ARGENT WEALTH MANAGEMENT INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022: ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 26 |
Number of participants with account balances | 2021-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 13 |
Total of all active and inactive participants | 2020-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 37 |
Number of participants with account balances | 2020-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
2019: ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
Total of all active and inactive participants | 2019-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 32 |
Number of participants with account balances | 2019-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
Measure | Date | Value |
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2022 : ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-3,782 |
Expenses. Total of all expenses incurred | 2022-12-31 | $682 |
Benefits paid (including direct rollovers) | 2022-12-31 | $607 |
Total plan assets at end of year | 2022-12-31 | $13,587 |
Total plan assets at beginning of year | 2022-12-31 | $18,051 |
Value of fidelity bond covering the plan | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-3,782 |
Net income (gross income less expenses) | 2022-12-31 | $-4,464 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $13,587 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,051 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $75 |
2021 : ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $-443,469 |
Expenses. Total of all expenses incurred | 2021-12-31 | $7,526,512 |
Benefits paid (including direct rollovers) | 2021-12-31 | $7,524,171 |
Total plan assets at end of year | 2021-12-31 | $18,051 |
Total plan assets at beginning of year | 2021-12-31 | $7,988,032 |
Value of fidelity bond covering the plan | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $-443,469 |
Net income (gross income less expenses) | 2021-12-31 | $-7,969,981 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $18,051 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,988,032 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,341 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2020 : ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $2,067,232 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,484,154 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,475,844 |
Total plan assets at end of year | 2020-12-31 | $7,988,032 |
Total plan assets at beginning of year | 2020-12-31 | $7,404,954 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $257,394 |
Other income received | 2020-12-31 | $1,581,125 |
Net income (gross income less expenses) | 2020-12-31 | $583,078 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,988,032 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,404,954 |
Assets. Value of participant loans | 2020-12-31 | $4,008 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $228,713 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $8,310 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,790,463 |
Expenses. Total of all expenses incurred | 2019-12-31 | $108,015 |
Benefits paid (including direct rollovers) | 2019-12-31 | $102,538 |
Total plan assets at end of year | 2019-12-31 | $7,404,954 |
Total plan assets at beginning of year | 2019-12-31 | $5,722,506 |
Value of fidelity bond covering the plan | 2019-12-31 | $0 |
Total contributions received or receivable from participants | 2019-12-31 | $315,303 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $70,604 |
Other income received | 2019-12-31 | $1,287,085 |
Net income (gross income less expenses) | 2019-12-31 | $1,682,448 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,404,954 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,722,506 |
Assets. Value of participant loans | 2019-12-31 | $5,305 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $117,471 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,477 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2022: ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ARGENT WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |