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NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameNEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN
Plan identification number 001

NEW YORK WEALTH MANAGEMENT, LLC 401K 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:NEW YORK WEALTH MANAGEMENT, LLC
Employer identification number (EIN):270339461
NAIC Classification:522220
NAIC Description:Sales Financing

Additional information about NEW YORK WEALTH MANAGEMENT, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2009-06-08
Company Identification Number: 3819687
Legal Registered Office Address: ATTN GLENN FISCHER
401 FRANKLIN AVFE STE 320
GARDEN CITY
United States of America (USA)
11530

More information about NEW YORK WEALTH MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01CHRISTINA BERARDI2018-05-29 GLENN FISCHER2018-05-29
0012016-01-01CHRISTINA BERARDI2017-06-30 GLENN FISCHER2017-06-30
0012015-01-01CHRISTINA BERARDI2016-10-17 GLENN FISCHER2016-10-17
0012014-01-01CHRISTINA BERARDI2015-07-30
0012013-01-01CHRISTINA BERARDI2014-10-02
0012012-01-01CHRISTINA BERARDI2013-05-23
0012011-01-01CHRISTINA BERARDI2012-06-14 CHRISTINA BERARDI2012-06-14
0012010-01-01CHRISTINA BERARDI2011-09-29 CHRISTINA BERARDI2011-09-29

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