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| Company Name: | PERSONAL WEALTH ADVISORY, LLC |
| Employer identification number (EIN): | 134226075 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2011-07-28 | |||||
| Date last seen: 2019-05-28 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | PERSONAL WEALTH ADVISORY, LLC CASH BALANCE PLAN | 2011-01-01 | 2011-01-01 |
| 001 | PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN | 2013-01-01 | 2003-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2018-04-10 | Employer Contributions | $ 175,000 |
| 2018-04-10 | Employee Contributions | $ 175,000 |
| 2017-08-07 | Employer Contributions | $ 70,000 |
| 2017-08-07 | Employee Contributions | $ 70,000 |
| 2017-04-10 | Employer Contributions | $ 98,581 |
| 2017-04-10 | Employee Contributions | $ 98,581 |
| 2016-09-12 | Employer Contributions | $ 50,000 |
| 2016-09-12 | Employee Contributions | $ 50,000 |
| 2016-03-23 | Employer Contributions | $ 98,452 |
| 2016-03-23 | Employee Contributions | $ 98,452 |
| 2015-10-16 | Employer Contributions | $ 50,000 |
| 2015-10-16 | Employee Contributions | $ 50,000 |
| 2015-04-10 | Employer Contributions | $ 100,636 |
| 2015-04-10 | Employee Contributions | $ 100,636 |
| 2014-08-11 | Employer Contributions | $ 50,000 |
| 2014-08-11 | Employee Contributions | $ 50,000 |
| 2014-04-14 | Employer Contributions | $ 157,710 |
| 2014-04-14 | Employee Contributions | $ 157,710 |
| 2013-09-23 | Employer Contributions | $ 50,000 |
| 2013-09-23 | Employee Contributions | $ 50,000 |
| 2013-04-12 | Employer Contributions | $ 111,913 |
| 2013-04-12 | Employee Contributions | $ 111,913 |
| 2012-06-25 | Employer Contributions | $ 50,000 |
| 2012-06-25 | Employee Contributions | $ 50,000 |
| 2012-03-26 | Employer Contributions | $ 105,711 |
| 2012-03-26 | Employee Contributions | $ 105,711 |
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