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GLOBAL WEALTH MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NameGLOBAL WEALTH MANAGEMENT 401(K) PLAN
Plan identification number 001

GLOBAL WEALTH MANAGEMENT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

GLOBAL WEALTH RETIREMENT PLANNING, LLC has sponsored the creation of one or more 401k plans.

Company Name:GLOBAL WEALTH RETIREMENT PLANNING, LLC
Employer identification number (EIN):452042362
NAIC Classification:523900

Additional information about GLOBAL WEALTH RETIREMENT PLANNING, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2051538

More information about GLOBAL WEALTH RETIREMENT PLANNING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLOBAL WEALTH MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK O'FFILL2023-07-10
0012021-01-01MARK O'FFILL2022-06-16
0012020-01-01
0012019-01-01
0012018-01-01MARK O'FFILL
0012017-01-01GREGORY ROBERTS
0012016-01-01GREGORY ROBERTS
0012015-01-01GREGORY ROBERTS
0012014-01-01LES REVZON2015-03-06

Plan Statistics for GLOBAL WEALTH MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for GLOBAL WEALTH MANAGEMENT 401(K) PLAN

Measure Date Value
2020: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0130
Total number of active participants reported on line 7a of the Form 55002020-01-0115
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0127
Number of participants with account balances2020-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0126
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0127
Number of participants with account balances2019-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-0123
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0126
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0120
Number of participants with account balances2017-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013

Financial Data on GLOBAL WEALTH MANAGEMENT 401(K) PLAN

Measure Date Value
2020 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$229,705
Expenses. Total of all expenses incurred2020-12-31$127,801
Benefits paid (including direct rollovers)2020-12-31$125,332
Total plan assets at end of year2020-12-31$498,327
Total plan assets at beginning of year2020-12-31$396,423
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$99,159
Other income received2020-12-31$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 securities2020-12-31$0
2019 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$217,872
Expenses. Total of all expenses incurred2019-12-31$63,837
Benefits paid (including direct rollovers)2019-12-31$61,406
Total plan assets at end of year2019-12-31$396,423
Total plan assets at beginning of year2019-12-31$242,388
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$85,312
Other income received2019-12-31$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 securities2019-12-31$0
2018 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$95,310
Expenses. Total of all expenses incurred2018-12-31$12,877
Benefits paid (including direct rollovers)2018-12-31$11,645
Total plan assets at end of year2018-12-31$242,388
Total plan assets at beginning of year2018-12-31$159,955
Value of fidelity bond covering the plan2018-12-31$25,000
Total contributions received or receivable from participants2018-12-31$106,078
Other income received2018-12-31$-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 securities2018-12-31$0
2017 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$120,763
Expenses. Total of all expenses incurred2017-12-31$9,161
Benefits paid (including direct rollovers)2017-12-31$8,351
Total plan assets at end of year2017-12-31$159,955
Total plan assets at beginning of year2017-12-31$48,353
Value of fidelity bond covering the plan2017-12-31$25,000
Total contributions received or receivable from participants2017-12-31$66,455
Other income received2017-12-31$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 securities2017-12-31$0
2016 : GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$24,125
Expenses. Total of all expenses incurred2016-12-31$157
Total plan assets at end of year2016-12-31$48,353
Total plan assets at beginning of year2016-12-31$24,385
Value of fidelity bond covering the plan2016-12-31$25,000
Total contributions received or receivable from participants2016-12-31$14,792
Other income received2016-12-31$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
Total income from all sources2015-12-31$21,715
Expenses. Total of all expenses incurred2015-12-31$1,587
Benefits paid (including direct rollovers)2015-12-31$1,315
Total plan assets at end of year2015-12-31$24,385
Total plan assets at beginning of year2015-12-31$4,257
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$9,809
Other income received2015-12-31$-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 securities2015-12-31$0

Form 5500 Responses for GLOBAL WEALTH MANAGEMENT 401(K) PLAN

2020: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GLOBAL WEALTH MANAGEMENT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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