GLOBAL WEALTH RETIREMENT PLANNING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GLOBAL WEALTH MANAGEMENT 401(K) PLAN
Measure | Date | Value |
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2020: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 12 |
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 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 27 |
Number of participants with account balances | 2020-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 9 |
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 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 27 |
Number of participants with account balances | 2019-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 26 |
Number of participants with account balances | 2018-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
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 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 20 |
Number of participants with account balances | 2017-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
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 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 15 |
Number of participants with account balances | 2016-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 12 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
Measure | Date | Value |
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2020 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $229,705 |
Expenses. Total of all expenses incurred | 2020-12-31 | $127,801 |
Benefits paid (including direct rollovers) | 2020-12-31 | $125,332 |
Total plan assets at end of year | 2020-12-31 | $498,327 |
Total plan assets at beginning of year | 2020-12-31 | $396,423 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $99,159 |
Other income received | 2020-12-31 | $81,978 |
Net income (gross income less expenses) | 2020-12-31 | $101,904 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $498,327 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $396,423 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $48,568 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,469 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $217,872 |
Expenses. Total of all expenses incurred | 2019-12-31 | $63,837 |
Benefits paid (including direct rollovers) | 2019-12-31 | $61,406 |
Total plan assets at end of year | 2019-12-31 | $396,423 |
Total plan assets at beginning of year | 2019-12-31 | $242,388 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $85,312 |
Other income received | 2019-12-31 | $84,923 |
Net income (gross income less expenses) | 2019-12-31 | $154,035 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $396,423 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $242,388 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $47,637 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,431 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $95,310 |
Expenses. Total of all expenses incurred | 2018-12-31 | $12,877 |
Benefits paid (including direct rollovers) | 2018-12-31 | $11,645 |
Total plan assets at end of year | 2018-12-31 | $242,388 |
Total plan assets at beginning of year | 2018-12-31 | $159,955 |
Value of fidelity bond covering the plan | 2018-12-31 | $25,000 |
Total contributions received or receivable from participants | 2018-12-31 | $106,078 |
Other income received | 2018-12-31 | $-17,375 |
Net income (gross income less expenses) | 2018-12-31 | $82,433 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $242,388 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $159,955 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $6,607 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,232 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $120,763 |
Expenses. Total of all expenses incurred | 2017-12-31 | $9,161 |
Benefits paid (including direct rollovers) | 2017-12-31 | $8,351 |
Total plan assets at end of year | 2017-12-31 | $159,955 |
Total plan assets at beginning of year | 2017-12-31 | $48,353 |
Value of fidelity bond covering the plan | 2017-12-31 | $25,000 |
Total contributions received or receivable from participants | 2017-12-31 | $66,455 |
Other income received | 2017-12-31 | $16,802 |
Net income (gross income less expenses) | 2017-12-31 | $111,602 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $159,955 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $48,353 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $37,506 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $810 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $24,125 |
Expenses. Total of all expenses incurred | 2016-12-31 | $157 |
Total plan assets at end of year | 2016-12-31 | $48,353 |
Total plan assets at beginning of year | 2016-12-31 | $24,385 |
Value of fidelity bond covering the plan | 2016-12-31 | $25,000 |
Total contributions received or receivable from participants | 2016-12-31 | $14,792 |
Other income received | 2016-12-31 | $9,333 |
Net income (gross income less expenses) | 2016-12-31 | $23,968 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $48,353 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $24,385 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $157 |
2015 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $21,715 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,587 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,315 |
Total plan assets at end of year | 2015-12-31 | $24,385 |
Total plan assets at beginning of year | 2015-12-31 | $4,257 |
Value of fidelity bond covering the plan | 2015-12-31 | $25,000 |
Total contributions received or receivable from participants | 2015-12-31 | $9,809 |
Other income received | 2015-12-31 | $-116 |
Net income (gross income less expenses) | 2015-12-31 | $20,128 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $24,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,257 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $12,022 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $272 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2020: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 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 | 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: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 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 | 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: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2018 form 5500 responses |
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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: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2017 form 5500 responses |
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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: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2016 form 5500 responses |
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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: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2015 form 5500 responses |
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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 |