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| Company Name: | ROUNDSTONE MANAGEMENT, LTD. |
| Employer identification number (EIN): | 270371422 |
| NAIC Classification: | 524290 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2017-09-05 | |||||
| Date last seen: 2025-11-22 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-12-03 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2025-07-30 | |||||
| Date last seen: 2025-12-03 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2025-07-30 | |||||
| Date last seen: 2025-12-03 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-11-22 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2025-07-30 | |||||
| Date last seen: 2025-11-22 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | ROUNDSTONE MANAGEMENT, LTD. 401(K) PLAN | 2011-01-01 | 2011-01-01 |
| 002 | ROUNDSTONE MANAGEMENT, LTD. CASH BALANCE PLAN | 2016-01-01 | 2015-01-01 |
| 502 | ROUNDSTONE MANAGEMENT, LTD EMPLOYEE BENEFIT PLAN | 2016-03-01 | 2014-03-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2023-01-26 | Employer Contributions | $ 67,854 | 119 | $ 570 | |
| 2023-01-26 | Employee Contributions | $ 67,854 | 119 | $ 570 | |
| 2022-08-15 | Employer Contributions | $ 325,335 | |||
| 2022-08-15 | Employee Contributions | $ 325,335 | |||
| 2020-07-31 | Employer Contributions | $ 269,808 | |||
| 2020-07-31 | Employee Contributions | $ 269,808 | |||
| 2019-09-03 | Employer Contributions | $ 213,500 | |||
| 2019-09-03 | Employee Contributions | $ 213,500 | |||
| 2018-09-01 | Employer Contributions | $ 191,550 | |||
| 2018-09-01 | Employee Contributions | $ 191,550 | |||
| 2017-08-31 | Employer Contributions | $ 169,240 | |||
| 2017-08-31 | Employee Contributions | $ 169,240 | |||
| 2016-09-12 | Employer Contributions | $ 156,921 | |||
| 2016-09-12 | Employee Contributions | $ 156,921 |
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