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| Company Name: | PERSONAL FINANCIAL CONSULTANTS, INC |
| Employer identification number (EIN): | 205573935 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-03-01 | |||||
| Date last seen: 2025-08-31 | |||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-03-01 | ||||||
| Date last seen: 2025-08-31 | ||||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-04-01 | |||||
| Date last seen: 2025-07-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | PERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN | 2015-01-01 | 2009-01-01 |
| 002 | PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN | 2016-01-01 | 2016-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2020-09-08 | Employer Contributions | $ 207,606 | 1 | $ 207,606 | |
| 2020-09-08 | Employee Contributions | $ 207,606 | 1 | $ 207,606 | |
| 2019-09-13 | Employer Contributions | $ 285,512 | 1 | $ 285,512 | |
| 2019-09-13 | Employee Contributions | $ 285,512 | 1 | $ 285,512 | |
| 2019-08-18 | Employer Contributions | $ 259,325 | 1 | $ 259,325 | |
| 2019-08-18 | Employee Contributions | $ 259,325 | 1 | $ 259,325 | |
| 2018-08-23 | Employer Contributions | $ 107,058 | 5 | $ 21,412 | |
| 2018-08-23 | Employee Contributions | $ 107,058 | 5 | $ 21,412 | |
| 2018-07-06 | Employer Contributions | $ 88,392 | 5 | $ 17,678 | |
| 2018-07-06 | Employee Contributions | $ 88,392 | 5 | $ 17,678 | |
| 2018-04-11 | Employer Contributions | $ 50,000 | 5 | $ 10,000 | |
| 2018-04-11 | Employee Contributions | $ 50,000 | 5 | $ 10,000 | |
| 2017-09-15 | Employer Contributions | $ 94,085 | 6 | $ 15,681 | |
| 2017-09-15 | Employee Contributions | $ 94,085 | 6 | $ 15,681 | |
| 2017-04-15 | Employer Contributions | $ 50,000 | 6 | $ 8,333 | |
| 2017-04-15 | Employee Contributions | $ 50,000 | 6 | $ 8,333 |
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