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| Company Name: | PERSONAL FINANCIAL STRATEGIES |
| Employer identification number (EIN): | 364127198 |
| 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: 2025-08-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-04-11 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | PERSONAL FINANCIAL STRATEGIES 401(K) RETIREMENT SAVINGS PLAN | 2011-01-01 | 2009-04-01 |
| 003 | LBG VENTURES, INC. 401(K) PLAN AND TRUST | 2021-01-01 | 2021-01-01 |
| 004 | LBG VENTURES, INC. CASH BALANCE PLAN AND TRUST | 2021-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2022-12-27 | Employer Contributions | $ 10,510 |
| 2022-12-27 | Employee Contributions | $ 10,510 |
| 2021-12-29 | Employer Contributions | $ 215,500 |
| 2021-12-29 | Employee Contributions | $ 215,500 |
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