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401k Sponsoring company profile

BRIAN MATTHEW PADRICK has sponsored the creation of one or more 401k plans.

Company Name:BRIAN MATTHEW PADRICK
Employer identification number (EIN):823776207
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

The following addresses have been detected on the 401k submissions:

USA Location Address
3541 OLD CONEJO ROAD 114
NEWBURY PARK
CA
91320
Date first seen: 2007-07-01
Date last seen: 2025-09-30
401k Sponsor USA Address
3541 OLD CONEJO ROAD UNIT 114
NEWBURY PARK
CA
91320
Date first seen: 2007-07-01
Date last seen: 2025-09-30
401k Sponsor USA Address
515 MARIN STREET
SUITE 320
THOUSAND OAKS
CA
91360
Date first seen: 2007-02-01
Date last seen: 2025-06-25
401k Sponsor USA Address
3541 OLD CONEJO RD., UNIT 114
NEWBURY PARK
CA
91320
Date first seen: 2007-07-01
Date last seen: 2025-09-30

Plan Sponsor Events

BRIAN MATTHEW PADRICK 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001BRIAN PADRICK, INC. 401 K PROFIT SHARING PLAN TRUST2017-01-01 2013-01-01
002BRIAN PADRICK, INC. CASH BALANCE PENSION PLAN AND TRUST2018-01-01 2018-01-01
003BRIAN PADRICK, INC. PROFIT SHARING PLAN2018-01-01 2018-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-03-17Employer Contributions $ 250,000
2023-03-17Employee Contributions $ 250,000
2022-03-07Employer Contributions $ 394,172
2022-03-07Employee Contributions $ 394,172
2020-03-04Employer Contributions $ 218,565
2020-03-04Employee Contributions $ 218,565
2019-04-01Employer Contributions $ 135,400
2019-04-01Employee Contributions $ 135,400

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