401k Plan data: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN plan

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 401k Plan overview

Plan Name	BENEFITGUARD RETIREMENT INCOME SECURITY PLAN
Plan identification number	003

BENEFITGUARD RETIREMENT INCOME SECURITY 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
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.
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

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

Company Name: BROWN WEALTH MANAGEMENT, LLC

Employer identification number (EIN): 202441232

NAIC Classification: 523900

Additional information about BROWN WEALTH MANAGEMENT, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 168646

More information about BROWN WEALTH MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 JEFF EHLERS 2013-08-14
003 2011-01-01 D. TAYLOR WELCH 2012-10-12

Financial Data on BENEFITGUARD RETIREMENT INCOME SECURITY PLAN

Measure	Date	Value
2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-28	9942
Net assets as of the end of the plan year	2025-07-28	2168249
Total assets as of the beginning of the plan year	2025-07-28	1805795
Value of plan covered by a fidelity bond	2025-07-28	220000
Participant contributions to plan in this plan year	2025-07-28	85950
Other income to plan in this plan year	2025-07-28	217737
Plan net income in this plan year	2025-07-28	362454
Net assets as of the end of the plan year	2025-07-28	2168249
Net assets as of the beginning of the plan year	2025-07-28	1805795
Employer contributions to plan in this plan year	2025-07-28	68709
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-28	9942
2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-30	8321
Net assets as of the end of the plan year	2024-05-30	1805795
Total assets as of the beginning of the plan year	2024-05-30	1404629
Value of plan covered by a fidelity bond	2024-05-30	170000
Participant contributions to plan in this plan year	2024-05-30	82426
Other income to plan in this plan year	2024-05-30	255977
Plan net income in this plan year	2024-05-30	401166
Net assets as of the end of the plan year	2024-05-30	1805795
Net assets as of the beginning of the plan year	2024-05-30	1404629
Employer contributions to plan in this plan year	2024-05-30	71084
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-30	8321
2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-14	6447
Net assets as of the end of the plan year	2022-07-14	1408297
Total assets as of the beginning of the plan year	2022-07-14	1011805
Value of plan covered by a fidelity bond	2022-07-14	140000
Participant contributions to plan in this plan year	2022-07-14	71500
Other income to plan in this plan year	2022-07-14	265456
Plan net income in this plan year	2022-07-14	396492
Net assets as of the end of the plan year	2022-07-14	1408297
Net assets as of the beginning of the plan year	2022-07-14	1011805
Employer contributions to plan in this plan year	2022-07-14	65983
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-14	6447

Potentially related plans

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Company Name:	BROWN WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	202441232
NAIC Classification:	523900

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	168646

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	JEFF EHLERS	2013-08-14
003	2011-01-01	D. TAYLOR WELCH	2012-10-12