IRON HORSE WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRON HORSE WEALTH MANAGEMENT, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : IRON HORSE WEALTH MANAGEMENT, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-05-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-14 | 0 |
| Net assets as of the end of the plan year | 2025-05-14 | 1212892 |
| Total assets as of the beginning of the plan year | 2025-05-14 | 925314 |
| Value of plan covered by a fidelity bond | 2025-05-14 | 100000 |
| Participant contributions to plan in this plan year | 2025-05-14 | 91644 |
| Other income to plan in this plan year | 2025-05-14 | 151889 |
| Plan net income in this plan year | 2025-05-14 | 287578 |
| Net assets as of the end of the plan year | 2025-05-14 | 1212892 |
| Net assets as of the beginning of the plan year | 2025-05-14 | 925314 |
| Employer contributions to plan in this plan year | 2025-05-14 | 44045 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-14 | 0 |
| 2024 : IRON HORSE WEALTH MANAGEMENT, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-12 | 0 |
| Net assets as of the end of the plan year | 2024-06-12 | 925314 |
| Total assets as of the beginning of the plan year | 2024-06-12 | 680908 |
| Value of plan covered by a fidelity bond | 2024-06-12 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-12 | 82504 |
| Other income to plan in this plan year | 2024-06-12 | 126381 |
| Plan net income in this plan year | 2024-06-12 | 244406 |
| Net assets as of the end of the plan year | 2024-06-12 | 925314 |
| Net assets as of the beginning of the plan year | 2024-06-12 | 680908 |
| Employer contributions to plan in this plan year | 2024-06-12 | 35521 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-12 | 0 |
| 2022 : IRON HORSE WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-06-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-07 | 0 |
| Net assets as of the end of the plan year | 2022-06-07 | 708773 |
| Total assets as of the beginning of the plan year | 2022-06-07 | 529573 |
| Value of plan covered by a fidelity bond | 2022-06-07 | 100000 |
| Participant contributions to plan in this plan year | 2022-06-07 | 53216 |
| Other income to plan in this plan year | 2022-06-07 | 105291 |
| Plan net income in this plan year | 2022-06-07 | 179200 |
| Net assets as of the end of the plan year | 2022-06-07 | 708773 |
| Net assets as of the beginning of the plan year | 2022-06-07 | 529573 |
| Employer contributions to plan in this plan year | 2022-06-07 | 20693 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-07 | 0 |
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