PROSPERITY WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROSPERITY WEALTH MANAGEMENT PSP
| Measure | Date | Value |
|---|
| 2025 : PROSPERITY WEALTH MANAGEMENT PSP 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-01-07 | -73500 |
| Total expenses incurred by plan in this plan year | 2025-01-07 | 339327 |
| Net assets as of the end of the plan year | 2025-01-07 | 300013 |
| Total assets as of the beginning of the plan year | 2025-01-07 | 643347 |
| Participant contributions to plan in this plan year | 2025-01-07 | 39285 |
| Other income to plan in this plan year | 2025-01-07 | 3253 |
| Plan net income in this plan year | 2025-01-07 | -269834 |
| Net assets as of the end of the plan year | 2025-01-07 | 373513 |
| Net assets as of the beginning of the plan year | 2025-01-07 | 643347 |
| Employer contributions to plan in this plan year | 2025-01-07 | 26955 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-07 | 187 |
| 2024 : PROSPERITY WEALTH MANAGEMENT PSP 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-01-02 | 703 |
| Net assets as of the end of the plan year | 2024-01-02 | 643347 |
| Total assets as of the beginning of the plan year | 2024-01-02 | 527939 |
| Participant contributions to plan in this plan year | 2024-01-02 | 43782 |
| Other expenses paid from plan in this plan year | 2024-01-02 | 703 |
| Other income to plan in this plan year | 2024-01-02 | 43978 |
| Plan net income in this plan year | 2024-01-02 | 115408 |
| Net assets as of the end of the plan year | 2024-01-02 | 643347 |
| Net assets as of the beginning of the plan year | 2024-01-02 | 527939 |
| Employer contributions to plan in this plan year | 2024-01-02 | 28351 |
| 2022 : PROSPERITY WEALTH MANAGEMENT PSP 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-01-03 | 2512 |
| Net assets as of the end of the plan year | 2022-01-03 | 663680 |
| Total assets as of the beginning of the plan year | 2022-01-03 | 586353 |
| Participant contributions to plan in this plan year | 2022-01-03 | 18486 |
| Value of participant loans at end of plan year | 2022-01-03 | 24912 |
| Other contributions to plan in this plan year | 2022-01-03 | 0 |
| Other income to plan in this plan year | 2022-01-03 | 46168 |
| Plan net income in this plan year | 2022-01-03 | 77327 |
| Net assets as of the end of the plan year | 2022-01-03 | 663680 |
| Net assets as of the beginning of the plan year | 2022-01-03 | 586353 |
| Employer contributions to plan in this plan year | 2022-01-03 | 15185 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-01-03 | 2512 |
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