401k Plan data: TRUSTED ADVISORY GROUP, INC. 401(K) PLAN plan

TRUSTED ADVISORY GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	TRUSTED ADVISORY GROUP, INC. 401(K) PLAN
Plan identification number	001

TRUSTED ADVISORY GROUP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

TRUSTED ADVISORY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRUSTED ADVISORY GROUP, INC.

Employer identification number (EIN): 813552618

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUSTED ADVISORY GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01

Financial Data on TRUSTED ADVISORY GROUP, INC. 401(K) PLAN

Measure	Date	Value
2024 : TRUSTED ADVISORY GROUP, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-04-05	-66264
Total expenses incurred by plan in this plan year	2024-04-05	98
Net assets as of the end of the plan year	2024-04-05	0
Total assets as of the beginning of the plan year	2024-04-05	48647
Value of plan covered by a fidelity bond	2024-04-05	20000
Participant contributions to plan in this plan year	2024-04-05	7630
Other income to plan in this plan year	2024-04-05	6098
Plan net income in this plan year	2024-04-05	17617
Net assets as of the end of the plan year	2024-04-05	0
Net assets as of the beginning of the plan year	2024-04-05	48647
Employer contributions to plan in this plan year	2024-04-05	3987
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-05	98

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Company Name:	TRUSTED ADVISORY GROUP, INC.
Employer identification number (EIN):	813552618
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate