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Company Name: | PANORAMA WEALTH STRATEGIES |
Employer identification number (EIN): | 471408860 |
NAIC Classification: | 523900 |
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 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | PANORAMA WEALTH STRATEGIES CASH BALANCE PLAN | 2017-01-01 | 2016-01-01 |
001 | PANORAMA WEALTH STRATEGIES 401(K) PROFIT SHARING PLAN | 2017-01-01 | 2015-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2020-10-05 | Employer Contributions | $ 54,588 |
2020-10-05 | Employee Contributions | $ 54,588 |
2018-09-14 | Employer Contributions | $ 57,644 |
2018-09-14 | Employee Contributions | $ 57,644 |