[ EIN: 02-0591006 | Plan No. 002 ]
Form 5500 filing classifies PRIVATE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST as a 401(k) plan, sponsored by PRIVATE WEALTH MANAGEMENT INC. The plan is a Small Plan with 7 participants and total assets of $2,067,019 reported for the 2024 plan year.
Plan Sponsor: PRIVATE WEALTH MANAGEMENT INC
Location: 3725 CHAMPION HILLS DR STE 1400, MEMPHIS, TN 38125
EIN: 020591006
Plan Number: 002
Plan Year: 2024
Plan Size: Small Plan
Plan Entity Type: Defined Contribution
Plan Type: 401(k)
Participants: 7
Total Assets: $2,067,019
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