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KAISER WEALTH MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NameKAISER WEALTH MANAGEMENT 401(K) PLAN
Plan identification number 001

KAISER WEALTH MANAGEMENT 401(K) PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KAISER WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:KAISER WEALTH MANAGEMENT
Employer identification number (EIN):830323333
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER WEALTH MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAN BISHOP2024-07-08
0012022-01-01TODD BISHOP2023-08-29
0012021-01-01TODD BISHOP2022-04-13
0012020-01-01TODD BISHOP2021-09-27
0012019-01-01TODD BISHOP2020-03-26
0012018-01-01TODD BISHOP2019-03-12
0012017-01-01TODD BISHOP2018-02-08

Plan Statistics for KAISER WEALTH MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for KAISER WEALTH MANAGEMENT 401(K) PLAN

Measure Date Value
2025: KAISER WEALTH MANAGEMENT 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-282
Total number of particpants at end of year2025-07-282
Number of Participants With Account Balances2025-07-282
2024: KAISER WEALTH MANAGEMENT 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-082
Total number of particpants at end of year2024-07-082
Number of Participants With Account Balances2024-07-082
2022: KAISER WEALTH MANAGEMENT 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-133
Total number of particpants at end of year2022-04-132
Number of Participants With Account Balances2022-04-132

Financial Data on KAISER WEALTH MANAGEMENT 401(K) PLAN

Measure Date Value
2025 : KAISER WEALTH MANAGEMENT 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-283119
Net assets as of the end of the plan year2025-07-281522692
Total assets as of the beginning of the plan year2025-07-281353416
Value of plan covered by a fidelity bond2025-07-28300000
Participant contributions to plan in this plan year2025-07-2827080
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28136460
Plan net income in this plan year2025-07-28169276
Net assets as of the end of the plan year2025-07-281522692
Net assets as of the beginning of the plan year2025-07-281353416
Employer contributions to plan in this plan year2025-07-288855
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-283119
2024 : KAISER WEALTH MANAGEMENT 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-080
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-082734
Net assets as of the end of the plan year2024-07-081353416
Total assets as of the beginning of the plan year2024-07-081158681
Value of plan covered by a fidelity bond2024-07-08300000
Participant contributions to plan in this plan year2024-07-0845176
Other expenses paid from plan in this plan year2024-07-080
Other contributions to plan in this plan year2024-07-080
Other income to plan in this plan year2024-07-08143081
Plan net income in this plan year2024-07-08194735
Net assets as of the end of the plan year2024-07-081353416
Net assets as of the beginning of the plan year2024-07-081158681
Employer contributions to plan in this plan year2024-07-089212
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-082734
2022 : KAISER WEALTH MANAGEMENT 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-1385793
Net assets as of the end of the plan year2022-04-131237778
Total assets as of the beginning of the plan year2022-04-131137273
Value of plan covered by a fidelity bond2022-04-13200000
Participant contributions to plan in this plan year2022-04-1352000
Other income to plan in this plan year2022-04-1378398
Plan net income in this plan year2022-04-13100505
Net assets as of the end of the plan year2022-04-131237778
Net assets as of the beginning of the plan year2022-04-131137273
Employer contributions to plan in this plan year2022-04-1355900
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-132604

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