PERMIAN WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERMIAN WEALTH MANAGEMENT RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : PERMIAN WEALTH MANAGEMENT RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-01-15 | 5080 |
| Net assets as of the end of the plan year | 2025-01-15 | 302384 |
| Total assets as of the beginning of the plan year | 2025-01-15 | 216048 |
| Participant contributions to plan in this plan year | 2025-01-15 | 39750 |
| Other income to plan in this plan year | 2025-01-15 | 38455 |
| Plan net income in this plan year | 2025-01-15 | 86336 |
| Net assets as of the end of the plan year | 2025-01-15 | 302384 |
| Net assets as of the beginning of the plan year | 2025-01-15 | 216048 |
| Employer contributions to plan in this plan year | 2025-01-15 | 13211 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-15 | 105 |
| 2024 : PERMIAN WEALTH MANAGEMENT RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-02-01 | 1080 |
| Net assets as of the end of the plan year | 2024-02-01 | 216048 |
| Total assets as of the beginning of the plan year | 2024-02-01 | 121900 |
| Participant contributions to plan in this plan year | 2024-02-01 | 41040 |
| Other income to plan in this plan year | 2024-02-01 | 39869 |
| Plan net income in this plan year | 2024-02-01 | 94148 |
| Net assets as of the end of the plan year | 2024-02-01 | 216048 |
| Net assets as of the beginning of the plan year | 2024-02-01 | 121900 |
| Employer contributions to plan in this plan year | 2024-02-01 | 14319 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-01 | 105 |
| 2022 : PERMIAN WEALTH MANAGEMENT RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-02-04 | 0 |
| Net assets as of the end of the plan year | 2022-02-04 | 99143 |
| Total assets as of the beginning of the plan year | 2022-02-04 | 42786 |
| Participant contributions to plan in this plan year | 2022-02-04 | 34035 |
| Other income to plan in this plan year | 2022-02-04 | 10441 |
| Plan net income in this plan year | 2022-02-04 | 56357 |
| Net assets as of the end of the plan year | 2022-02-04 | 99143 |
| Net assets as of the beginning of the plan year | 2022-02-04 | 42786 |
| Employer contributions to plan in this plan year | 2022-02-04 | 11881 |
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