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OAK CREST WEALTH MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NameOAK CREST WEALTH MANAGEMENT 401(K) PLAN
Plan identification number 001

OAK CREST WEALTH MANAGEMENT 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

FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT
Employer identification number (EIN):454464253
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK CREST WEALTH MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KENNETH KENDALL2024-06-04
0012022-01-01KENNETH KENDALL2023-07-11
0012021-01-01KENNETH KENDALL2022-08-18
0012020-01-01KENNETH KENDALL2021-10-11

Plan Statistics for OAK CREST WEALTH MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for OAK CREST WEALTH MANAGEMENT 401(K) PLAN

Measure Date Value
2025: OAK CREST WEALTH MANAGEMENT 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-024
Total number of particpants at end of year2025-07-024
Number of Participants With Account Balances2025-07-024
2024: OAK CREST WEALTH MANAGEMENT 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-044
Total number of particpants at end of year2024-06-044
Number of Participants With Account Balances2024-06-044
2022: OAK CREST WEALTH MANAGEMENT 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-184
Total number of particpants at end of year2022-08-184
Number of Participants With Account Balances2022-08-184

Financial Data on OAK CREST WEALTH MANAGEMENT 401(K) PLAN

Measure Date Value
2025 : OAK CREST WEALTH MANAGEMENT 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-021425
Net assets as of the end of the plan year2025-07-02743911
Total assets as of the beginning of the plan year2025-07-02486635
Value of plan covered by a fidelity bond2025-07-02250000
Participant contributions to plan in this plan year2025-07-0265944
Other income to plan in this plan year2025-07-0284039
Plan net income in this plan year2025-07-02257276
Net assets as of the end of the plan year2025-07-02743911
Net assets as of the beginning of the plan year2025-07-02486635
Employer contributions to plan in this plan year2025-07-02108718
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-021425
2024 : OAK CREST WEALTH MANAGEMENT 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-042493
Net assets as of the end of the plan year2024-06-04486635
Total assets as of the beginning of the plan year2024-06-04262821
Value of plan covered by a fidelity bond2024-06-0430000
Participant contributions to plan in this plan year2024-06-0464612
Other income to plan in this plan year2024-06-0467838
Plan net income in this plan year2024-06-04223814
Net assets as of the end of the plan year2024-06-04486635
Net assets as of the beginning of the plan year2024-06-04262821
Employer contributions to plan in this plan year2024-06-0493857
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-042493
2022 : OAK CREST WEALTH MANAGEMENT 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-18196
Net assets as of the end of the plan year2022-08-18220390
Total assets as of the beginning of the plan year2022-08-1855375
Value of plan covered by a fidelity bond2022-08-1810000
Participant contributions to plan in this plan year2022-08-1845807
Other income to plan in this plan year2022-08-1815658
Plan net income in this plan year2022-08-18165015
Net assets as of the end of the plan year2022-08-18220390
Net assets as of the beginning of the plan year2022-08-1855375
Employer contributions to plan in this plan year2022-08-18103746
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-18196

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