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PRESTON FINANCIAL LLC PROFIT SHARING PLAN 401k Plan overview

Plan NamePRESTON FINANCIAL LLC PROFIT SHARING PLAN
Plan identification number 001

PRESTON FINANCIAL LLC PROFIT SHARING 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

PRESTON FINANCIAL LLC DBA PRESTON INVESTMENTS has sponsored the creation of one or more 401k plans.

Company Name:PRESTON FINANCIAL LLC DBA PRESTON INVESTMENTS
Employer identification number (EIN):822466263
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESTON FINANCIAL LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Financial Data on PRESTON FINANCIAL LLC PROFIT SHARING PLAN

Measure Date Value
2025 : PRESTON FINANCIAL LLC PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-020
Total liabilities as of the beginning of the plan year2025-05-020
Total expenses incurred by plan in this plan year2025-05-02240
Net assets as of the end of the plan year2025-05-02293989
Total assets as of the beginning of the plan year2025-05-02213443
Value of plan covered by a fidelity bond2025-05-0225000
Participant contributions to plan in this plan year2025-05-0230875
Other expenses paid from plan in this plan year2025-05-02240
Other income to plan in this plan year2025-05-02-106154
Plan net income in this plan year2025-05-0280546
Net assets as of the end of the plan year2025-05-02293989
Net assets as of the beginning of the plan year2025-05-02213443
Employer contributions to plan in this plan year2025-05-02156065
2024 : PRESTON FINANCIAL LLC PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-080
Total liabilities as of the beginning of the plan year2024-05-080
Total expenses incurred by plan in this plan year2024-05-0832907
Net assets as of the end of the plan year2024-05-08213443
Total assets as of the beginning of the plan year2024-05-08551299
Value of plan covered by a fidelity bond2024-05-0855130
Participant contributions to plan in this plan year2024-05-0834020
Other income to plan in this plan year2024-05-08-469286
Plan net income in this plan year2024-05-08-337856
Net assets as of the end of the plan year2024-05-08213443
Net assets as of the beginning of the plan year2024-05-08551299
Employer contributions to plan in this plan year2024-05-08130317
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0832907
2022 : PRESTON FINANCIAL LLC PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-150
Total liabilities as of the beginning of the plan year2022-06-150
Total expenses incurred by plan in this plan year2022-06-1514111
Net assets as of the end of the plan year2022-06-151002428
Total assets as of the beginning of the plan year2022-06-15721707
Value of plan covered by a fidelity bond2022-06-1572171
Other income to plan in this plan year2022-06-15169995
Plan net income in this plan year2022-06-15280721
Net assets as of the end of the plan year2022-06-151002428
Net assets as of the beginning of the plan year2022-06-15721707
Employer contributions to plan in this plan year2022-06-15124837

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