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| Company Name: | HIGHMARK WEALTH MANAGEMENT LLC |
| Employer identification number (EIN): | 455553673 |
| 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: 2025-06-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-06 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | HIGHMARK WEALTH MANAGEMENT 401(K) | 2016-01-01 | 2015-01-01 |
| 002 | HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN | 2020-01-01 | 2020-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-05-30 | Employer Contributions | $ 81,217 |
| 2023-05-30 | Employee Contributions | $ 81,217 |
| 2023-04-05 | Employer Contributions | $ 170,000 |
| 2023-04-05 | Employee Contributions | $ 170,000 |
| 2023-01-19 | Employer Contributions | $ 40,500 |
| 2023-01-19 | Employee Contributions | $ 40,500 |
| 2022-11-18 | Employer Contributions | $ 50,000 |
| 2022-11-18 | Employee Contributions | $ 50,000 |
| 2021-10-12 | Employer Contributions | $ 21,500 |
| 2021-10-12 | Employee Contributions | $ 21,500 |
| 2021-08-23 | Employer Contributions | $ 66,590 |
| 2021-08-23 | Employee Contributions | $ 66,590 |
| 2021-07-06 | Employer Contributions | $ 37,000 |
| 2021-07-06 | Employee Contributions | $ 37,000 |
| 2021-04-22 | Employer Contributions | $ 40,000 |
| 2021-04-22 | Employee Contributions | $ 40,000 |
| 2021-04-06 | Employer Contributions | $ 70,000 |
| 2021-04-06 | Employee Contributions | $ 70,000 |
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