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Company Name: | L&Y TAX ADVISORS, LLC |
Employer identification number (EIN): | 853541555 |
NAIC Classification: | 541213 |
NAIC Description: | Tax Preparation Services |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-03-31 | |||||
Date | Description |
---|---|
2023-10-11 | 853541555 Change of name detected from LATIMER & LATIMER PC to L&Y TAX ADVISORS, LLC |
2023-10-11 | 853541555 Change of plan name detected from LATIMER & LATIMER PC CASH BALANCE PLAN to L&Y TAX ADVISORS, LLC CASH BALANCE PLAN for plan ID 001 |
2023-10-06 | 853541555 Change of name detected from LATIMER & LATIMER PC to L&Y TAX ADVISORS, LLC |
2023-10-06 | 853541555 Change of plan name detected from LATIMER & LATIMER PC 401(K) PLAN to L&Y TAX ADVISORS, LLC 401(K) PLAN for plan ID 002 |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | L&Y TAX ADVISORS, LLC 401(K) PLAN | 2022-01-01 | 2019-01-01 |
001 | L&Y TAX ADVISORS, LLC CASH BALANCE PLAN | 2022-01-01 | 2019-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2021-09-07 | Employer Contributions | $ 80,000 |
2021-09-07 | Employee Contributions | $ 80,000 |