401k Plan data: RETIREMENT WEALTH SPECIALISTS, INC. PROFIT SHARING PLAN plan

RETIREMENT WEALTH SPECIALISTS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	RETIREMENT WEALTH SPECIALISTS, INC. PROFIT SHARING PLAN
Plan identification number	001

RETIREMENT WEALTH SPECIALISTS, INC. PROFIT SHARING 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
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

RETIREMENT WEALTH SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: RETIREMENT WEALTH SPECIALISTS, INC.

Employer identification number (EIN): 455388901

NAIC Classification: 523900

Additional information about RETIREMENT WEALTH SPECIALISTS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-06-14

Company Identification Number: P12000053840

Legal Registered Office Address: 407 WEKIVA SPRINGS ROAD SUITE 247

LONGWOOD

32779

More information about RETIREMENT WEALTH SPECIALISTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT WEALTH SPECIALISTS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 MITCHELL WALK 2021-10-08 MITCHELL WALK 2021-10-08
001 2019-01-01 MITCHELL WALK 2020-10-06 MITCHELL WALK 2020-10-06
001 2018-01-01 MITCHELL WALK 2019-10-12 MITCHELL WALK 2019-10-12
001 2017-01-01 BRUCE UDELL 2018-09-28 BRUCE UDELL 2018-09-28
001 2016-01-01 BRUCE UDELL 2018-01-16 BRUCE UDELL 2018-01-16
001 2015-01-01 MITCH WALK 2017-01-17 MITCH WALK 2017-01-17
001 2014-01-01 MITCHELL WALK 2015-09-30 MITCHELL WALK 2015-09-30
001 2013-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	MITCHELL WALK	2021-10-08	MITCHELL WALK	2021-10-08
001	2019-01-01	MITCHELL WALK	2020-10-06	MITCHELL WALK	2020-10-06
001	2018-01-01	MITCHELL WALK	2019-10-12	MITCHELL WALK	2019-10-12
001	2017-01-01	BRUCE UDELL	2018-09-28	BRUCE UDELL	2018-09-28
001	2016-01-01	BRUCE UDELL	2018-01-16	BRUCE UDELL	2018-01-16
001	2015-01-01	MITCH WALK	2017-01-17	MITCH WALK	2017-01-17
001	2014-01-01	MITCHELL WALK	2015-09-30	MITCHELL WALK	2015-09-30
001	2013-01-01

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Company Name:	RETIREMENT WEALTH SPECIALISTS, INC.
Employer identification number (EIN):	455388901
NAIC Classification:	523900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-06-14
Company Identification Number:	P12000053840
Legal Registered Office Address:	407 WEKIVA SPRINGS ROAD SUITE 247 LONGWOOD 32779