Kenneth E. Boone Wealth Management Profit Sharing Plan
Sponsored by Kenneth E. Boone Wealth Management, Llc · EIN 933146765 · Plan #002
- Total assets
- —
- Net assets
- —
- Active participants
- 4
- With balances
- 3
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
No Schedule C on file for this plan year.