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| Company Name: | ENVISION WEALTH MANAGEMENT, INC. |
| Employer identification number (EIN): | 710866012 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-06-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | ENVISION WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 2015-01-01 | 2002-01-01 |
| 001 | ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | 2013-01-01 | 2005-01-01 |
| 003 | ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | 2019-01-01 | 2019-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-02-03 | Employer Contributions | $ 50,000 |
| 2023-02-03 | Employee Contributions | $ 50,000 |
| 2022-12-01 | Employer Contributions | $ 50,000 |
| 2022-12-01 | Employee Contributions | $ 50,000 |
| 2022-10-24 | Employer Contributions | $ 50,000 |
| 2022-10-24 | Employee Contributions | $ 50,000 |
| 2022-02-11 | Employer Contributions | $ 50,000 |
| 2022-02-11 | Employee Contributions | $ 50,000 |
| 2021-11-01 | Employer Contributions | $ 40,000 |
| 2021-11-01 | Employee Contributions | $ 40,000 |
| 2021-09-24 | Employer Contributions | $ 60,000 |
| 2021-09-24 | Employee Contributions | $ 60,000 |
| 2021-01-15 | Employer Contributions | $ 9,160 |
| 2021-01-15 | Employee Contributions | $ 9,160 |
| 2020-12-03 | Employer Contributions | $ 25,000 |
| 2020-12-03 | Employee Contributions | $ 25,000 |
| 2020-11-03 | Employer Contributions | $ 20,000 |
| 2020-11-03 | Employee Contributions | $ 20,000 |
| 2020-10-06 | Employer Contributions | $ 20,000 |
| 2020-10-06 | Employee Contributions | $ 20,000 |
| 2020-09-15 | Employer Contributions | $ 30,000 |
| 2020-09-15 | Employee Contributions | $ 30,000 |
| 2020-07-13 | Employer Contributions | $ 30,000 |
| 2020-07-13 | Employee Contributions | $ 30,000 |
| 2020-03-25 | Employer Contributions | $ 7,166 |
| 2020-03-25 | Employee Contributions | $ 7,166 |
| 2020-03-09 | Employer Contributions | $ 25,000 |
| 2020-03-09 | Employee Contributions | $ 25,000 |
| 2020-02-12 | Employer Contributions | $ 25,000 |
| 2020-02-12 | Employee Contributions | $ 25,000 |
| 2020-01-16 | Employer Contributions | $ 50,000 |
| 2020-01-16 | Employee Contributions | $ 50,000 |
| 2019-12-13 | Employer Contributions | $ 25,000 |
| 2019-12-13 | Employee Contributions | $ 25,000 |
| 2019-03-15 | Employer Contributions | $ 9,653 |
| 2019-03-15 | Employee Contributions | $ 9,653 |
| 2018-12-03 | Employer Contributions | $ 20,000 |
| 2018-12-03 | Employee Contributions | $ 20,000 |
| 2018-11-07 | Employer Contributions | $ 30,000 |
| 2018-11-07 | Employee Contributions | $ 30,000 |
| 2018-10-24 | Employer Contributions | $ 30,000 |
| 2018-10-24 | Employee Contributions | $ 30,000 |
| 2018-05-15 | Employer Contributions | $ 188 |
| 2018-05-15 | Employee Contributions | $ 188 |
| 2018-02-16 | Employer Contributions | $ 15,949 |
| 2018-02-16 | Employee Contributions | $ 15,949 |
| 2018-02-09 | Employer Contributions | $ 25,000 |
| 2018-02-09 | Employee Contributions | $ 25,000 |
| 2017-11-01 | Employer Contributions | $ 75,000 |
| 2017-11-01 | Employee Contributions | $ 75,000 |
| 2017-04-04 | Employer Contributions | $ 28,747 |
| 2017-04-04 | Employee Contributions | $ 28,747 |
| 2017-03-05 | Employer Contributions | $ 8,600 |
| 2017-03-05 | Employee Contributions | $ 8,600 |
| 2016-12-21 | Employer Contributions | $ 25,000 |
| 2016-12-21 | Employee Contributions | $ 25,000 |
| 2016-12-16 | Employer Contributions | $ 100,000 |
| 2016-12-16 | Employee Contributions | $ 100,000 |
| 2016-05-18 | Employer Contributions | $ 188 |
| 2016-05-18 | Employee Contributions | $ 188 |
| 2016-03-24 | Employer Contributions | $ 1,000 |
| 2016-03-24 | Employee Contributions | $ 1,000 |
| 2016-03-22 | Employer Contributions | $ 164,000 |
| 2016-03-22 | Employee Contributions | $ 164,000 |
| 2015-05-18 | Employer Contributions | $ 188 |
| 2015-05-18 | Employee Contributions | $ 188 |
| 2015-04-02 | Employer Contributions | $ 98,954 |
| 2015-04-02 | Employee Contributions | $ 98,954 |
| 2014-08-04 | Employer Contributions | $ 117,222 |
| 2014-08-04 | Employee Contributions | $ 117,222 |
| 2014-05-15 | Employer Contributions | $ 188 |
| 2014-05-15 | Employee Contributions | $ 188 |
| 2013-05-20 | Employer Contributions | $ 100,000 |
| 2013-05-20 | Employee Contributions | $ 100,000 |
| 2012-06-14 | Employer Contributions | $ 86 |
| 2012-06-14 | Employee Contributions | $ 86 |
| 2012-05-17 | Employer Contributions | $ 188 |
| 2012-05-17 | Employee Contributions | $ 188 |
| 2012-04-17 | Employer Contributions | $ 59,580 |
| 2012-04-17 | Employee Contributions | $ 59,580 |
| 2012-03-30 | Employer Contributions | $ 40,147 |
| 2012-03-30 | Employee Contributions | $ 40,147 |
| 2011-06-23 | Employer Contributions | $ 86 |
| 2011-06-23 | Employee Contributions | $ 86 |
| 2011-05-26 | Employer Contributions | $ 188 |
| 2011-05-26 | Employee Contributions | $ 188 |
| 2011-03-18 | Employer Contributions | $ 40,148 |
| 2011-03-18 | Employee Contributions | $ 40,148 |
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