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PROSPERITY ADVISORY GROUP LLC RETIREMENT PLAN 401k Plan overview

Plan NamePROSPERITY ADVISORY GROUP LLC RETIREMENT PLAN
Plan identification number 001

PROSPERITY ADVISORY GROUP LLC RETIREMENT 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
  • 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.
  • 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

PROSPERITY ADVISORY GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:PROSPERITY ADVISORY GROUP LLC
Employer identification number (EIN):852734717
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROSPERITY ADVISORY GROUP LLC RETIREMENT 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

Financial Data on PROSPERITY ADVISORY GROUP LLC RETIREMENT PLAN

Measure Date Value
2025 : PROSPERITY ADVISORY GROUP LLC RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-190
Total liabilities as of the end of the plan year2025-09-190
Total liabilities as of the beginning of the plan year2025-09-190
Total expenses incurred by plan in this plan year2025-09-1916
Net assets as of the end of the plan year2025-09-19405094
Total assets as of the beginning of the plan year2025-09-19298145
Value of plan covered by a fidelity bond2025-09-1940509
Participant contributions to plan in this plan year2025-09-1937625
Other expenses paid from plan in this plan year2025-09-190
Other contributions to plan in this plan year2025-09-190
Other income to plan in this plan year2025-09-1946856
Plan net income in this plan year2025-09-19106949
Net assets as of the end of the plan year2025-09-19405094
Net assets as of the beginning of the plan year2025-09-19298145
Employer contributions to plan in this plan year2025-09-1922484
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1916
2024 : PROSPERITY ADVISORY GROUP LLC RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-243816
Net assets as of the end of the plan year2024-07-24298145
Total assets as of the beginning of the plan year2024-07-24217109
Value of plan covered by a fidelity bond2024-07-2430000
Participant contributions to plan in this plan year2024-07-2430251
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2437425
Plan net income in this plan year2024-07-2481036
Net assets as of the end of the plan year2024-07-24298145
Net assets as of the beginning of the plan year2024-07-24217109
Employer contributions to plan in this plan year2024-07-2417176
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-240

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