2023 Form 5500 filing — Prudent Wealth Management, Inc. 401k Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703124630NAL0013143762001) for Prudent Wealth Management, Inc. 401k Profit Sharing Plan, reported by Prudent Wealth Management, Inc. under EIN 23-3098070 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240703124630NAL0013143762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Prudent Wealth Management, Inc.
- EIN
- 23-3098070
- Plan number
- 001
- Location
- Warminster, PA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,494,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,494,576
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $88,329
- Benefits paid
- $0
- Administrative expenses
- $1,585
- Total expenses
- $1,585
- Net increase / (decrease)
- $86,744
- Schedule source
- Schedule I