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Plan Name | PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PRAETORIAN WEALTH MANAGEMENT, INC. |
Employer identification number (EIN): | 262799717 |
NAIC Classification: | 523900 |
Additional information about PRAETORIAN WEALTH MANAGEMENT, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2008-06-16 |
Company Identification Number: | C3150051 |
Legal Registered Office Address: |
3775 Via Nona Marie Ste 220 Carmel United States of America (USA) 93923 |
More information about PRAETORIAN WEALTH MANAGEMENT, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JEROME LEDZINSKI | 2023-06-07 | ||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | JEROME LEDZINSKI | JEROME LEDZINSKI | 2019-05-07 | |
001 | 2017-01-01 | JEROME LEDZINSKI | |||
001 | 2016-01-01 | JEROME LEDZINSKI | JEROME LEDZINSKI | 2017-10-06 | |
001 | 2015-01-01 | JEROME LEDZINSKI |
Measure | Date | Value |
---|---|---|
2021: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 9 |
Number of participants with account balances | 2021-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 9 |
Number of participants with account balances | 2020-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2021 401k financial data | ||
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 | $1,195,376 |
Expenses. Total of all expenses incurred | 2021-12-31 | $200 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $4,896,040 |
Total plan assets at beginning of year | 2021-12-31 | $3,700,864 |
Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
Total contributions received or receivable from participants | 2021-12-31 | $155,461 |
Assets. Value of loans (other than to 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 | $831,716 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,195,176 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,896,040 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,700,864 |
Assets. Value of participant loans | 2021-12-31 | $34,098 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $208,199 |
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 | $200 |
2020 : PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,048,339 |
Expenses. Total of all expenses incurred | 2020-12-31 | $375 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $3,700,864 |
Total plan assets at beginning of year | 2020-12-31 | $2,652,900 |
Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
Total contributions received or receivable from participants | 2020-12-31 | $151,651 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $1,325 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $167,504 |
Other income received | 2020-12-31 | $541,405 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,047,964 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,700,864 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,652,900 |
Assets. Value of participant loans | 2020-12-31 | $43,379 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $187,779 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $375 |
2019 : PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2019 401k financial data | ||
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 | $1,605,735 |
Expenses. Total of all expenses incurred | 2019-12-31 | $163,787 |
Benefits paid (including direct rollovers) | 2019-12-31 | $163,787 |
Total plan assets at end of year | 2019-12-31 | $2,652,900 |
Total plan assets at beginning of year | 2019-12-31 | $1,210,952 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Total contributions received or receivable from participants | 2019-12-31 | $139,373 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $14,687 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $898,988 |
Other income received | 2019-12-31 | $425,872 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,441,948 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,652,900 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,210,952 |
Assets. Value of participant loans | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $141,502 |
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 | $0 |
2018 : PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $50,145 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,210,952 |
Total plan assets at beginning of year | 2018-12-31 | $1,160,807 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $129,000 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $27,528 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-107,713 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $50,145 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,210,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,160,807 |
Assets. Value of participant loans | 2018-12-31 | $2,759 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $28,858 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $653,909 |
Expenses. Total of all expenses incurred | 2017-12-31 | $779 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,160,807 |
Total plan assets at beginning of year | 2017-12-31 | $507,677 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Total contributions received or receivable from participants | 2017-12-31 | $109,075 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $39,950 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $365,036 |
Other income received | 2017-12-31 | $150,689 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $653,130 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,160,807 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $507,677 |
Assets. Value of participant loans | 2017-12-31 | $13,508 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $29,109 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $699 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $80 |
2016 : PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $119,787 |
Expenses. Total of all expenses incurred | 2016-12-31 | $50 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $507,677 |
Total plan assets at beginning of year | 2016-12-31 | $387,940 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $61,150 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $51,886 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $45,495 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $119,737 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $507,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $387,940 |
Assets. Value of participant loans | 2016-12-31 | $23,811 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $13,142 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $50 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $57,408 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $387,940 |
Total plan assets at beginning of year | 2015-12-31 | $330,532 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $46,850 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $60,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-2,072 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $57,408 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $387,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $330,532 |
Assets. Value of participant loans | 2015-12-31 | $33,689 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $12,630 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2021: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2021 form 5500 responses | ||
---|---|---|
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: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
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: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
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 |
2018: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PRAETORIAN WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |