BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

[ EIN: 03-0382124 | Plan No. 001 ]

According to Department of Labor Form 5500 data, BEACON WEALTH MANAGEMENT, LLC sponsors BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 10 participants and total assets of $1,579,399 for the plan year 2024.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: BEACON WEALTH MANAGEMENT, LLC

Location: 4565 BENEDUM DRIVE, BRIDGEPORT, WV 26330

EIN: 030382124

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $1,579,399

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