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| Company Name: | CONCEPTUAL FINANCIAL PLANNING, INC. |
| Employer identification number (EIN): | 391501854 |
| NAIC Classification: | 541380 |
| NAIC Description: | Testing Laboratories |
Additional information about CONCEPTUAL FINANCIAL PLANNING, INC.
| Jurisdiction of Incorporation: | |
| Incorporation Date: | |
| Company Identification Number: |
More information about CONCEPTUAL FINANCIAL PLANNING, INC.
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 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN | 2012-01-01 | 1994-01-01 |
| 002 | CONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN | 2021-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-08-16 | Employer Contributions | $ 32,500 |
| 2023-08-16 | Employee Contributions | $ 32,500 |
| 2023-05-05 | Employer Contributions | $ 32,500 |
| 2023-05-05 | Employee Contributions | $ 32,500 |
| 2023-03-16 | Employer Contributions | $ 15,611 |
| 2023-03-16 | Employee Contributions | $ 15,611 |
| 2022-12-15 | Employer Contributions | $ 5,000 |
| 2022-12-15 | Employee Contributions | $ 5,000 |
| 2022-10-19 | Employer Contributions | $ 10,000 |
| 2022-10-19 | Employee Contributions | $ 10,000 |
| 2022-09-29 | Employer Contributions | $ 5,000 |
| 2022-09-29 | Employee Contributions | $ 5,000 |
| 2022-09-15 | Employer Contributions | $ 10,000 |
| 2022-09-15 | Employee Contributions | $ 10,000 |
| 2022-07-22 | Employer Contributions | $ 15,000 |
| 2022-07-22 | Employee Contributions | $ 15,000 |
| 2022-06-21 | Employer Contributions | $ 286 |
| 2022-06-21 | Employee Contributions | $ 286 |
| 2022-06-17 | Employer Contributions | $ 14,000 |
| 2022-06-17 | Employee Contributions | $ 14,000 |
| 2022-05-20 | Employer Contributions | $ 10,000 |
| 2022-05-20 | Employee Contributions | $ 10,000 |
| 2022-04-22 | Employer Contributions | $ 40,000 |
| 2022-04-22 | Employee Contributions | $ 40,000 |
| 2022-04-08 | Employer Contributions | $ 50,000 |
| 2022-04-08 | Employee Contributions | $ 50,000 |
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