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401k Sponsoring company profile

PROACTIVE BROKERAGE INC has sponsored the creation of one or more 401k plans.

Company Name:PROACTIVE BROKERAGE INC
Employer identification number (EIN):270407641
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

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

USA Mailing Address
PO BOX 846
PLANDOME
NY
11030
Date first seen: 2008-01-01
Date last seen: 2023-12-31
USA Location Address
PO BOX 846
PLANDOME
NY
11030
Date first seen: 2008-01-01
Date last seen: 2023-12-31

PROACTIVE BROKERAGE INC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001PROACTIVE BROKERAGE INC. RETIREMENT PLAN AND TRUST2017-05-01 2017-05-01

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
2023-04-14Employer Contributions $ 145,076
2023-04-14Employee Contributions $ 145,076
2022-02-01Employer Contributions $ 151,625 4 $ 37,906
2022-02-01Employee Contributions $ 151,625 4 $ 37,906
2019-09-25Employer Contributions $ 1,350 4 $ 338
2019-09-25Employee Contributions $ 1,350 4 $ 338
2019-08-31Employer Contributions $ 49,795 4 $ 12,449
2019-08-31Employee Contributions $ 49,795 4 $ 12,449
2019-07-31Employer Contributions $ 50,000 4 $ 12,500
2019-07-31Employee Contributions $ 50,000 4 $ 12,500
2019-06-13Employer Contributions $ 50,000 4 $ 12,500
2019-06-13Employee Contributions $ 50,000 4 $ 12,500
2018-10-26Employer Contributions $ 24,983 2 $ 12,492
2018-10-26Employee Contributions $ 24,983 2 $ 12,492
2018-09-21Employer Contributions $ 25,000 2 $ 12,500
2018-09-21Employee Contributions $ 25,000 2 $ 12,500
2018-09-04Employer Contributions $ 25,000 2 $ 12,500
2018-09-04Employee Contributions $ 25,000 2 $ 12,500
2018-06-20Employer Contributions $ 25,000 2 $ 12,500
2018-06-20Employee Contributions $ 25,000 2 $ 12,500
2017-11-04Employer Contributions $ 150 2 $ 75
2017-11-04Employee Contributions $ 150 2 $ 75

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