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401k Sponsoring company profile

MICHAEL L. FITZGERALD INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL L. FITZGERALD INSURANCE SERVICES, INC.
Employer identification number (EIN):202103543
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

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

USA Location Address
1801 N. CALIFORNIA BLVD. SUITE 102
WALNUT CREEK
CA
94596
Date first seen: 2009-01-01
Date last seen: 2025-06-30
USA Location Address
2001 N. MAIN STREET, SUITE 210
WALNUT CREEK
CA
945967262
Date first seen: 2011-10-04
Date last seen: 2015-10-05
401k Sponsor USA Address
1801 N. CALIFORNIA BLVD. SUITE 105
WALNUT CREEK
CA
94596
Date first seen: 2009-01-01
Date last seen: 2025-06-30

MICHAEL L. FITZGERALD INSURANCE SERVICES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001MICHAEL L. FITZGERALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN2015-01-01 2008-01-01
002MICHAEL L. FITZGERALD INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN2013-01-01 2008-01-01

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
2020-05-17Employer Contributions $ 20,000
2020-05-17Employee Contributions $ 20,000
2020-03-20Employer Contributions $ 20,000
2020-03-20Employee Contributions $ 20,000
2017-01-18Employer Contributions $ 25,000
2017-01-18Employee Contributions $ 25,000
2016-11-07Employer Contributions $ 50,000
2016-11-07Employee Contributions $ 50,000
2016-09-16Employer Contributions $ 50,000
2016-09-16Employee Contributions $ 50,000
2016-09-07Employer Contributions $ 35,000
2016-09-07Employee Contributions $ 35,000
2016-06-10Employer Contributions $ 40,000
2016-06-10Employee Contributions $ 40,000
2016-03-11Employer Contributions $ 50,000
2016-03-11Employee Contributions $ 50,000
2016-01-13Employer Contributions $ 120,000
2016-01-13Employee Contributions $ 120,000
2015-10-07Employer Contributions $ 50,000
2015-10-07Employee Contributions $ 50,000
2015-09-04Employer Contributions $ 50,000
2015-09-04Employee Contributions $ 50,000
2015-06-26Employer Contributions $ 70,000
2015-06-26Employee Contributions $ 70,000
2015-04-03Employer Contributions $ 50,000
2015-04-03Employee Contributions $ 50,000
2015-01-12Employer Contributions $ 50,000
2015-01-12Employee Contributions $ 50,000
2014-04-23Employer Contributions $ 51,000
2014-04-23Employee Contributions $ 51,000
2014-01-22Employer Contributions $ 50,000
2014-01-22Employee Contributions $ 50,000
2013-11-22Employer Contributions $ 62,000
2013-11-22Employee Contributions $ 62,000
2013-11-04Employer Contributions $ 100,000
2013-11-04Employee Contributions $ 100,000
2013-07-10Employer Contributions $ 85,000
2013-07-10Employee Contributions $ 85,000
2013-01-13Employer Contributions $ 40,000
2013-01-13Employee Contributions $ 40,000
2012-09-26Employer Contributions $ 75,000
2012-09-26Employee Contributions $ 75,000
2012-07-02Employer Contributions $ 50,000
2012-07-02Employee Contributions $ 50,000
2012-05-02Employer Contributions $ 50,000
2012-05-02Employee Contributions $ 50,000
2011-08-02Employer Contributions $ 50,000
2011-08-02Employee Contributions $ 50,000
2011-06-30Employer Contributions $ 21,616
2011-06-30Employee Contributions $ 21,616
2011-06-15Employer Contributions $ 75,000
2011-06-15Employee Contributions $ 75,000
2010-12-17Employer Contributions $ 50,000
2010-12-17Employee Contributions $ 50,000
2010-09-22Employer Contributions $ 50,000
2010-09-22Employee Contributions $ 50,000
2010-07-12Employer Contributions $ 50,000
2010-07-12Employee Contributions $ 50,000

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