?>
Company Name: | AFFINITY WEALTH MANAGEMENT LLC |
Employer identification number (EIN): | 823504606 |
NAIC Classification: | 523120 |
NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
---|---|---|---|---|---|
| |||||
Date first seen: 2009-01-01 | |||||
Date last seen: 2023-09-30 | |||||
USA Location Address | ||||||
---|---|---|---|---|---|---|
| ||||||
Date first seen: 2007-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
001 | AFFINITY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 2017-01-01 | 1989-01-01 |
002 | AFFINITY WEALTH MANAGEMENT LLC CASH BALANCE PLAN | 2021-01-01 | 2021-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-02-10 | Employer Contributions | $ 137,005 |
2023-02-10 | Employee Contributions | $ 137,005 |
2022-06-15 | Employer Contributions | $ 31,750 |
2022-06-15 | Employee Contributions | $ 31,750 |
2022-05-16 | Employer Contributions | $ 31,750 |
2022-05-16 | Employee Contributions | $ 31,750 |
2022-04-18 | Employer Contributions | $ 31,750 |
2022-04-18 | Employee Contributions | $ 31,750 |
2022-03-14 | Employer Contributions | $ 384,811 |
2022-03-14 | Employee Contributions | $ 384,811 |