?>
Company Name: | LFS WEALTH ADVISORS, LLC |
Employer identification number (EIN): | 823992900 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
---|---|---|---|---|---|
| |||||
Date first seen: 2009-01-01 | |||||
Date last seen: 2023-10-31 | |||||
Date | Description |
---|---|
2022-06-30 | 823992900 Change of name detected from LIGHTHOUSE FINANCIAL STRATEGIES to LFS WEALTH ADVISORS, LLC |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | LFS WEALTH ADVISORS LLC CASH BALANCE PLAN | 2018-01-01 | 2018-01-01 |
001 | LIGHTHOUSE FINANCIAL STRATEGIES 401(K) PLAN | 2021-01-01 | 2011-04-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-09-14 | Employer Contributions | $ 470,000 |
2023-09-14 | Employee Contributions | $ 470,000 |
2022-09-15 | Employer Contributions | $ 430,000 |
2022-09-15 | Employee Contributions | $ 430,000 |
2020-09-15 | Employer Contributions | $ 380,000 |
2020-09-15 | Employee Contributions | $ 380,000 |