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401k Sponsoring company profile

LAKESIDE TAX & FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAKESIDE TAX & FINANCIAL SERVICES, INC.
Employer identification number (EIN):474156823
NAIC Classification:541219
NAIC Description:Other Accounting Services

The following addresses have been detected on the 401k submissions:

USA Location Address
9748 LOS COCHES RD #3
LAKESIDE
CA
92040
Date first seen: 2007-07-01
Date last seen: 2024-02-29

LAKESIDE TAX & FINANCIAL SERVICES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001LAKESIDE TAX & FINANCIAL SERVICES, INC. CASH BALANCE PLAN2016-01-01 2016-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-02-02Employer Contributions $ 9,146
2023-02-02Employee Contributions $ 9,146
2022-11-21Employer Contributions $ 70,000
2022-11-21Employee Contributions $ 70,000
2021-08-09Employer Contributions $ 35,000
2021-08-09Employee Contributions $ 35,000
2021-06-24Employer Contributions $ 35,000
2021-06-24Employee Contributions $ 35,000
2020-05-19Employer Contributions $ 3,095
2020-05-19Employee Contributions $ 3,095
2019-06-07Employer Contributions $ 10,000
2019-06-07Employee Contributions $ 10,000
2019-05-24Employer Contributions $ 10,000
2019-05-24Employee Contributions $ 10,000
2019-05-09Employer Contributions $ 10,000
2019-05-09Employee Contributions $ 10,000
2019-04-22Employer Contributions $ 10,000
2019-04-22Employee Contributions $ 10,000
2019-04-05Employer Contributions $ 10,000
2019-04-05Employee Contributions $ 10,000
2019-03-25Employer Contributions $ 10,000
2019-03-25Employee Contributions $ 10,000
2018-05-11Employer Contributions $ 30,000
2018-05-11Employee Contributions $ 30,000
2018-04-11Employer Contributions $ 40,000
2018-04-11Employee Contributions $ 40,000
2017-08-29Employer Contributions $ 30,000
2017-08-29Employee Contributions $ 30,000
2017-03-22Employer Contributions $ 70,000
2017-03-22Employee Contributions $ 70,000

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