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401k Sponsoring company profile

LMGW CERTIFIED PUBLIC ACCOUNTANTS, LLP has sponsored the creation of one or more 401k plans.

Company Name:LMGW CERTIFIED PUBLIC ACCOUNTANTS, LLP
Employer identification number (EIN):261508234
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

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

USA Location Address
20520 PROSPECT ROAD
SUITE 200
SARATOGA
CA
95070
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
1475 SARATOGA AVENUE
SUITE 100
SAN JOSE
CA
95129
Date first seen: 2008-01-01
Date last seen: 2023-12-31

LMGW CERTIFIED PUBLIC ACCOUNTANTS, LLP 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001LMGW 401(K) PROFIT SHARING PLAN2012-01-01 2004-01-01
003WHEELER ACCOUNTANTS, LLP PROFIT SHARING PLAN2017-01-01 2017-01-01
002WHEELER ACCOUNTANTS, LLP CASH BALANCE PLAN2017-01-01 2017-01-01

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
2023-08-23Employer Contributions $ 58,000
2023-08-23Employee Contributions $ 58,000
2022-09-06Employer Contributions $ 168,327
2022-09-06Employee Contributions $ 168,327
2021-03-26Employer Contributions $ 4,179
2021-03-26Employee Contributions $ 4,179
2020-08-19Employer Contributions $ 179,381
2020-08-19Employee Contributions $ 179,381
2018-09-05Employer Contributions $ 171,658
2018-09-05Employee Contributions $ 171,658

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