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401k Sponsoring company profile

LAPOINTE WEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAPOINTE WEALTH MANAGEMENT, INC.
Employer identification number (EIN):800130583
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

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

USA Location Address
28544 OLD TOWN FRONT ST. STE 201
TEMECULA
CA
92592
Date first seen: 2007-01-01
Date last seen: 2023-12-31

Plan Sponsor Events

LAPOINTE WEALTH MANAGEMENT, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001LA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN2015-01-01 2005-01-01
002LA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN2013-01-01 2013-01-01

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
2020-09-14Employer Contributions $ 493,665
2020-09-14Employee Contributions $ 493,665
2018-07-05Employer Contributions $ 573,588
2018-07-05Employee Contributions $ 573,588
2017-05-05Employer Contributions $ 524,189
2017-05-05Employee Contributions $ 524,189
2016-06-02Employer Contributions $ 526,262
2016-06-02Employee Contributions $ 526,262
2015-01-30Employer Contributions $ 501,500
2015-01-30Employee Contributions $ 501,500
2014-03-07Employer Contributions $ 100,456
2014-03-07Employee Contributions $ 100,456
2013-12-11Employer Contributions $ 125,000
2013-12-11Employee Contributions $ 125,000

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