| Plan Name | GREAT LAKES WEALTH LLC 401 K PROFIT SHARING PLAN TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | GREAT LAKES WEALTH LLC |
| Employer identification number (EIN): | 474672827 |
| NAIC Classification: | 523900 |
Additional information about GREAT LAKES WEALTH LLC
| Jurisdiction of Incorporation: | Michigan Department of Licensing & Regulatory Affairs |
| Incorporation Date: | |
| Company Identification Number: | E6670M |
More information about GREAT LAKES WEALTH LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ALEXIS MIDDLE | 2023-10-10 | ||
| 001 | 2021-01-01 | CARMELA EASTIN | 2022-06-14 | ||
| 001 | 2020-01-01 | CARMELA EASTIN | 2021-06-29 | ||
| 001 | 2019-01-01 | CARMELA EASTIN | 2020-06-10 | ||
| 001 | 2018-01-01 | CARMELA EASTIN | 2019-05-24 | ||
| 001 | 2017-01-01 | CARMELA EASTIN | 2018-06-07 |
| Measure | Date | Value |
|---|---|---|
| 2025 : GREAT LAKES WEALTH LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-14 | 35712 |
| Net assets as of the end of the plan year | 2025-10-14 | 179068 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 167339 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 10000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 31279 |
| Other income to plan in this plan year | 2025-10-14 | 16162 |
| Plan net income in this plan year | 2025-10-14 | 11729 |
| Net assets as of the end of the plan year | 2025-10-14 | 179068 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 167339 |
| Employer contributions to plan in this plan year | 2025-10-14 | 0 |
| Fees paid to broker by Benefit Provider | 2025-10-14 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 125 |