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401k Sponsoring company profile

ALLFORD WEALTH STRATEGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALLFORD WEALTH STRATEGIES, INC.
Employer identification number (EIN):273015778
NAIC Classification:523120
NAIC Description:Securities Brokerage

Additional information about ALLFORD WEALTH STRATEGIES, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about ALLFORD WEALTH STRATEGIES, INC.

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

USA Mailing Address
1670 LA MANCHA DRIVE
SAN DIEGO
CA
92109
Date first seen: 2007-07-01
Date last seen: 2023-12-31
USA Location Address
1670 LA MANCHA DRIVE
SAN DIGEO
CA
92109
Date first seen: 2007-07-01
Date last seen: 2023-12-31

The following addresses have been found in other jurisdictions:

Jurisdiction:California Department of State
Address:
1620 La Mancha Drive
San Diego
CA
Jurisdiction Company ID:
Jurisdiction Registration Date:

ALLFORD WEALTH STRATEGIES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002LIAMFINN, INC. DEFINED BENEFIT PENSION PLAN & TRUST2014-01-01 2011-01-01
001LIAMFINN, INC. 401(K) PLAN2015-01-01 2010-07-12

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
2014-02-27Employer Contributions $ 50,000 3 $ 16,667
2014-02-27Employee Contributions $ 50,000 3 $ 16,667
2013-07-10Employer Contributions $ 50,000 3 $ 16,667
2013-07-10Employee Contributions $ 50,000 3 $ 16,667
2013-04-15Employer Contributions $ 40,000 3 $ 13,333
2013-04-15Employee Contributions $ 40,000 3 $ 13,333
2013-02-14Employer Contributions $ 26,672 3 $ 8,891
2013-02-14Employee Contributions $ 26,672 3 $ 8,891
2013-01-18Employer Contributions $ 50,000 3 $ 16,667
2013-01-18Employee Contributions $ 50,000 3 $ 16,667
2012-08-15Employer Contributions $ 6,666 3 $ 2,222
2012-08-15Employee Contributions $ 6,666 3 $ 2,222
2012-07-19Employer Contributions $ 6,666 3 $ 2,222
2012-07-19Employee Contributions $ 6,666 3 $ 2,222
2012-06-18Employer Contributions $ 6,666 3 $ 2,222
2012-06-18Employee Contributions $ 6,666 3 $ 2,222
2012-05-14Employer Contributions $ 6,666 3 $ 2,222
2012-05-14Employee Contributions $ 6,666 3 $ 2,222
2012-04-16Employer Contributions $ 6,666 3 $ 2,222
2012-04-16Employee Contributions $ 6,666 3 $ 2,222
2012-03-19Employer Contributions $ 6,666 3 $ 2,222
2012-03-19Employee Contributions $ 6,666 3 $ 2,222
2012-02-15Employer Contributions $ 6,666 3 $ 2,222
2012-02-15Employee Contributions $ 6,666 3 $ 2,222
2012-01-25Employer Contributions $ 6,666 3 $ 2,222
2012-01-25Employee Contributions $ 6,666 3 $ 2,222
2012-01-13Employer Contributions $ 7,584 3 $ 2,528
2012-01-13Employee Contributions $ 7,584 3 $ 2,528
2011-12-05Employer Contributions $ 19,856 3 $ 6,619
2011-12-05Employee Contributions $ 19,856 3 $ 6,619
2011-12-02Employer Contributions $ 60,000 3 $ 20,000
2011-12-02Employee Contributions $ 60,000 3 $ 20,000

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