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| 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: 2025-08-31 | ||||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-10-02 | ||||||
| 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 |
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