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Company Name: | CUSTOM WEALTH STRATEGIES, LLC |
Employer identification number (EIN): | 471899843 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about CUSTOM WEALTH STRATEGIES, LLC
Jurisdiction of Incorporation: | |
Incorporation Date: | |
Company Identification Number: |
More information about CUSTOM WEALTH STRATEGIES, LLC
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2008-07-01 | |||||
Date last seen: 2023-09-30 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
003 | CUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN | 2018-01-01 | 2018-01-01 |
002 | CUSTOM WEALTH STRATEGIES PENSION PLAN | 2018-01-01 | 2015-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-01-03 | Employer Contributions | $ 20,000 |
2023-01-03 | Employee Contributions | $ 20,000 |
2022-12-02 | Employer Contributions | $ 20,000 |
2022-12-02 | Employee Contributions | $ 20,000 |
2022-11-01 | Employer Contributions | $ 20,000 |
2022-11-01 | Employee Contributions | $ 20,000 |
2022-09-06 | Employer Contributions | $ 20,000 |
2022-09-06 | Employee Contributions | $ 20,000 |
2022-08-02 | Employer Contributions | $ 20,000 |
2022-08-02 | Employee Contributions | $ 20,000 |
2022-06-01 | Employer Contributions | $ 20,000 |
2022-06-01 | Employee Contributions | $ 20,000 |
2022-04-28 | Employer Contributions | $ 20,000 |
2022-04-28 | Employee Contributions | $ 20,000 |
2022-03-02 | Employer Contributions | $ 20,500 |
2022-03-02 | Employee Contributions | $ 20,500 |
2022-03-01 | Employer Contributions | $ 20,000 |
2022-03-01 | Employee Contributions | $ 20,000 |
2022-01-31 | Employer Contributions | $ 20,000 |
2022-01-31 | Employee Contributions | $ 20,000 |
2021-12-31 | Employer Contributions | $ 25,000 |
2021-12-31 | Employee Contributions | $ 25,000 |
2021-11-30 | Employer Contributions | $ 25,000 |
2021-11-30 | Employee Contributions | $ 25,000 |
2021-11-02 | Employer Contributions | $ 25,000 |
2021-11-02 | Employee Contributions | $ 25,000 |
2021-09-29 | Employer Contributions | $ 11,000 |
2021-09-29 | Employee Contributions | $ 11,000 |
2021-08-30 | Employer Contributions | $ 10,500 |
2021-08-30 | Employee Contributions | $ 10,500 |
2021-07-30 | Employer Contributions | $ 20,000 |
2021-07-30 | Employee Contributions | $ 20,000 |
2021-07-29 | Employer Contributions | $ 12,000 |
2021-07-29 | Employee Contributions | $ 12,000 |
2021-06-16 | Employer Contributions | $ 10,500 |
2021-06-16 | Employee Contributions | $ 10,500 |
2021-05-17 | Employer Contributions | $ 20,000 |
2021-05-17 | Employee Contributions | $ 20,000 |
2021-05-05 | Employer Contributions | $ 10,500 |
2021-05-05 | Employee Contributions | $ 10,500 |
2021-04-15 | Employer Contributions | $ 11,500 |
2021-04-15 | Employee Contributions | $ 11,500 |
2021-04-01 | Employer Contributions | $ 10,500 |
2021-04-01 | Employee Contributions | $ 10,500 |
2021-03-01 | Employer Contributions | $ 10,500 |
2021-03-01 | Employee Contributions | $ 10,500 |
2021-02-02 | Employer Contributions | $ 10,500 |
2021-02-02 | Employee Contributions | $ 10,500 |
2020-01-15 | Employer Contributions | $ 22,000 |
2020-01-15 | Employee Contributions | $ 22,000 |
2019-10-31 | Employer Contributions | $ 10,000 |
2019-10-31 | Employee Contributions | $ 10,000 |
2019-08-01 | Employer Contributions | $ 80,000 |
2019-08-01 | Employee Contributions | $ 80,000 |
2019-07-01 | Employer Contributions | $ 45,000 |
2019-07-01 | Employee Contributions | $ 45,000 |
2019-05-31 | Employer Contributions | $ 19,000 |
2019-05-31 | Employee Contributions | $ 19,000 |
2019-05-01 | Employer Contributions | $ 18,000 |
2019-05-01 | Employee Contributions | $ 18,000 |