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Company Name: | INTEGRATED FINANCIAL PLANNING, PC FINANCIAL PLANNING |
Employer identification number (EIN): | 841480577 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Mailing Address | |||||
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Date first seen: 2009-01-01 | |||||
Date last seen: 2023-08-31 | |||||
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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001 | INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN | 2015-01-01 | 2003-01-01 |
002 | INTEGRATED FINANCIAL PLANNING, P.C. CASH BALANCE PLAN | 2020-01-01 | 2020-01-01 |
Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
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2021-07-22 | Employer Contributions | $ 2,782 | |||
2021-07-22 | Employee Contributions | $ 2,782 | |||
2021-07-21 | Employer Contributions | $ 222,000 | |||
2021-07-21 | Employee Contributions | $ 222,000 | |||
2021-03-08 | Employer Contributions | $ 14,000 | |||
2021-03-08 | Employee Contributions | $ 14,000 | |||
2021-02-03 | Employer Contributions | $ 14,000 | |||
2021-02-03 | Employee Contributions | $ 14,000 |