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401k Sponsoring company profile

CERTIFIED FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:CERTIFIED FINANCIAL GROUP, INC.
Employer identification number (EIN):330128386
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about CERTIFIED FINANCIAL GROUP, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about CERTIFIED FINANCIAL GROUP, INC.

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

USA Location Address
9 CHANDON
NEWPORT COAST
CA
92886
Date first seen: 2007-01-01
Date last seen: 2023-12-31

CERTIFIED FINANCIAL GROUP, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001CERTIFIED FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN2012-01-01 2006-01-01
002CERTIFIED FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN2011-01-01 2006-01-01

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
2012-08-06Employer Contributions $ 11,567
2012-08-06Employee Contributions $ 11,567
2011-08-29Employer Contributions $ 2,451
2011-08-29Employee Contributions $ 2,451

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