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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 | ||||||
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Date first seen: 2007-01-01 | ||||||
Date last seen: 2024-03-31 | ||||||
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 |