?>
Logo

PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN 401k Plan overview

Plan NamePACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN
Plan identification number 001

PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PACTOLUS PRIVATE WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:PACTOLUS PRIVATE WEALTH MANAGEMENT
Employer identification number (EIN):273438661
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GARY KEDDA2024-06-09
0012022-01-01GARY KEDDA2023-06-02
0012021-01-01GARY KEDDA2022-06-05
0012020-01-01GARY KEDDA2021-06-16
0012019-01-01GARY KEDDA2020-06-30
0012018-01-01GARY KEDDA2019-07-19
0012017-01-01ALAN HARTER2018-06-11 ALAN HARTER2018-06-11
0012016-01-01ALAN HARTER2017-06-30 ALAN2017-06-30
0012015-01-01VICKIE ROTH2016-06-28 VICKIE ROTH2016-06-28
0012014-01-01VICKIE ROTH2015-10-26 ALAN HARTER2015-10-26
0012014-01-01VICKIE ROTH2015-07-09 ALAN HARTER2015-07-09
0012013-01-01VICKIE ROTH2014-07-07 ALAN HARTER2014-07-07
0012012-01-01VICKIE ROTH2013-07-10

Plan Statistics for PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN

401k plan membership statisitcs for PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN

Measure Date Value
2025: PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2815
Total number of particpants at end of year2025-05-2815
Number of Participants With Account Balances2025-05-2815
2024: PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0915
Total number of particpants at end of year2024-06-0915
Number of Participants With Account Balances2024-06-0915

Financial Data on PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN

Measure Date Value
2025 : PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-28335859
Net assets as of the end of the plan year2025-05-281725628
Total assets as of the beginning of the plan year2025-05-281545577
Value of plan covered by a fidelity bond2025-05-28155000
Participant contributions to plan in this plan year2025-05-28234679
Value of participant loans at end of plan year2025-05-2837529
Other income to plan in this plan year2025-05-28157174
Plan net income in this plan year2025-05-28180051
Net assets as of the end of the plan year2025-05-281725628
Net assets as of the beginning of the plan year2025-05-281545577
Employer contributions to plan in this plan year2025-05-28124057
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-288070
2024 : PACTOLUS PRIVATE WEALTH MANAGEMENT 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-09308438
Net assets as of the end of the plan year2024-06-091545577
Total assets as of the beginning of the plan year2024-06-091387571
Value of plan covered by a fidelity bond2024-06-09139000
Participant contributions to plan in this plan year2024-06-09191228
Value of participant loans at end of plan year2024-06-0914598
Other income to plan in this plan year2024-06-09155088
Plan net income in this plan year2024-06-09158006
Net assets as of the end of the plan year2024-06-091545577
Net assets as of the beginning of the plan year2024-06-091387571
Employer contributions to plan in this plan year2024-06-09120128
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-097666

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3