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| Company Name: | FUSION FAMILY WEALTH, LLC |
| Employer identification number (EIN): | 464069582 |
| NAIC Classification: | 523900 |
Additional information about FUSION FAMILY WEALTH, LLC
| Jurisdiction of Incorporation: | |
| Incorporation Date: | |
| Company Identification Number: |
More information about FUSION FAMILY WEALTH, LLC
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2023-07-31 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | FUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN | 2015-01-01 | 2014-01-01 |
| 002 | FUSION FAMILY WEALTH, LLC CASH BALANCE PLAN | 2015-01-01 | 2015-01-01 |
| 003 | FFW CASH BALANCE PLAN | 2020-01-01 | 2020-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2023-09-14 | Employer Contributions | $ 110,000 | |||
| 2023-09-14 | Employee Contributions | $ 110,000 | |||
| 2022-08-10 | Employer Contributions | $ 111,000 | 5 | $ 22,200 | |
| 2022-08-10 | Employee Contributions | $ 111,000 | 5 | $ 22,200 | |
| 2020-07-16 | Employer Contributions | $ 99,000 | 1 | $ 99,000 | |
| 2020-07-16 | Employee Contributions | $ 99,000 | 1 | $ 99,000 | |
| 2018-09-10 | Employer Contributions | $ 101,500 | 5 | $ 20,300 | |
| 2018-09-10 | Employee Contributions | $ 101,500 | 5 | $ 20,300 | |
| 2017-08-14 | Employer Contributions | $ 98,000 | 9 | $ 10,889 | |
| 2017-08-14 | Employee Contributions | $ 98,000 | 9 | $ 10,889 | |
| 2016-08-05 | Employer Contributions | $ 110,000 | 4 | $ 27,500 | |
| 2016-08-05 | Employee Contributions | $ 110,000 | 4 | $ 27,500 |
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