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| Company Name: | NORTHERN OAK WEALTH MANAGEMENT |
| Employer identification number (EIN): | 391230894 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2013-05-30 | |||||
| Date last seen: 2018-07-26 | |||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2015-05-21 | ||||||
| Date last seen: 2019-04-24 | ||||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2011-07-28 | |||||
| Date last seen: 2011-07-28 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2020-10-14 | |||||
| Date last seen: 2020-10-14 | |||||
| Date | Description |
|---|---|
| 2021-06-28 | 391230894 Change of name detected from NORTHERN OAK CAPITAL MANAGEMEN to NORTHERN OAK WEALTH MANAGEMENT |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST | 2012-01-01 | 2006-01-01 |
| 002 | NORTHERN OAK WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | 2015-01-01 | 2014-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2018-07-11 | Employer Contributions | $ 36,019 | 6 | $ 6,003 | |
| 2018-07-11 | Employee Contributions | $ 36,019 | 6 | $ 6,003 | |
| 2018-03-02 | Employer Contributions | $ 22,334 | 6 | $ 3,722 | |
| 2018-03-02 | Employee Contributions | $ 22,334 | 6 | $ 3,722 | |
| 2017-12-26 | Employer Contributions | $ 38,050 | 9 | $ 4,228 | |
| 2017-12-26 | Employee Contributions | $ 38,050 | 9 | $ 4,228 | |
| 2017-08-28 | Employer Contributions | $ 38,000 | 9 | $ 4,222 | |
| 2017-08-28 | Employee Contributions | $ 38,000 | 9 | $ 4,222 | |
| 2017-05-08 | Employer Contributions | $ 37,500 | 9 | $ 4,167 | |
| 2017-05-08 | Employee Contributions | $ 37,500 | 9 | $ 4,167 | |
| 2017-02-14 | Employer Contributions | $ 15,311 | 9 | $ 1,701 | |
| 2017-02-14 | Employee Contributions | $ 15,311 | 9 | $ 1,701 | |
| 2016-11-30 | Employer Contributions | $ 37,500 | 8 | $ 4,688 | |
| 2016-11-30 | Employee Contributions | $ 37,500 | 8 | $ 4,688 | |
| 2016-09-27 | Employer Contributions | $ 37,500 | 8 | $ 4,688 | |
| 2016-09-27 | Employee Contributions | $ 37,500 | 8 | $ 4,688 | |
| 2016-05-31 | Employer Contributions | $ 37,500 | 8 | $ 4,688 | |
| 2016-05-31 | Employee Contributions | $ 37,500 | 8 | $ 4,688 | |
| 2016-02-24 | Employer Contributions | $ 159,383 | 8 | $ 19,923 | |
| 2016-02-24 | Employee Contributions | $ 159,383 | 8 | $ 19,923 | |
| 2015-02-10 | Employer Contributions | $ 153,706 | 8 | $ 19,213 | |
| 2015-02-10 | Employee Contributions | $ 153,706 | 8 | $ 19,213 |
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