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Company Name: | BOSTON WEALTH STRATEGIES, INC. |
Employer identification number (EIN): | 463096479 |
NAIC Classification: | 523110 |
NAIC Description: | Investment Banking and Securities Dealing |
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: 2007-01-01 | |||||
Date last seen: 2023-10-08 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | BOSTON WEALTH STRATEGIES, INC. CASH BALANCE PENSION PLAN | 2017-01-01 | 2017-01-01 |
001 | BOSTON WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | 2017-01-01 | 2017-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-08-31 | Employer Contributions | $ 167,750 |
2023-08-31 | Employee Contributions | $ 167,750 |
2023-07-31 | Employer Contributions | $ 9,981 |
2023-07-31 | Employee Contributions | $ 9,981 |
2022-03-03 | Employer Contributions | $ 14,365 |
2022-03-03 | Employee Contributions | $ 14,365 |
2021-12-31 | Employer Contributions | $ 50,000 |
2021-12-31 | Employee Contributions | $ 50,000 |
2021-10-22 | Employer Contributions | $ 100,000 |
2021-10-22 | Employee Contributions | $ 100,000 |
2020-02-28 | Employer Contributions | $ 56,567 |
2020-02-28 | Employee Contributions | $ 56,567 |
2019-11-04 | Employer Contributions | $ 100,000 |
2019-11-04 | Employee Contributions | $ 100,000 |
2019-03-11 | Employer Contributions | $ 79,051 |
2019-03-11 | Employee Contributions | $ 79,051 |
2018-08-16 | Employer Contributions | $ 75,000 |
2018-08-16 | Employee Contributions | $ 75,000 |
2018-06-29 | Employer Contributions | $ 524 |
2018-06-29 | Employee Contributions | $ 524 |
2018-03-14 | Employer Contributions | $ 173,524 |
2018-03-14 | Employee Contributions | $ 173,524 |