?>
Company Name: | STEPHENS WEALTH MANAGEMENT GROUP, INC |
Employer identification number (EIN): | 383182211 |
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: 2023-12-31 | ||||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
001 | STEPHENS WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN | 2012-01-01 | 1994-07-04 |
002 | STEPHENS WEALTH MANAGEMENT GROUP, INC. CASH BALANCE PLAN | 2016-01-01 | 2015-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-07-13 | Employer Contributions | $ 94,745 |
2023-07-13 | Employee Contributions | $ 94,745 |
2023-05-10 | Employer Contributions | $ 100,000 |
2023-05-10 | Employee Contributions | $ 100,000 |
2022-07-28 | Employer Contributions | $ 160,000 |
2022-07-28 | Employee Contributions | $ 160,000 |
2020-07-30 | Employer Contributions | $ 82,649 |
2020-07-30 | Employee Contributions | $ 82,649 |
2020-06-04 | Employer Contributions | $ 75,000 |
2020-06-04 | Employee Contributions | $ 75,000 |
2019-06-06 | Employer Contributions | $ 183,970 |
2019-06-06 | Employee Contributions | $ 183,970 |
2018-05-07 | Employer Contributions | $ 134,000 |
2018-05-07 | Employee Contributions | $ 134,000 |
2017-07-31 | Employer Contributions | $ 71,000 |
2017-07-31 | Employee Contributions | $ 71,000 |
2017-05-31 | Employer Contributions | $ 100,000 |
2017-05-31 | Employee Contributions | $ 100,000 |
2016-06-29 | Employer Contributions | $ 19,250 |
2016-06-29 | Employee Contributions | $ 19,250 |
2016-05-13 | Employer Contributions | $ 75,000 |
2016-05-13 | Employee Contributions | $ 75,000 |
2016-02-24 | Employer Contributions | $ 50,000 |
2016-02-24 | Employee Contributions | $ 50,000 |