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| Plan Name | WEALTH ADVISORY GROUP, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WEALTH ADVISORY GROUP, INC. |
| Employer identification number (EIN): | 202597134 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | TODD CARDEN | 2023-02-21 | TODD CARDEN | 2023-02-21 |
| 001 | 2021-01-01 | BARRY HILL | 2022-07-20 | BARRY HILL | 2022-07-20 |
| 001 | 2020-01-01 | BARRY HILL | 2021-10-08 | BARRY HILL | 2021-10-08 |
| 001 | 2019-01-01 | TODD CARDEN | 2020-07-09 | TODD CARDEN | 2020-07-09 |
| 001 | 2018-01-01 | TODD CARDEN | 2019-10-09 | TODD CARDEN | 2019-10-09 |
| 001 | 2017-01-01 | TODD CARDEN | 2018-04-27 | TODD CARDEN | 2018-04-27 |
| 001 | 2016-01-01 | TODD CARDEN | 2017-05-15 | TODD CARDEN | 2017-05-15 |
| 001 | 2015-01-01 | TODD CARDEN | 2016-07-14 | TODD CARDEN | 2016-07-14 |
| 001 | 2014-01-01 | TODD CARDEN | 2015-05-01 | TODD CARDEN | 2015-05-01 |
| 001 | 2013-01-01 | TODD CARDEN | 2014-08-05 | TODD CARDEN | 2014-08-05 |
| 001 | 2012-01-01 | TODD CARDEN | 2013-07-29 | TODD CARDEN | 2013-07-29 |
| 001 | 2011-01-01 | TODD CARDEN | 2012-07-31 | ||
| 001 | 2010-01-01 | TODD CARDEN | 2011-09-16 | TODD CARDEN | 2011-09-16 |
| Measure | Date | Value |
|---|---|---|
| 2008 : WEALTH ADVISORY GROUP, INC. 401(K) PLAN 2008 401k financial data | ||
| Total plan liabilities at end of year | 2008-12-31 | $0 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $110,519 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $27,906 |
| Total plan assets at end of year | 2008-12-31 | $82,613 |
| Total plan assets at beginning of year | 2008-12-31 | $0 |
| Total contributions received or receivable from participants | 2008-12-31 | $29,618 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $27,906 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $71,503 |
| Other income received | 2008-12-31 | $2,224 |
| Net income (gross income less expenses) | 2008-12-31 | $82,613 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $82,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $7,174 |
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