# Pence Wealth Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pence-wealth-management-inc-plan-001

> Pence Wealth Management, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Pence Wealth Management, INC.

- **Sponsor EIN:** 010648100

- **Sponsor Address:** 5000 BIRCH STREET, #8000, NEWPORT BEACH, CA, 926602158

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$0|$0|

| 2023|0|$10.1M|$426,205|$342,252|

| 2022|22|$6.4M|$255,613|$218,939|

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