?>
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: 2023-12-31 | |||||
USA Location Address | |||||
---|---|---|---|---|---|
| |||||
Date first seen: 2007-03-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Mailing Address | ||||||
---|---|---|---|---|---|---|
| ||||||
Date first seen: 2007-03-01 | ||||||
Date last seen: 2023-12-31 | ||||||
USA Mailing Address | |||||
---|---|---|---|---|---|
| |||||
Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Mailing Address | |||||
---|---|---|---|---|---|
| |||||
Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Location Address | |||||
---|---|---|---|---|---|
| |||||
Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Location Address | |||||
---|---|---|---|---|---|
| |||||
Date first seen: 2008-04-01 | |||||
Date last seen: 2023-12-31 | |||||
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 | |
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 |