Logo

IRON HORSE WEALTH STRATEGIES 401(K) PLAN 401k Plan overview

Plan NameIRON HORSE WEALTH STRATEGIES 401(K) PLAN
Plan identification number 001

IRON HORSE WEALTH STRATEGIES 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

IRON HORSE WEALTH STRATEGIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:IRON HORSE WEALTH STRATEGIES, LLC
Employer identification number (EIN):474886263
NAIC Classification:523900

Additional information about IRON HORSE WEALTH STRATEGIES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2015-08-26
Company Identification Number: L15000146075
Legal Registered Office Address: 3000 LANGLEY AVE

PENSACOLA

32504

More information about IRON HORSE WEALTH STRATEGIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON HORSE WEALTH STRATEGIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FREDERICK A. LAMBERT, II2024-07-03
0012022-01-01FREDERICK A. LAMBERT, II2023-06-01
0012021-01-01FREDERICK A. LAMBERT, II2022-07-18
0012020-01-01FREDERICK A. LAMBERT, II2021-04-19
0012019-01-01FREDERICK A. LAMBERT, II2020-05-06
0012018-01-01FREDERICK A. LAMBERT, II2019-05-09
0012017-01-01FREDERICK A. LAMBERT, II2018-10-08
0012016-01-01FREDERICK A. LAMBERT, II2017-10-02

Financial Data on IRON HORSE WEALTH STRATEGIES 401(K) PLAN

Measure Date Value
2025 : IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-108575
Net assets as of the end of the plan year2025-04-10704807
Total assets as of the beginning of the plan year2025-04-10571296
Participant contributions to plan in this plan year2025-04-1025983
Other contributions to plan in this plan year2025-04-1033266
Other income to plan in this plan year2025-04-1074566
Plan net income in this plan year2025-04-10133511
Net assets as of the end of the plan year2025-04-10704807
Net assets as of the beginning of the plan year2025-04-10571296
Employer contributions to plan in this plan year2025-04-108271
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-101417
2024 : IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-031065
Net assets as of the end of the plan year2024-07-03571296
Total assets as of the beginning of the plan year2024-07-03444805
Participant contributions to plan in this plan year2024-07-038050
Value of participant loans at end of plan year2024-07-030
Other income to plan in this plan year2024-07-03111816
Plan net income in this plan year2024-07-03126491
Net assets as of the end of the plan year2024-07-03571296
Net assets as of the beginning of the plan year2024-07-03444805
Employer contributions to plan in this plan year2024-07-037690
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-031065
2022 : IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-182187
Net assets as of the end of the plan year2022-07-18845180
Total assets as of the beginning of the plan year2022-07-18534580
Value of plan covered by a fidelity bond2022-07-1850000
Participant contributions to plan in this plan year2022-07-1810560
Value of participant loans at end of plan year2022-07-1817288
Other contributions to plan in this plan year2022-07-18302462
Other income to plan in this plan year2022-07-18-2372
Plan net income in this plan year2022-07-18310600
Net assets as of the end of the plan year2022-07-18845180
Net assets as of the beginning of the plan year2022-07-18534580
Employer contributions to plan in this plan year2022-07-182137
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-181745

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1