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PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST 401k Plan overview

Plan NamePEACEHAVEN ADVISORY GROUP RETIREMENT TRUST
Plan identification number 001

PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PEACEHAVEN ADVISORY GROUP has sponsored the creation of one or more 401k plans.

Company Name:PEACEHAVEN ADVISORY GROUP
Employer identification number (EIN):203957928
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-04-14PLAN SPONSOR2024-08-26

Plan Statistics for PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST

401k plan membership statisitcs for PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST

Measure Date Value
2025: PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-311
Total number of particpants at end of year2025-07-312
Number of Participants With Account Balances2025-07-312
2024: PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-260
Total number of particpants at end of year2024-08-261
Number of Participants With Account Balances2024-08-261

Financial Data on PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST

Measure Date Value
2025 : PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3112
Net assets as of the end of the plan year2025-07-3162067
Total assets as of the beginning of the plan year2025-07-3135619
Value of plan covered by a fidelity bond2025-07-3130000
Participant contributions to plan in this plan year2025-07-3118826
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-315778
Plan net income in this plan year2025-07-3126448
Net assets as of the end of the plan year2025-07-3162067
Net assets as of the beginning of the plan year2025-07-3135619
Employer contributions to plan in this plan year2025-07-311856
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3112
2024 : PEACEHAVEN ADVISORY GROUP RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-263
Net assets as of the end of the plan year2024-08-2635619
Total assets as of the beginning of the plan year2024-08-260
Value of plan covered by a fidelity bond2024-08-2630000
Participant contributions to plan in this plan year2024-08-2630000
Value of participant loans at end of plan year2024-08-260
Other contributions to plan in this plan year2024-08-260
Other income to plan in this plan year2024-08-264422
Plan net income in this plan year2024-08-2635619
Net assets as of the end of the plan year2024-08-2635619
Net assets as of the beginning of the plan year2024-08-260
Employer contributions to plan in this plan year2024-08-261200
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-263

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