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PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN 401k Plan overview

Plan NamePERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN
Plan identification number 001

PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

PERSONAL WEALTH ADVISORY, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERSONAL WEALTH ADVISORY, LLC
Employer identification number (EIN):134226075
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER MILLER2024-06-06
0012022-01-01CHRISTOPHER MILLER2023-06-28
0012021-01-01CHRISTOPHER MILLER2022-06-29
0012020-01-01CHRISTOPHER MILLER2021-07-23
0012019-01-01CHRISTOPHER MILLER2020-06-17
0012018-01-01P. ALAN LOSS2019-05-28
0012017-01-01P. ALAN LOSS2018-07-27
0012017-01-01P. ALAN LOSS2019-04-08
0012016-01-01P. ALAN LOSS2017-05-30
0012015-01-01P. ALAN LOSS2016-06-23
0012014-01-01P. ALAN LOSS2015-05-27
0012013-01-01P. ALAN LOSS2014-07-18
0012012-01-01P. ALAN LOSS2013-06-26
0012011-01-01P. ALAN LOSS2012-07-25
0012010-01-01P. ALAN LOSS2011-07-28

Financial Data on PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN

Measure Date Value
2025 : PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-0945475
Net assets as of the end of the plan year2025-07-093597487
Total assets as of the beginning of the plan year2025-07-093154323
Value of plan covered by a fidelity bond2025-07-09315432
Participant contributions to plan in this plan year2025-07-0989636
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-09360269
Plan net income in this plan year2025-07-09443164
Net assets as of the end of the plan year2025-07-093597487
Net assets as of the beginning of the plan year2025-07-093154323
Employer contributions to plan in this plan year2025-07-0938734
Fees paid to broker by Benefit Provider2025-07-09148
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-09100
2024 : PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-060
Total expenses incurred by plan in this plan year2024-06-062626
Net assets as of the end of the plan year2024-06-063154323
Total assets as of the beginning of the plan year2024-06-062566488
Value of plan covered by a fidelity bond2024-06-06256649
Participant contributions to plan in this plan year2024-06-06100704
Other income to plan in this plan year2024-06-06414838
Plan net income in this plan year2024-06-06587835
Net assets as of the end of the plan year2024-06-063154323
Net assets as of the beginning of the plan year2024-06-062566488
Employer contributions to plan in this plan year2024-06-0674919
Fees paid to broker by Benefit Provider2024-06-0684
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0650
2022 : PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-290
Total liabilities as of the end of the plan year2022-06-290
Total liabilities as of the beginning of the plan year2022-06-290
Total expenses incurred by plan in this plan year2022-06-2948837
Net assets as of the end of the plan year2022-06-293887093
Total assets as of the beginning of the plan year2022-06-293349903
Value of plan covered by a fidelity bond2022-06-29388709
Participant contributions to plan in this plan year2022-06-29131886
Other expenses paid from plan in this plan year2022-06-290
Other contributions to plan in this plan year2022-06-2925793
Other income to plan in this plan year2022-06-29360546
Plan net income in this plan year2022-06-29537190
Net assets as of the end of the plan year2022-06-293887093
Net assets as of the beginning of the plan year2022-06-293349903
Employer contributions to plan in this plan year2022-06-2967802
Fees paid to broker by Benefit Provider2022-06-291227
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2950

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