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| Company Name: | SECURE PLANNING STRATEGIES, INC. |
| Employer identification number (EIN): | 814602676 |
| 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: 2025-06-30 | ||||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-07-24 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | SECURE PLANNING STRATEGIES PROFIT SHARING PLAN | 2019-01-01 | 2015-01-01 |
| 003 | SECURE PLANNING STRATEGIES CASH BALANCE PLAN | 2019-01-01 | 2015-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-01-12 | Employer Contributions | $ 377,027 |
| 2023-01-12 | Employee Contributions | $ 377,027 |
| 2022-01-14 | Employer Contributions | $ 328,672 |
| 2022-01-14 | Employee Contributions | $ 328,672 |
| 2020-02-26 | Employer Contributions | $ 345,000 |
| 2020-02-26 | Employee Contributions | $ 345,000 |
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