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401k Sponsoring company profile

OGDEN WEALTH MANAGEMENT & PLANNING SERVICES has sponsored the creation of one or more 401k plans.

Company Name:OGDEN WEALTH MANAGEMENT & PLANNING SERVICES
Employer identification number (EIN):461380639
NAIC Classification:541219
NAIC Description:Other Accounting Services

The following addresses have been detected on the 401k submissions:

USA Location Address
421 EAST BETTERAVIA ROAD, SUITE 201
SANTA MARIA
CA
93454
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
P.O. BOX 1964
SANTA MARIA
CA
93456
Date first seen: 2009-01-01
Date last seen: 2023-09-30

Plan Sponsor Events

Sponsoring Company Events

DateDescription
2022-06-28461380639 Change of name detected from OGDEN WEALTH MANAGEMENT & PLANNING SERVICES, LLC to OGDEN WEALTH MANAGEMENT & PLANNING SERVICES

OGDEN WEALTH MANAGEMENT & PLANNING SERVICES 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001ROBERT A. OGDEN, CFP, CPA 401(K) PROFIT SHARING PLAN2016-01-01 2003-01-01

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