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EWS 401(K) PLAN 401k Plan overview

Plan NameEWS 401(K) PLAN
Plan identification number 001

EWS 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

EMINENT WEALTH STRATEGIES has sponsored the creation of one or more 401k plans.

Company Name:EMINENT WEALTH STRATEGIES
Employer identification number (EIN):474270413
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EWS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID M. BYERS2024-06-18 DAVID M. BYERS2024-06-18
0012022-01-01DAVID M BYERS2023-05-02 DAVID M BYERS2023-05-02
0012021-01-01DAVID BYERS2022-08-16 DAVID BYERS2022-08-16
0012020-01-01DAVID M BYERS2021-05-07 DAVID M BYERS2021-05-07
0012019-01-01DAVID M BYERS2020-02-11 DAVID M BYERS2020-02-11
0012018-01-01DAVID BYERS2019-01-15 DAVID BYERS2019-01-15
0012017-01-01DAVID BYERS2018-01-31 DAVID BYERS2018-01-31
0012016-01-01DAVID BYERS2017-02-17 DAVID BYERS2017-02-17

Financial Data on EWS 401(K) PLAN

Measure Date Value
2025 : EWS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-15122
Net assets as of the end of the plan year2025-07-15683418
Total assets as of the beginning of the plan year2025-07-15396606
Value of plan covered by a fidelity bond2025-07-1550000
Participant contributions to plan in this plan year2025-07-1563629
Value of participant loans at end of plan year2025-07-1515000
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-150
Other income to plan in this plan year2025-07-15201750
Plan net income in this plan year2025-07-15286812
Net assets as of the end of the plan year2025-07-15683418
Net assets as of the beginning of the plan year2025-07-15396606
Employer contributions to plan in this plan year2025-07-1521555
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-15122
2024 : EWS 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-180
Total liabilities as of the beginning of the plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-180
Net assets as of the end of the plan year2024-06-18396606
Total assets as of the beginning of the plan year2024-06-18259534
Value of plan covered by a fidelity bond2024-06-1850000
Participant contributions to plan in this plan year2024-06-1859392
Other expenses paid from plan in this plan year2024-06-180
Other contributions to plan in this plan year2024-06-180
Other income to plan in this plan year2024-06-1857187
Plan net income in this plan year2024-06-18137072
Net assets as of the end of the plan year2024-06-18396606
Net assets as of the beginning of the plan year2024-06-18259534
Employer contributions to plan in this plan year2024-06-1820493
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-180
2022 : EWS 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-160
Total liabilities as of the end of the plan year2022-08-160
Total liabilities as of the beginning of the plan year2022-08-160
Total expenses incurred by plan in this plan year2022-08-160
Net assets as of the end of the plan year2022-08-16250856
Total assets as of the beginning of the plan year2022-08-16173140
Value of plan covered by a fidelity bond2022-08-1650000
Participant contributions to plan in this plan year2022-08-1646489
Other contributions to plan in this plan year2022-08-160
Other income to plan in this plan year2022-08-1611340
Plan net income in this plan year2022-08-1677716
Net assets as of the end of the plan year2022-08-16250856
Net assets as of the beginning of the plan year2022-08-16173140
Employer contributions to plan in this plan year2022-08-1619887
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-160

Potentially related plans

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