?>
Company Name: | PRIVATE VISTA, LLC |
Employer identification number (EIN): | 364060292 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Location Address | ||||||
---|---|---|---|---|---|---|
| ||||||
Date first seen: 2007-01-01 | ||||||
Date last seen: 2023-06-30 | ||||||
USA Mailing Address | ||||||
---|---|---|---|---|---|---|
| ||||||
Date first seen: 2007-01-01 | ||||||
Date last seen: 2023-06-30 | ||||||
USA Location Address | |||||
---|---|---|---|---|---|
| |||||
Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | PRIVATE VISTA LLC CASH BALANCE PENSION PLAN | 2016-01-01 | 2006-01-01 |
001 | FINANCIAL STRATEGY NETWORK, LLC 401(K) PLAN | 2011-01-01 | 1999-01-01 |
Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
---|---|---|---|---|---|
2020-02-18 | Employer Contributions | $ 319,795 | |||
2020-02-18 | Employee Contributions | $ 319,795 | |||
2019-03-05 | Employer Contributions | $ 399,431 | 31 | $ 12,885 | |
2019-03-05 | Employee Contributions | $ 399,431 | 31 | $ 12,885 | |
2018-02-28 | Employer Contributions | $ 307,267 | 33 | $ 9,311 | |
2018-02-28 | Employee Contributions | $ 307,267 | 33 | $ 9,311 | |
2017-03-07 | Employer Contributions | $ 201,986 | 1 | $ 201,986 | |
2017-03-07 | Employee Contributions | $ 201,986 | 1 | $ 201,986 | |
2016-06-21 | Employer Contributions | $ 78,000 | 6 | $ 13,000 | |
2016-06-21 | Employee Contributions | $ 78,000 | 6 | $ 13,000 | |
2016-02-25 | Employer Contributions | $ 219,855 | 6 | $ 36,643 | |
2016-02-25 | Employee Contributions | $ 219,855 | 6 | $ 36,643 | |
2015-03-04 | Employer Contributions | $ 214,745 | |||
2015-03-04 | Employee Contributions | $ 214,745 | |||
2014-03-06 | Employer Contributions | $ 142,433 | |||
2014-03-06 | Employee Contributions | $ 142,433 | |||
2013-03-07 | Employer Contributions | $ 139,789 | |||
2013-03-07 | Employee Contributions | $ 139,789 | |||
2012-03-13 | Employer Contributions | $ 131,697 | |||
2012-03-13 | Employee Contributions | $ 131,697 |