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| Company Name: | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. |
| Employer identification number (EIN): | 770434170 |
| 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: 2023-12-31 | |||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2023-10-13 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 2013-01-01 | 2004-01-01 |
| 002 | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. CASH BALANCE PLAN | 2013-01-01 | 2011-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-15 | Employer Contributions | $ 268,419 |
| 2023-09-15 | Employee Contributions | $ 268,419 |
| 2022-09-15 | Employer Contributions | $ 181,105 |
| 2022-09-15 | Employee Contributions | $ 181,105 |
| 2020-09-10 | Employer Contributions | $ 189,794 |
| 2020-09-10 | Employee Contributions | $ 189,794 |
| 2017-09-13 | Employer Contributions | $ 183,291 |
| 2017-09-13 | Employee Contributions | $ 183,291 |
| 2016-09-09 | Employer Contributions | $ 225,000 |
| 2016-09-09 | Employee Contributions | $ 225,000 |
| 2015-09-14 | Employer Contributions | $ 181,651 |
| 2015-09-14 | Employee Contributions | $ 181,651 |
| 2014-09-09 | Employer Contributions | $ 181,550 |
| 2014-09-09 | Employee Contributions | $ 181,550 |
| 2013-09-09 | Employer Contributions | $ 125,000 |
| 2013-09-09 | Employee Contributions | $ 125,000 |
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