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| Company Name: | P5 STRATEGIES, LLC |
| Employer identification number (EIN): | 844249008 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-09-30 | |||||
| Date | Description |
|---|---|
| 2022-07-15 | 844249008 Change of name detected from FP1 STRATEGIES, LLC to P5 STRATEGIES, LLC |
| 2022-07-15 | 844249008 Change of plan name detected from FP1 STRATEGIES, LLC 401(K) PROFIT SHARING PLAN to P5 STRATEGIES, LLC 401(K) PROFIT SHARING PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | P5 STRATEGIES, LLC CASH BALANCE PENSION PLAN | 2020-01-01 | 2020-01-01 |
| 001 | P5 STRATEGIES, LLC 401(K) PROFIT SHARING PLAN | 2021-01-01 | 2013-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2023-06-13 | Employer Contributions | $ 473,370 | |||
| 2023-06-13 | Employee Contributions | $ 473,370 | |||
| 2023-04-26 | Employer Contributions | $ 50,000 | |||
| 2023-04-26 | Employee Contributions | $ 50,000 | |||
| 2023-04-24 | Employer Contributions | $ 305,751 | |||
| 2023-04-24 | Employee Contributions | $ 305,751 | |||
| 2023-04-04 | Employer Contributions | $ 96,909 | |||
| 2023-04-04 | Employee Contributions | $ 96,909 | |||
| 2022-12-22 | Employer Contributions | $ 185,000 | 106 | $ 1,745 | |
| 2022-12-22 | Employee Contributions | $ 185,000 | 106 | $ 1,745 | |
| 2022-09-15 | Employer Contributions | $ 357,744 | 106 | $ 3,375 | |
| 2022-09-15 | Employee Contributions | $ 357,744 | 106 | $ 3,375 | |
| 2022-07-08 | Employer Contributions | $ 302,870 | 106 | $ 2,857 | |
| 2022-07-08 | Employee Contributions | $ 302,870 | 106 | $ 2,857 | |
| 2022-04-27 | Employer Contributions | $ 247,996 | 106 | $ 2,340 | |
| 2022-04-27 | Employee Contributions | $ 247,996 | 106 | $ 2,340 | |
| 2022-03-10 | Employer Contributions | $ 52,055 | 106 | $ 491 | |
| 2022-03-10 | Employee Contributions | $ 52,055 | 106 | $ 491 | |
| 2021-12-21 | Employer Contributions | $ 90,000 | |||
| 2021-12-21 | Employee Contributions | $ 90,000 | |||
| 2021-09-17 | Employer Contributions | $ 256,019 | |||
| 2021-09-17 | Employee Contributions | $ 256,019 | |||
| 2021-06-24 | Employer Contributions | $ 276,020 | |||
| 2021-06-24 | Employee Contributions | $ 276,020 | |||
| 2021-05-06 | Employer Contributions | $ 259,362 | |||
| 2021-05-06 | Employee Contributions | $ 259,362 | |||
| 2021-02-22 | Employer Contributions | $ 110,000 | |||
| 2021-02-22 | Employee Contributions | $ 110,000 |
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