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Company Name: | LLOYD NAES AND COMPANY CERTIFIED PUBLIC ACCOUNTANTS LLC |
Employer identification number (EIN): | 431470615 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Location Address | |||||
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Date first seen: 2007-06-01 | |||||
Date last seen: 2023-12-31 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
001 | LLOYD NAES AND COMPANY CPAS 401(K) PLAN | 2016-01-01 | 2014-01-01 |
002 | LLOYD NAES CPA CFP PROFIT SHARING PLAN | 2020-01-01 | 2020-01-01 |
003 | LLOYD NAES CPA CFP CASH BALANCE PLAN | 2021-01-01 | 2020-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-09-12 | Employer Contributions | $ 50,000 |
2023-09-12 | Employee Contributions | $ 50,000 |
2022-03-01 | Employer Contributions | $ 2,859 |
2022-03-01 | Employee Contributions | $ 2,859 |
2022-02-23 | Employer Contributions | $ 222,960 |
2022-02-23 | Employee Contributions | $ 222,960 |