Logo

WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN 401k Plan overview

Plan NameWEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN
Plan identification number 001

WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 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.

401k Sponsoring company profile

WEALTH PLANNING ADVISORY GROUP has sponsored the creation of one or more 401k plans.

Company Name:WEALTH PLANNING ADVISORY GROUP
Employer identification number (EIN):201663576
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SEKHAR VEMPARALA2024-10-15
0012022-01-01SEKHAR VEMPARALA2023-10-10
0012021-01-01SEKHAR VEMPARALA2022-10-13
0012021-01-01SEKHAR VEMPARALA2022-10-13
0012020-01-01SEKHAR VEMPARALA2021-10-14

Plan Statistics for WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN

401k plan membership statisitcs for WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN

Measure Date Value
2025: WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-143
Total number of particpants at end of year2025-10-143
Number of Participants With Account Balances2025-10-141
2024: WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-153
Total number of particpants at end of year2024-10-153
Number of Participants With Account Balances2024-10-151

Financial Data on WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN

Measure Date Value
2025 : WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-140
Net assets as of the end of the plan year2025-10-14276320
Total assets as of the beginning of the plan year2025-10-14245515
Participant contributions to plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1430805
Plan net income in this plan year2025-10-1430805
Net assets as of the end of the plan year2025-10-14276320
Net assets as of the beginning of the plan year2025-10-14245515
Employer contributions to plan in this plan year2025-10-140
2024 : WEALTH PLANNING ADVISORY GROUP, PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-15245515
Total assets as of the beginning of the plan year2024-10-15171332
Participant contributions to plan in this plan year2024-10-1522500
Other income to plan in this plan year2024-10-158183
Plan net income in this plan year2024-10-1574183
Net assets as of the end of the plan year2024-10-15245515
Net assets as of the beginning of the plan year2024-10-15171332
Employer contributions to plan in this plan year2024-10-1543500

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup