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401k Sponsoring company profile

SHARPE INSURANCE AGENCY OF SOUTH has sponsored the creation of one or more 401k plans.

Company Name:SHARPE INSURANCE AGENCY OF SOUTH
Employer identification number (EIN):861132886
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

The following addresses have been detected on the 401k submissions:

USA Location Address
9045 HAVEN AVE BUILD 3 STE 107
RANCHO CUCAMONGA
CA
91730
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
114 E DAVIS BLVD #10
TAMPA
FL
33606
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
3203 BAYSHORE BLVD., #1701
TAMPA
FL
33629
Date first seen: 2007-01-01
Date last seen: 2023-12-31

SHARPE INSURANCE AGENCY OF SOUTH 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001SHARPE INSURANCE AGENCY OF SOUTH SAN RAFAEL 401(K)2017-01-01 2017-01-01
002SHARPE INSURANCE AGENCY OF SOUTH SAN RAFAEL, LLC CASH BALANCE PENSION PLAN2017-01-01 2017-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2022-01-04Employer Contributions $ 2,155
2022-01-04Employee Contributions $ 2,155
2018-03-29Employer Contributions $ 6,136
2018-03-29Employee Contributions $ 6,136
2018-01-22Employer Contributions $ 256,827
2018-01-22Employee Contributions $ 256,827

Potentially Related Companies

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