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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 | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
001 | LA POINTE WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 2015-01-01 | 2005-01-01 |
002 | LA POINTE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | 2013-01-01 | 2013-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2020-09-14 | Employer Contributions | $ 493,665 |
2020-09-14 | Employee Contributions | $ 493,665 |
2018-07-05 | Employer Contributions | $ 573,588 |
2018-07-05 | Employee Contributions | $ 573,588 |
2017-05-05 | Employer Contributions | $ 524,189 |
2017-05-05 | Employee Contributions | $ 524,189 |
2016-06-02 | Employer Contributions | $ 526,262 |
2016-06-02 | Employee Contributions | $ 526,262 |
2015-01-30 | Employer Contributions | $ 501,500 |
2015-01-30 | Employee Contributions | $ 501,500 |
2014-03-07 | Employer Contributions | $ 100,456 |
2014-03-07 | Employee Contributions | $ 100,456 |
2013-12-11 | Employer Contributions | $ 125,000 |
2013-12-11 | Employee Contributions | $ 125,000 |