BOSTONPREMIER WEALTH LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOSTONPREMIER WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : BOSTONPREMIER WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $93,687 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $339,142 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $336,137 |
| Total plan assets at end of year | 2024-01-01 | $160,546 |
| Total plan assets at beginning of year | 2024-01-01 | $406,001 |
| Value of fidelity bond covering the plan | 2024-01-01 | $40,600 |
| Total contributions received or receivable from participants | 2024-01-01 | $17,634 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $69,053 |
| Net income (gross income less expenses) | 2024-01-01 | $-245,455 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $160,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $406,001 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $7,000 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $3,005 |
| 2023 : BOSTONPREMIER WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $213,903 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $2,611 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $406,001 |
| Total plan assets at beginning of year | 2023-12-31 | $194,709 |
| Value of fidelity bond covering the plan | 2023-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $66,272 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $47,571 |
| Net income (gross income less expenses) | 2023-12-31 | $211,292 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $406,001 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $194,709 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $100,060 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $2,611 |
| 2022 : BOSTONPREMIER WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $118,774 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,725 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $194,709 |
| Total plan assets at beginning of year | 2022-12-31 | $77,660 |
| Value of fidelity bond covering the plan | 2022-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $61,939 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-47,809 |
| Net income (gross income less expenses) | 2022-12-31 | $117,049 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $194,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $77,660 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $104,644 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,725 |
