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Company Name: | PT FINANCIALS COMPANIES, LLC |
Employer identification number (EIN): | 821273671 |
NAIC Classification: | 523110 |
NAIC Description: | Investment Banking and Securities Dealing |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | ||||||
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Date first seen: 2008-01-01 | ||||||
Date last seen: 2023-06-30 | ||||||
USA Location Address | ||||||
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Date first seen: 2008-01-01 | ||||||
Date last seen: 2023-06-30 | ||||||
Date | Description |
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2021-10-14 | 821273671 Change of name detected from PT FINANCIAL COMPANIES LLC to PT FINANCIALS COMPANIES, LLC |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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001 | PERFORMANCE TRUST RETIREMENT PLAN | 2017-01-01 | 1995-01-01 |
002 | PERFORMANCE TRUST CAPITAL PARTNERS, LLC. CASH BALANCE PLAN | 2017-01-01 | 2008-01-01 |