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| Company Name: | NET WORTH MANAGEMENT, INC. |
| Employer identification number (EIN): | 364000741 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2016-05-27 | |||||
| Date last seen: 2017-02-24 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2016-05-25 | |||||
| Date last seen: 2017-02-24 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | NET WORTH MANAGEMENT, INC., 401(K) PLAN | 2012-01-01 | 2002-01-01 |
| 001 | NET WORTH MANAGEMENT, INC., 401(K) PLAN | 2009-01-01 | 2002-01-01 |
| 003 | NET WORTH MANAGEMENT, INC., DEFINED BENEFIT PLAN | 2013-01-01 | 2007-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2013-12-19 | Employer Contributions | $ 200,000 | 2 | $ 100,000 | |
| 2013-12-19 | Employee Contributions | $ 200,000 | 2 | $ 100,000 | |
| 2012-12-21 | Employer Contributions | $ 150,000 | 2 | $ 75,000 | |
| 2012-12-21 | Employee Contributions | $ 150,000 | 2 | $ 75,000 | |
| 2011-12-22 | Employer Contributions | $ 150,000 | 2 | $ 75,000 | |
| 2011-12-22 | Employee Contributions | $ 150,000 | 2 | $ 75,000 | |
| 2010-12-27 | Employer Contributions | $ 100,000 | 2 | $ 50,000 | |
| 2010-12-27 | Employee Contributions | $ 100,000 | 2 | $ 50,000 | |
| 2010-12-06 | Employer Contributions | $ 50,000 | 2 | $ 25,000 | |
| 2010-12-06 | Employee Contributions | $ 50,000 | 2 | $ 25,000 | |
| 2009-12-28 | Employer Contributions | $ 30,000 | 2 | $ 15,000 | |
| 2009-12-28 | Employee Contributions | $ 30,000 | 2 | $ 15,000 | |
| 2008-01-17 | Employer Contributions | $ 150,000 | |||
| 2008-01-17 | Employee Contributions | $ 150,000 |
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