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| Company Name: | PRESTON FINANCIAL LLC DBA PRESTON INVESTMENTS |
| Employer identification number (EIN): | 822466263 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-10-01 | |||||
| Date last seen: 2025-08-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-10-01 | |||||
| Date last seen: 2025-06-27 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | PRESTON FINANCIAL LLC CASH BALANCE PENSION PLAN | 2017-01-01 | 2017-01-01 |
| 001 | PRESTON FINANCIAL LLC PROFIT SHARING PLAN | 2017-01-01 | 2017-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-02-01 | Employer Contributions | $ 113,651 |
| 2023-02-01 | Employee Contributions | $ 113,651 |
| 2022-09-29 | Employer Contributions | $ 23,782 |
| 2022-09-29 | Employee Contributions | $ 23,782 |
| 2022-08-24 | Employer Contributions | $ 4,445 |
| 2022-08-24 | Employee Contributions | $ 4,445 |
| 2022-07-28 | Employer Contributions | $ 13,959 |
| 2022-07-28 | Employee Contributions | $ 13,959 |
| 2022-06-30 | Employer Contributions | $ 14,205 |
| 2022-06-30 | Employee Contributions | $ 14,205 |
| 2022-05-25 | Employer Contributions | $ 13,940 |
| 2022-05-25 | Employee Contributions | $ 13,940 |
| 2022-04-27 | Employer Contributions | $ 14,051 |
| 2022-04-27 | Employee Contributions | $ 14,051 |
| 2022-04-04 | Employer Contributions | $ 576 |
| 2022-04-04 | Employee Contributions | $ 576 |
| 2022-03-17 | Employer Contributions | $ 13,576 |
| 2022-03-17 | Employee Contributions | $ 13,576 |
| 2022-03-03 | Employer Contributions | $ 13,919 |
| 2022-03-03 | Employee Contributions | $ 13,919 |
| 2022-02-03 | Employer Contributions | $ 13,896 |
| 2022-02-03 | Employee Contributions | $ 13,896 |
| 2021-11-01 | Employer Contributions | $ 13,576 |
| 2021-11-01 | Employee Contributions | $ 13,576 |
| 2021-09-24 | Employer Contributions | $ 13,620 |
| 2021-09-24 | Employee Contributions | $ 13,620 |
| 2021-09-01 | Employer Contributions | $ 13,600 |
| 2021-09-01 | Employee Contributions | $ 13,600 |
| 2021-07-30 | Employer Contributions | $ 13,702 |
| 2021-07-30 | Employee Contributions | $ 13,702 |
| 2021-06-24 | Employer Contributions | $ 13,459 |
| 2021-06-24 | Employee Contributions | $ 13,459 |
| 2021-05-27 | Employer Contributions | $ 13,456 |
| 2021-05-27 | Employee Contributions | $ 13,456 |
| 2021-04-30 | Employer Contributions | $ 20,910 |
| 2021-04-30 | Employee Contributions | $ 20,910 |
| 2021-03-26 | Employer Contributions | $ 21,505 |
| 2021-03-26 | Employee Contributions | $ 21,505 |
| 2021-02-26 | Employer Contributions | $ 20,300 |
| 2021-02-26 | Employee Contributions | $ 20,300 |
| 2021-02-02 | Employer Contributions | $ 12,367 |
| 2021-02-02 | Employee Contributions | $ 12,367 |
| 2020-02-06 | Employer Contributions | $ 118,215 |
| 2020-02-06 | Employee Contributions | $ 118,215 |
| 2019-12-31 | Employer Contributions | $ 100,000 |
| 2019-12-31 | Employee Contributions | $ 100,000 |
| 2019-03-15 | Employer Contributions | $ 202,926 |
| 2019-03-15 | Employee Contributions | $ 202,926 |
| 2018-04-20 | Employer Contributions | $ 165,616 |
| 2018-04-20 | Employee Contributions | $ 165,616 |
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