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PRESTON FINANCIAL LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan NamePRESTON FINANCIAL LLC CASH BALANCE PENSION PLAN
Plan identification number 002

PRESTON FINANCIAL LLC CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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 CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01

Financial Data on PRESTON FINANCIAL LLC CASH BALANCE PENSION PLAN

Measure Date Value
2025 : PRESTON FINANCIAL LLC CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-270
Total liabilities as of the end of the plan year2025-06-270
Total liabilities as of the beginning of the plan year2025-06-270
Total expenses incurred by plan in this plan year2025-06-270
Net assets as of the end of the plan year2025-06-271884503
Total assets as of the beginning of the plan year2025-06-271423708
Value of plan covered by a fidelity bond2025-06-27142371
Participant contributions to plan in this plan year2025-06-270
Other expenses paid from plan in this plan year2025-06-270
Other contributions to plan in this plan year2025-06-270
Other income to plan in this plan year2025-06-27215063
Plan net income in this plan year2025-06-27460795
Net assets as of the end of the plan year2025-06-271884503
Net assets as of the beginning of the plan year2025-06-271423708
Employer contributions to plan in this plan year2025-06-27245732
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-270
2024 : PRESTON FINANCIAL LLC CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-130
Total liabilities as of the end of the plan year2024-08-130
Total liabilities as of the beginning of the plan year2024-08-130
Total expenses incurred by plan in this plan year2024-08-130
Net assets as of the end of the plan year2024-08-131423708
Total assets as of the beginning of the plan year2024-08-13968818
Value of plan covered by a fidelity bond2024-08-1396882
Participant contributions to plan in this plan year2024-08-130
Other expenses paid from plan in this plan year2024-08-130
Other contributions to plan in this plan year2024-08-130
Other income to plan in this plan year2024-08-13104890
Plan net income in this plan year2024-08-13454890
Net assets as of the end of the plan year2024-08-131423708
Net assets as of the beginning of the plan year2024-08-13968818
Employer contributions to plan in this plan year2024-08-13350000
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-130
2022 : PRESTON FINANCIAL LLC CASH BALANCE PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-150
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 year2022-06-152948
Net assets as of the end of the plan year2022-06-151211612
Total assets as of the beginning of the plan year2022-06-15876194
Value of plan covered by a fidelity bond2022-06-1587620
Participant contributions to plan in this plan year2022-06-150
Other expenses paid from plan in this plan year2022-06-150
Other contributions to plan in this plan year2022-06-150
Other income to plan in this plan year2022-06-15113574
Plan net income in this plan year2022-06-15335418
Net assets as of the end of the plan year2022-06-151211612
Net assets as of the beginning of the plan year2022-06-15876194
Employer contributions to plan in this plan year2022-06-15224792
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-150

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