SHIRLEY HORNER	2023-05-25
002	2019-01-01	SHIRLEY HORNER	2020-07-07
002	2018-01-01	KELLY CAMPBELL	2019-05-10
002	2017-01-01	KELLY CAMPBELL	2018-08-09
002	2016-01-01	KELLY CAMPBELL	2017-05-23
002	2014-01-01	KIMBERLY CAMPBELL	2015-07-14
002	2012-01-01	CAMPBELL WEALTH MANAGEMENT INC	2013-06-26
002	2011-01-01	CAMPBELL WEALTH MANAGEMENT INC	2012-06-19

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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