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| Company Name: | PRESTON & CLEVELAND WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 201157888 |
| NAIC Classification: | 238300 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| USA 401k Admin Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2024-10-28 | |||||
| Date last seen: 2024-10-28 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | PRESTON & CLEVELAND WEALTH MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN | 2012-01-01 | 2021-01-01 |
| 002 | CALVARY WEALTH, LLC 401(K) PLAN | 2017-01-01 | 2017-01-01 |
| 501 | CALVARY WEALTH, LLC GCF BENEFIT PLAN | 2021-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2022-10-01 | Employer Contributions | $ 41,199 |
| 2022-10-01 | Employee Contributions | $ 41,199 |
| 2022-07-15 | Employer Contributions | $ 41,199 |
| 2022-07-15 | Employee Contributions | $ 41,199 |
| 2022-04-20 | Employer Contributions | $ 41,199 |
| 2022-04-20 | Employee Contributions | $ 41,199 |
| 2022-02-18 | Employer Contributions | $ 7,603 |
| 2022-02-18 | Employee Contributions | $ 7,603 |
| 2022-01-18 | Employer Contributions | $ 41,199 |
| 2022-01-18 | Employee Contributions | $ 41,199 |
| 2021-10-22 | Employer Contributions | $ 36,000 |
| 2021-10-22 | Employee Contributions | $ 36,000 |
| 2021-07-02 | Employer Contributions | $ 36,000 |
| 2021-07-02 | Employee Contributions | $ 36,000 |
| 2021-04-23 | Employer Contributions | $ 36,000 |
| 2021-04-23 | Employee Contributions | $ 36,000 |
| 2021-02-04 | Employer Contributions | $ 36,000 |
| 2021-02-04 | Employee Contributions | $ 36,000 |
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