Original filing (PDF)20250605161931NAL0032781538001

PRIVATE WEALTH MANAGEMENT INC

Name: PRIVATE WEALTH MANAGEMENT INC — PRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PRIVATE WEALTH MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

PRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIVATE WEALTH MANAGEMENT INC.

Plan sponsor

Name

PRIVATE WEALTH MANAGEMENT INC

EIN

02-0591006

Address

3725 CHAMPION HILLS DR STE 1400 · MEMPHIS, TN · 381252516

Phone

(901) 322-4213

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FOSTER KLIMA & COMPANY, INC.

FOSTER KLIMA & COMPANY 401(K) SALARY SAVINGS PLAN AND TRUST

$2.1M · 14 participants

TIOS CAPITAL

TIOS CAPITAL 401(K) PLAN

$2.1M · 36 participants

TIM RICH

PAM 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 3 participants

GREY EPOCH LLC

GREY EPOCH LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 4 participants

MORNINGSIDE COMMUNITY ASSOCIATION

MORNINGSIDE COMMUNITY ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST