401k Plan data: PERSONALIZED WEALTH MANAGEMENT LLC-401(K) plan

PERSONALIZED WEALTH MANAGEMENT LLC-401(K) 401k Plan overview

Plan Name	PERSONALIZED WEALTH MANAGEMENT LLC-401(K)
Plan identification number	001

PERSONALIZED WEALTH MANAGEMENT LLC-401(K) 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.

401k Sponsoring company profile

PERSONALIZED WEALTH MANAGEMENT L has sponsored the creation of one or more 401k plans.

Company Name: PERSONALIZED WEALTH MANAGEMENT L

Employer identification number (EIN): 830611852

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONALIZED WEALTH MANAGEMENT LLC-401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 CHRISTINA BARBANTE 2022-08-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	CHRISTINA BARBANTE	2022-08-12

Financial Data on PERSONALIZED WEALTH MANAGEMENT LLC-401(K)

Measure	Date	Value
2022 : PERSONALIZED WEALTH MANAGEMENT LLC-401(K) 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-08-12	3289
Net assets as of the end of the plan year	2022-08-12	3347
Total assets as of the beginning of the plan year	2022-08-12	5268
Value of plan covered by a fidelity bond	2022-08-12	1000
Participant contributions to plan in this plan year	2022-08-12	261
Other income to plan in this plan year	2022-08-12	846
Plan net income in this plan year	2022-08-12	-1921
Net assets as of the end of the plan year	2022-08-12	3347
Net assets as of the beginning of the plan year	2022-08-12	5268
Employer contributions to plan in this plan year	2022-08-12	261
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-12	55

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Company Name:	PERSONALIZED WEALTH MANAGEMENT L
Employer identification number (EIN):	830611852
NAIC Classification:	523900