Our Plan
Shared Opportunity. Shared Success.
The Puka Wealth Profit Sharing Plan creates a way for members to participate in select private investment opportunities and share in the value those investments may create.
What Is a Profit Sharing Plan?
At its simplest, a profit sharing plan is an agreement that defines who participates, what they participate in, and how value is shared.
For Puka Wealth members, the Plan provides the structure that connects their participation to the private investment opportunities made available through Puka Wealth.
How Does It Work?
You Participate
Members choose an available investment opportunity and determine how much eligible capital they want to commit.
The Plan Invests
Capital is used to participate in the selected private investment according to the terms established for that opportunity.
Your Interest Is Recorded
Your participation establishes an economic interest under the Plan based on the amount you commit and the terms of the opportunity.
Value Is Shared
When an investment produces distributable proceeds, participating members receive their share according to the terms of the Plan.
Participation does not guarantee investment growth, profits, or distributions.
Who Can Participate?
The Puka Wealth Profit Sharing Plan is available to eligible Puka Wealth members who meet the requirements for membership.
Participation involves the use of an eligible Non-Prototype IRA, allowing qualifying retirement assets to be used without first taking a personal distribution from the retirement account.
Want to Know More About Our Plan?
Every opportunity has specific terms, requirements, and considerations. We’re happy to explain how the Puka Wealth Profit Sharing Plan works and answer questions about participation.