| Company Name: | PERRY, WHITE, ROSS & JACOBSON, LLC |
| Employer identification number (EIN): | 462891169 |
| NAIC Classification: | 541190 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-13 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | PERRY, WHITE, ROSS & JACOBSON, LLC 401(K) PROFIT SHARING PLAN | 2016-01-01 | 2014-01-01 |
| 002 | PERRY, WHITE, ROSS & JACOBSON, LLC CASH BALANCE PLAN | 2017-01-01 | 2017-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-03-13 | Employer Contributions | $ 13,739 |
| 2023-03-13 | Employee Contributions | $ 13,739 |
| 2023-03-10 | Employer Contributions | $ 23,922 |
| 2023-03-10 | Employee Contributions | $ 23,922 |
| 2023-03-07 | Employer Contributions | $ 80,042 |
| 2023-03-07 | Employee Contributions | $ 80,042 |
| 2023-01-25 | Employer Contributions | $ 127,000 |
| 2023-01-25 | Employee Contributions | $ 127,000 |
| 2023-01-13 | Employer Contributions | $ 24,000 |
| 2023-01-13 | Employee Contributions | $ 24,000 |
| 2022-03-09 | Employer Contributions | $ 127,000 |
| 2022-03-09 | Employee Contributions | $ 127,000 |
| 2021-10-19 | Employer Contributions | $ 24,000 |
| 2021-10-19 | Employee Contributions | $ 24,000 |
| 2020-08-06 | Employer Contributions | $ 24,000 |
| 2020-08-06 | Employee Contributions | $ 24,000 |
| 2020-03-12 | Employer Contributions | $ 127,000 |
| 2020-03-12 | Employee Contributions | $ 127,000 |
| 2020-02-13 | Employer Contributions | $ 7,820 |
| 2020-02-13 | Employee Contributions | $ 7,820 |
| 2018-07-17 | Employer Contributions | $ 17,927 |
| 2018-07-17 | Employee Contributions | $ 17,927 |
| 2018-03-14 | Employer Contributions | $ 127,000 |
| 2018-03-14 | Employee Contributions | $ 127,000 |