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401k Sponsoring company profile

NORTH RANCH FINANCIAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:NORTH RANCH FINANCIAL, LLC
Employer identification number (EIN):202618996
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about NORTH RANCH FINANCIAL, LLC

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about NORTH RANCH FINANCIAL, LLC

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

USA Location Address
515 MARIN STREET, SUITE 402
THOUSAND OAKS
CA
91360
Date first seen: 2007-02-01
Date last seen: 2023-10-11

Plan Sponsor Events

NORTH RANCH FINANCIAL, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001NORTH RANCH FINANCIAL, LLC 401(K) PROFIT SHARING PLAN2018-01-01 2015-01-01
002NORTH RANCH FINANCIAL, LLC CASH BALANCE PLAN2018-01-01 2018-01-01

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
2023-09-15Employer Contributions $ 14,315
2023-09-15Employee Contributions $ 14,315
2023-09-12Employer Contributions $ 31,685
2023-09-12Employee Contributions $ 31,685
2023-09-11Employer Contributions $ 40,000
2023-09-11Employee Contributions $ 40,000
2023-07-31Employer Contributions $ 3,000
2023-07-31Employee Contributions $ 3,000
2023-06-20Employer Contributions $ 3,000
2023-06-20Employee Contributions $ 3,000
2023-03-16Employer Contributions $ 5,500
2023-03-16Employee Contributions $ 5,500
2023-02-17Employer Contributions $ 5,000
2023-02-17Employee Contributions $ 5,000
2023-01-18Employer Contributions $ 5,000
2023-01-18Employee Contributions $ 5,000
2022-10-21Employer Contributions $ 2,500
2022-10-21Employee Contributions $ 2,500
2022-09-06Employer Contributions $ 55,000
2022-09-06Employee Contributions $ 55,000
2022-08-16Employer Contributions $ 10,000
2022-08-16Employee Contributions $ 10,000
2022-07-28Employer Contributions $ 5,000
2022-07-28Employee Contributions $ 5,000
2022-06-22Employer Contributions $ 12,000
2022-06-22Employee Contributions $ 12,000
2022-05-19Employer Contributions $ 15,000
2022-05-19Employee Contributions $ 15,000
2022-04-20Employer Contributions $ 7,500
2022-04-20Employee Contributions $ 7,500
2022-03-17Employer Contributions $ 17,500
2022-03-17Employee Contributions $ 17,500
2020-09-01Employer Contributions $ 39,000
2020-09-01Employee Contributions $ 39,000
2020-08-05Employer Contributions $ 5,000
2020-08-05Employee Contributions $ 5,000
2020-06-26Employer Contributions $ 12,000
2020-06-26Employee Contributions $ 12,000
2020-06-15Employer Contributions $ 9,000
2020-06-15Employee Contributions $ 9,000
2020-06-09Employer Contributions $ 10,000
2020-06-09Employee Contributions $ 10,000
2020-04-28Employer Contributions $ 10,000
2020-04-28Employee Contributions $ 10,000
2020-02-18Employer Contributions $ 50,000
2020-02-18Employee Contributions $ 50,000
2019-08-26Employer Contributions $ 5,000
2019-08-26Employee Contributions $ 5,000
2019-08-05Employer Contributions $ 10,000
2019-08-05Employee Contributions $ 10,000

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