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Company Name: | COGLIANO PRIVATE WEALTH STRATEGIES, INC. |
Employer identification number (EIN): | 812638561 |
NAIC Classification: | 523900 |
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 | COGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN | 2017-01-01 | 2017-01-01 |
002 | COGLIANO PRIVATE WEALTH STRATEGIES, INC. CASH BALANCE PLAN | 2021-01-01 | 2020-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-08-30 | Employer Contributions | $ 77,000 |
2023-08-30 | Employee Contributions | $ 77,000 |
2022-01-25 | Employer Contributions | $ 83,414 |
2022-01-25 | Employee Contributions | $ 83,414 |