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| Company Name: | KAIZEN FINANCIAL ADVISORS LLC |
| Employer identification number (EIN): | 273643202 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-08-31 | ||||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-04-29 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | KAIZEN FINANCIAL ADVISORS CASH BALANCE PENSION PLAN | 2019-01-01 | 2019-01-01 |
| 001 | KAIZEN FINANCIAL ADVISORS 401(K) PLAN | 2019-01-01 | 2019-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-02-24 | Employer Contributions | $ 225,000 |
| 2023-02-24 | Employee Contributions | $ 225,000 |
| 2022-10-18 | Employer Contributions | $ 25,000 |
| 2022-10-18 | Employee Contributions | $ 25,000 |
| 2022-07-15 | Employer Contributions | $ 25,000 |
| 2022-07-15 | Employee Contributions | $ 25,000 |
| 2022-04-21 | Employer Contributions | $ 25,000 |
| 2022-04-21 | Employee Contributions | $ 25,000 |
| 2022-03-14 | Employer Contributions | $ 25,000 |
| 2022-03-14 | Employee Contributions | $ 25,000 |
| 2021-12-28 | Employer Contributions | $ 150,000 |
| 2021-12-28 | Employee Contributions | $ 150,000 |
| 2021-09-10 | Employer Contributions | $ 50,000 |
| 2021-09-10 | Employee Contributions | $ 50,000 |
| 2021-05-17 | Employer Contributions | $ 100,000 |
| 2021-05-17 | Employee Contributions | $ 100,000 |
| 2020-02-18 | Employer Contributions | $ 56,701 |
| 2020-02-18 | Employee Contributions | $ 56,701 |
| 2020-01-14 | Employer Contributions | $ 75,000 |
| 2020-01-14 | Employee Contributions | $ 75,000 |
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