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401k Sponsoring company profile

PERSONAL FINANCIAL CONSULTANTS, INC has sponsored the creation of one or more 401k plans.

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
1970 BROADWAY, SUITE 1140
OAKLAND
CA
94612
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
3738 MT DIABLO BLVD., SUITE 201
LAFAYETTE
CA
94549
Date first seen: 2007-03-01
Date last seen: 2023-12-31
USA Mailing Address
3738 MT. DIABLO BLVD.
SUITE 201
LAFAYETTE
CA
94549
Date first seen: 2007-03-01
Date last seen: 2023-12-31
USA Mailing Address
1970 BROADWAY, SUITE 1140
OAKLAND
CA
94612
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Mailing Address
5901 CHRISTIE AVENUE, SUITE 201
EMERYVILLE
CA
94608
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
5901 CHRISTIE AVENUE, SUITE 201
EMERYVILLE
CA
94608
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
314 MEREDITH COURT
CLAYTON
CA
94517
Date first seen: 2008-04-01
Date last seen: 2023-12-31

PERSONAL FINANCIAL CONSULTANTS, INC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001PERSONAL FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN2015-01-01 2009-01-01
002PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN2016-01-01 2016-01-01

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 Number of participants/employees Average contribution per participant
2020-09-08Employer Contributions $ 207,606 1 $ 207,606
2020-09-08Employee Contributions $ 207,606 1 $ 207,606
2019-09-13Employer Contributions $ 285,512 1 $ 285,512
2019-09-13Employee Contributions $ 285,512 1 $ 285,512
2018-08-23Employer Contributions $ 107,058 5 $ 21,412
2018-08-23Employee Contributions $ 107,058 5 $ 21,412
2018-07-06Employer Contributions $ 88,392 5 $ 17,678
2018-07-06Employee Contributions $ 88,392 5 $ 17,678
2018-04-11Employer Contributions $ 50,000 5 $ 10,000
2018-04-11Employee Contributions $ 50,000 5 $ 10,000
2017-09-15Employer Contributions $ 94,085 6 $ 15,681
2017-09-15Employee Contributions $ 94,085 6 $ 15,681
2017-04-15Employer Contributions $ 50,000 6 $ 8,333
2017-04-15Employee Contributions $ 50,000 6 $ 8,333

Potentially Related Companies

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