Original filing (PDF)20251010112545NAL0008050401001

PREMIER WEALTH MANAGEMENT, INC.

Name: PREMIER WEALTH MANAGEMENT, INC. — PREMIER WEALTH MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PREMIER WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

PREMIER WEALTH MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 PREMIER WEALTH MANAGEMENT, INC..

Plan sponsor

Name

PREMIER WEALTH MANAGEMENT, INC.

EIN

25-1866573

Address

1011 MUMMA RD., SUITE 100 · WORMLEYSBURG, PA · 17043

Phone

(717) 737-2001

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JUNCTURE WEALTH STRATEGIES, LLC

JUNCTURE WEALTH STRATEGIES 401(K) PLAN

$1.3M · 8 participants

ARCTURUS FINANCIAL LLC

ARCTURUS FINANCIAL LLC 401(K) PLAN

$1.3M · 6 participants

EAGLECREST FINANCIAL GROUP

EAGLECREST FINANCIAL GROUP 401(K) PLAN

$1.3M · 4 participants

RGA INVESTMENT ADVISORS, LLC

RGA INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

$1.3M · 3 participants

ARTESIAN CAPITAL MANAGEMENT

ARTESIAN CAPITAL MANAGEMENT 401K PLAN