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WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 401k Plan overview

Plan NameWALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN
Plan identification number 001

WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

WALL STREET FINANCIAL ADVISORS, INC has sponsored the creation of one or more 401k plans.

Company Name:WALL STREET FINANCIAL ADVISORS, INC
Employer identification number (EIN):364064506
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about WALL STREET FINANCIAL ADVISORS, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2507063

More information about WALL STREET FINANCIAL ADVISORS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRY MURPHY2024-07-05
0012022-01-01TERRY MURPHY2023-07-06
0012021-01-01TERRY MURPHY2022-05-25
0012020-01-01TERRY MURPHY2021-06-24
0012019-01-01TERRY MURPHY2020-07-28
0012018-01-01TERRY MURPHY2019-04-12 TERRY MURPHY2019-04-09
0012017-01-01TERRY MURPHY2018-07-17 TERRY MURPHY2018-07-11
0012016-01-01TERRY MURPHY2017-06-20 ANNE MARIE WOODRICH2017-06-20
0012015-01-01
0012014-01-01TERRY MURPHY2015-06-26
0012013-01-01TERRY MURPHY2014-04-14 TERRY MURPHY2014-04-14
0012012-01-01TERRY MURPHY2013-07-01 TERRY MURPHY2013-07-01
0012011-01-01TERRY MURPHY2012-08-02 TERRY MURPHY2012-08-02
0012010-01-01TERRY MURPHY2011-04-12 TERRY MURPHY2011-04-12

Financial Data on WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN

Measure Date Value
2025 : WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-05128019
Net assets as of the end of the plan year2025-05-05314844
Total assets as of the beginning of the plan year2025-05-05283330
Value of plan covered by a fidelity bond2025-05-0528333
Participant contributions to plan in this plan year2025-05-0599159
Value of participant loans at end of plan year2025-05-0537218
Other contributions to plan in this plan year2025-05-051078
Other income to plan in this plan year2025-05-0535796
Plan net income in this plan year2025-05-0531514
Net assets as of the end of the plan year2025-05-05314844
Net assets as of the beginning of the plan year2025-05-05283330
Employer contributions to plan in this plan year2025-05-0523500
Fees paid to broker by Benefit Provider2025-05-05733
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0524
2024 : WALL STREET FINANCIAL ADVISORS, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-05370012
Net assets as of the end of the plan year2024-07-05283330
Total assets as of the beginning of the plan year2024-07-05474936
Value of plan covered by a fidelity bond2024-07-0535160
Participant contributions to plan in this plan year2024-07-0586585
Value of participant loans at end of plan year2024-07-0546147
Other income to plan in this plan year2024-07-0568891
Plan net income in this plan year2024-07-05-191606
Net assets as of the end of the plan year2024-07-05283330
Net assets as of the beginning of the plan year2024-07-05474936
Value of contributions failed to transmitted timely2024-07-0512296
Employer contributions to plan in this plan year2024-07-0522930
Fees paid to broker by Benefit Provider2024-07-051327
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0512

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