SGH WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SGH WEALTH MANAGEMENT 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SGH WEALTH MANAGEMENT 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-05-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-15 | 475584 |
| Net assets as of the end of the plan year | 2025-05-15 | 382907 |
| Total assets as of the beginning of the plan year | 2025-05-15 | 577268 |
| Value of plan covered by a fidelity bond | 2025-05-15 | 38615 |
| Participant contributions to plan in this plan year | 2025-05-15 | 113918 |
| Other income to plan in this plan year | 2025-05-15 | 133677 |
| Plan net income in this plan year | 2025-05-15 | -194361 |
| Net assets as of the end of the plan year | 2025-05-15 | 382907 |
| Net assets as of the beginning of the plan year | 2025-05-15 | 577268 |
| Employer contributions to plan in this plan year | 2025-05-15 | 33628 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-15 | 1472 |
| 2024 : SGH WEALTH MANAGEMENT 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-25 | 37117 |
| Net assets as of the end of the plan year | 2024-07-25 | 577268 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 386145 |
| Participant contributions to plan in this plan year | 2024-07-25 | 95561 |
| Other expenses paid from plan in this plan year | 2024-07-25 | 0 |
| Other contributions to plan in this plan year | 2024-07-25 | 0 |
| Other income to plan in this plan year | 2024-07-25 | 108355 |
| Plan net income in this plan year | 2024-07-25 | 191123 |
| Net assets as of the end of the plan year | 2024-07-25 | 577268 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 386145 |
| Employer contributions to plan in this plan year | 2024-07-25 | 24324 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 240 |
| 2022 : SGH WEALTH MANAGEMENT 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-18 | 12857 |
| Net assets as of the end of the plan year | 2022-07-18 | 359970 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 243500 |
| Participant contributions to plan in this plan year | 2022-07-18 | 66320 |
| Other income to plan in this plan year | 2022-07-18 | 60902 |
| Plan net income in this plan year | 2022-07-18 | 116470 |
| Net assets as of the end of the plan year | 2022-07-18 | 359970 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 243500 |
| Employer contributions to plan in this plan year | 2022-07-18 | 2105 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 120 |
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