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401k Sponsoring company profile

WALTER AND HAVERFIELD LLP has sponsored the creation of one or more 401k plans.

Company Name:WALTER AND HAVERFIELD LLP
Employer identification number (EIN):340602148
NAIC Classification:541110
NAIC Description:Offices of Lawyers

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

USA Mailing Address
1301 EAST 9TH STREET, SUITE 3500
CLEVELAND
OH
44114
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Mailing Address
THE TOWER AT ERIEVIEW
1301 E. NINTH STREET, SUITE 3500
CLEVELAND
OH
441141821
Date first seen: 2010-10-01
Date last seen: 2018-10-05
USA Location Address
SAME
CLEVELAND
OH
441141821
Date first seen: 2012-10-11
Date last seen: 2023-10-11
USA Location Address
1301 E. NINTH STREET
SUITE 3500
CLEVELAND
OH
44114
Date first seen: 2007-01-01
Date last seen: 2023-12-31

Sponsoring Company Events

DateDescription
2023-08-28340602148 Change of plan name detected from WALTER AND HAVERFIELD LLP LIFE AND DISABILITY PLAN to WALTER HAVERFIELD LLP HEALTH AND WELFARE PLAN for plan ID 504
2021-10-15340602148 Change of name detected from WALTER AND HAVERFIELD LLP to WALTER & HAVERFIELD LLP
2021-08-31340602148 Change of name detected from WALTER & HAVERFIELD LLP to WALTER AND HAVERFIELD LLP

WALTER AND HAVERFIELD LLP 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
003WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN AND TRUST2015-01-01 1998-01-01
504WALTER HAVERFIELD LLP HEALTH AND WELFARE PLAN2015-01-01 2013-01-01
002WALTER HAVERFIELD LLP CASH BALANCE PENSION PLAN AND TRUST2015-01-01 2014-01-01

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 Number of participants/employees Average contribution per participant
2016-08-22Employer Contributions $ 5,767 129 $ 45
2016-08-22Employee Contributions $ 5,767 129 $ 45
2016-07-15Employer Contributions $ 288,265 129 $ 2,235
2016-07-15Employee Contributions $ 288,265 129 $ 2,235
2015-01-22Employer Contributions $ 299,500 114 $ 2,627
2015-01-22Employee Contributions $ 299,500 114 $ 2,627

Potentially Related Companies

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