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401k Sponsoring company profile

ALAN R. LEIST PLANNING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALAN R. LEIST PLANNING GROUP, INC.
Employer identification number (EIN):161171298
NAIC Classification:523900

Additional information about ALAN R. LEIST PLANNING GROUP, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about ALAN R. LEIST PLANNING GROUP, INC.

The following addresses have been detected on the 401k submissions:

USA Location Address
114 BUSINESS PARK DR
UTICA
NY
135026302
Date first seen: 2011-07-28
Date last seen: 2014-08-21
USA Mailing Address
114 BUSINESS PARK DRIVE
UTICA
NY
135026302
Date first seen: 2010-06-15
Date last seen: 2013-09-12

The following addresses have been found in other jurisdictions:

Jurisdiction:NEW YORK SECRETARY OF STATE - DIVISION OF CORPORATIONS
Address:
ALAN R. LEIST PLANNING GROUP, INC.
UTICA,NY
Jurisdiction Company ID:
Jurisdiction Registration Date:

Plan Sponsor Events

ALAN R. LEIST PLANNING GROUP, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
003STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN2011-01-01 2006-01-01
001STRATEGIC FINANCIAL SERVICES EMPLOYEE 401(K) PROFIT SHARING PLAN2013-01-01 1982-11-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2013-03-08Employer Contributions $ 1,639
2013-03-08Employee Contributions $ 1,639
2012-12-12Employer Contributions $ 5,262 25 $ 210
2012-12-12Employee Contributions $ 5,262 25 $ 210
2012-10-02Employer Contributions $ 975 25 $ 39
2012-10-02Employee Contributions $ 975 25 $ 39
2012-07-10Employer Contributions $ 975 25 $ 39
2012-07-10Employee Contributions $ 975 25 $ 39
2012-04-11Employer Contributions $ 975 25 $ 39
2012-04-11Employee Contributions $ 975 25 $ 39
2012-01-30Employer Contributions $ 2,571 25 $ 103
2012-01-30Employee Contributions $ 2,571 25 $ 103
2012-01-26Employer Contributions $ 1,645 25 $ 66
2012-01-26Employee Contributions $ 1,645 25 $ 66
2010-12-10Employer Contributions $ 763 25 $ 31
2010-12-10Employee Contributions $ 763 25 $ 31
2010-10-06Employer Contributions $ 862 25 $ 34
2010-10-06Employee Contributions $ 862 25 $ 34
2010-04-21Employer Contributions $ 1,724 25 $ 69
2010-04-21Employee Contributions $ 1,724 25 $ 69

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