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401k Sponsoring company profile

COPPER BEECH FINANCIAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:COPPER BEECH FINANCIAL GROUP, LLC
Employer identification number (EIN):270331584
NAIC Classification:523900

Additional information about COPPER BEECH FINANCIAL GROUP, LLC

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about COPPER BEECH FINANCIAL GROUP, LLC

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

USA Mailing Address
1223 NORTH CHURCH STREET
1ST FLOOR
MOORESTOWN
NJ
08057
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
1223 NORTH CHURCH STREET
1ST FLOOR
MOORESTOWN
NJ
08057
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
401 ROUTE 73 NORTH
BUILDING 10, SUITE 206
MARLTON
NJ
08053
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Mailing Address
401 ROUTE 73 NORTH
BUILDING 10, SUITE 206
MARLTON
NJ
08053
Date first seen: 2007-01-01
Date last seen: 2023-12-31

COPPER BEECH FINANCIAL GROUP, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002COPPER BEECH FINANCIAL GROUP, LLC PROFIT SHARING PLAN2016-01-01 2015-01-01
001COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN2016-01-01 2010-01-01
003COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN2016-01-01 2015-01-01

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
2023-09-15Employer Contributions $ 11,502
2023-09-15Employee Contributions $ 11,502
2020-09-14Employer Contributions $ 187,225
2020-09-14Employee Contributions $ 187,225
2018-09-13Employer Contributions $ 16,880
2018-09-13Employee Contributions $ 16,880
2017-09-13Employer Contributions $ 200,100
2017-09-13Employee Contributions $ 200,100
2016-09-14Employer Contributions $ 135,037
2016-09-14Employee Contributions $ 135,037

Potentially Related Companies

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