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Company Name: | PRIZM FINANCIAL ADVISORS |
Employer identification number (EIN): | 364394923 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | |||||
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Date first seen: 2007-07-01 | |||||
Date last seen: 2023-09-30 | |||||
USA Location Address | |||||
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Date first seen: 2007-07-01 | |||||
Date last seen: 2023-09-30 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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001 | PRIZM FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN | 2015-01-01 | 2008-01-01 |
002 | PRIZM FINANCIAL ADVISORS, INC. CASH BALANCE PENSION PLAN | 2016-01-01 | 2014-01-01 |
Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
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2023-08-31 | Employer Contributions | $ 5,561 | |||
2023-08-31 | Employee Contributions | $ 5,561 | |||
2022-08-16 | Employer Contributions | $ 10,000 | |||
2022-08-16 | Employee Contributions | $ 10,000 | |||
2020-09-02 | Employer Contributions | $ 163,998 | |||
2020-09-02 | Employee Contributions | $ 163,998 | |||
2018-09-10 | Employer Contributions | $ 151,641 | |||
2018-09-10 | Employee Contributions | $ 151,641 | |||
2017-09-15 | Employer Contributions | $ 151,093 | 9 | $ 16,788 | |
2017-09-15 | Employee Contributions | $ 151,093 | 9 | $ 16,788 | |
2016-10-18 | Employer Contributions | $ 150,000 | 8 | $ 18,750 | |
2016-10-18 | Employee Contributions | $ 150,000 | 8 | $ 18,750 |