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| Plan Name | CALVARY WEALTH, LLC 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PRESTON & CLEVELAND WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 201157888 |
| NAIC Classification: | 238300 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024 : CALVARY WEALTH, LLC 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-09-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-26 | 940230 |
| Net assets as of the end of the plan year | 2024-09-26 | 0 |
| Total assets as of the beginning of the plan year | 2024-09-26 | 827043 |
| Participant contributions to plan in this plan year | 2024-09-26 | 11250 |
| Other contributions to plan in this plan year | 2024-09-26 | 45942 |
| Other income to plan in this plan year | 2024-09-26 | 55995 |
| Plan net income in this plan year | 2024-09-26 | -827043 |
| Net assets as of the end of the plan year | 2024-09-26 | 0 |
| Net assets as of the beginning of the plan year | 2024-09-26 | 827043 |
| Employer contributions to plan in this plan year | 2024-09-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-26 | 0 |
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