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JARMAN WEALTH MANAGEMENT LLC 401K 401k Plan overview

Plan NameJARMAN WEALTH MANAGEMENT LLC 401K
Plan identification number 001

JARMAN WEALTH MANAGEMENT LLC 401K Benefits

401k Plan TypeDefined 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

JARMAN WEALTH MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:JARMAN WEALTH MANAGEMENT LLC
Employer identification number (EIN):932560683
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARMAN WEALTH MANAGEMENT LLC 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NATHAN JARMAN2024-05-30

Plan Statistics for JARMAN WEALTH MANAGEMENT LLC 401K

401k plan membership statisitcs for JARMAN WEALTH MANAGEMENT LLC 401K

Measure Date Value
2025: JARMAN WEALTH MANAGEMENT LLC 401K 2025 401k membership
Total number of particpants at beginning of year2025-06-173
Total number of particpants at end of year2025-06-173
Number of Participants With Account Balances2025-06-173
2024: JARMAN WEALTH MANAGEMENT LLC 401K 2024 401k membership
Total number of particpants at beginning of year2024-05-302
Total number of particpants at end of year2024-05-302
Number of Participants With Account Balances2024-05-302

Financial Data on JARMAN WEALTH MANAGEMENT LLC 401K

Measure Date Value
2025 : JARMAN WEALTH MANAGEMENT LLC 401K 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-17276
Net assets as of the end of the plan year2025-06-17116001
Total assets as of the beginning of the plan year2025-06-1734895
Value of plan covered by a fidelity bond2025-06-174000
Participant contributions to plan in this plan year2025-06-1750322
Other income to plan in this plan year2025-06-179170
Plan net income in this plan year2025-06-1781106
Net assets as of the end of the plan year2025-06-17116001
Net assets as of the beginning of the plan year2025-06-1734895
Employer contributions to plan in this plan year2025-06-1721890
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-17276
2024 : JARMAN WEALTH MANAGEMENT LLC 401K 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-3078
Net assets as of the end of the plan year2024-05-3034895
Total assets as of the beginning of the plan year2024-05-304961
Value of plan covered by a fidelity bond2024-05-301000
Participant contributions to plan in this plan year2024-05-3022603
Other income to plan in this plan year2024-05-303575
Plan net income in this plan year2024-05-3029934
Net assets as of the end of the plan year2024-05-3034895
Net assets as of the beginning of the plan year2024-05-304961
Employer contributions to plan in this plan year2024-05-303834
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-3078

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