Prudent Wealth Management, Inc. 401k Profit Sharing Plan — Form 5500 plan (Prudent Wealth Management, Inc.)
Plain-English plan 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, Prudent Wealth Management, Inc. 401k Profit Sharing Plan is a benefit plan reported by Prudent Wealth Management, Inc. under EIN 23-3098070 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,494,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prudent Wealth Management, Inc.
- EIN
- 23-3098070
- Plan number
- 001
- Plan type
- 2
- Location
- Warminster, PA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,494,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240703124630NAL0013143762001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,494,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,494,576
- Net assets (BOY)
- $1,407,832
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $88,329
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,585
- Total expenses
- $1,585
- Net increase / (decrease)
- $86,744
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.