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| Company Name: | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 202308488 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2011-08-03 | |||||
| Date last seen: 2024-09-20 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-23 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2016-01-01 | 2006-01-01 |
| 001 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC PENSION PLAN | 2012-01-01 | 2006-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2015-12-18 | Employer Contributions | $ 70,000 | |||
| 2015-12-18 | Employee Contributions | $ 70,000 | |||
| 2015-12-15 | Employer Contributions | $ 80,000 | |||
| 2015-12-15 | Employee Contributions | $ 80,000 | |||
| 2015-09-14 | Employer Contributions | $ 150,000 | |||
| 2015-09-14 | Employee Contributions | $ 150,000 | |||
| 2013-07-08 | Employer Contributions | $ 67,688 | |||
| 2013-07-08 | Employee Contributions | $ 67,688 | |||
| 2013-04-22 | Employer Contributions | $ 67,688 | |||
| 2013-04-22 | Employee Contributions | $ 67,688 | |||
| 2013-02-26 | Employer Contributions | $ 135,375 | |||
| 2013-02-26 | Employee Contributions | $ 135,375 | |||
| 2012-07-16 | Employer Contributions | $ 85,788 | |||
| 2012-07-16 | Employee Contributions | $ 85,788 | |||
| 2012-03-02 | Employer Contributions | $ 85,788 | |||
| 2012-03-02 | Employee Contributions | $ 85,788 | |||
| 2010-10-27 | Employer Contributions | $ 279,000 | |||
| 2010-10-27 | Employee Contributions | $ 279,000 |
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