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| Company Name: | CFS INVESTMENT ADVISORY SERVICES, L.L.C. |
| Employer identification number (EIN): | 223558384 |
| NAIC Classification: | 523900 |
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 Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CFS INVESTMENT ADVISORY SERVICES, L.L.C. 401(K) PLAN | 2011-01-01 | 2002-01-01 |
| 002 | CFS INVESTMENT ADVISORY SERVICES, L.L.C. CASH BALANCE PLAN | 2018-01-01 | 2018-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2023-02-02 | Employer Contributions | $ 25,065 | |||
| 2023-02-02 | Employee Contributions | $ 25,065 | |||
| 2022-11-01 | Employer Contributions | $ 56,250 | |||
| 2022-11-01 | Employee Contributions | $ 56,250 | |||
| 2022-07-29 | Employer Contributions | $ 56,250 | |||
| 2022-07-29 | Employee Contributions | $ 56,250 | |||
| 2022-04-29 | Employer Contributions | $ 56,250 | |||
| 2022-04-29 | Employee Contributions | $ 56,250 | |||
| 2022-02-10 | Employer Contributions | $ 5,643 | |||
| 2022-02-10 | Employee Contributions | $ 5,643 | |||
| 2022-01-26 | Employer Contributions | $ 24,393 | |||
| 2022-01-26 | Employee Contributions | $ 24,393 | |||
| 2021-10-27 | Employer Contributions | $ 56,250 | |||
| 2021-10-27 | Employee Contributions | $ 56,250 | |||
| 2021-07-28 | Employer Contributions | $ 56,250 | |||
| 2021-07-28 | Employee Contributions | $ 56,250 | |||
| 2021-04-30 | Employer Contributions | $ 56,250 | |||
| 2021-04-30 | Employee Contributions | $ 56,250 | |||
| 2021-02-04 | Employer Contributions | $ 37,500 | |||
| 2021-02-04 | Employee Contributions | $ 37,500 | |||
| 2020-02-28 | Employer Contributions | $ 52,420 | 7 | $ 7,489 | |
| 2020-02-28 | Employee Contributions | $ 52,420 | 7 | $ 7,489 | |
| 2019-08-20 | Employer Contributions | $ 100,000 | 5 | $ 20,000 | |
| 2019-08-20 | Employee Contributions | $ 100,000 | 5 | $ 20,000 | |
| 2019-04-11 | Employer Contributions | $ 53,294 | 5 | $ 10,659 | |
| 2019-04-11 | Employee Contributions | $ 53,294 | 5 | $ 10,659 | |
| 2018-09-04 | Employer Contributions | $ 25,000 | 5 | $ 5,000 | |
| 2018-09-04 | Employee Contributions | $ 25,000 | 5 | $ 5,000 | |
| 2018-08-06 | Employer Contributions | $ 25,000 | 5 | $ 5,000 | |
| 2018-08-06 | Employee Contributions | $ 25,000 | 5 | $ 5,000 | |
| 2018-06-20 | Employer Contributions | $ 50,000 | 5 | $ 10,000 | |
| 2018-06-20 | Employee Contributions | $ 50,000 | 5 | $ 10,000 |
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