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| Company Name: | ELEVATE MANAGEMENT FIRM, LLC |
| Employer identification number (EIN): | 854177766 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2023-12-06 | |||||
| Date last seen: 2023-12-06 | |||||
| Date | Description |
|---|---|
| 2024-12-20 | 854177766 Change of name detected from JOHN L. BUGAY to ELEVATE MANAGEMENT FIRM, LLC |
| 2024-12-20 | 854177766 Change of plan name detected from JOHN L. BUGAY 401(K) PLAN to ELEVATE MANAGEMENT FIRM 401(K) PLAN for plan ID 001 |
| 2022-07-13 | 854177766 Change of name detected from JOHN L. BUGAY to ELEVATE MANAGEMENT FIRM, LLC |
| 2022-07-13 | 854177766 Change of plan name detected from JOHN L. BUGAY 401(K) PLAN to ELEVATE MANAGEMENT FIRM 401(K) PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | ELEVATE MANAGEMENT FIRM 401(K) PLAN | 2021-01-01 | 2016-01-01 |
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