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Company Name: | CONNELLY WEALTH MANAGEMENT, LLC |
Employer identification number (EIN): | 873157028 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Location Address | ||||||
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Date first seen: 2007-11-01 | ||||||
Date last seen: 2023-12-31 | ||||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
001 | CONNELLY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | 2021-01-01 | 2021-01-01 |
002 | CONNELLY WEALTH MANAGEMENT, LLC 401(K) PLAN | 2022-01-01 | 2022-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-05-05 | Employer Contributions | $ 121,966 |
2023-05-05 | Employee Contributions | $ 121,966 |
2023-03-15 | Employer Contributions | $ 178,034 |
2023-03-15 | Employee Contributions | $ 178,034 |
2022-05-04 | Employer Contributions | $ 253,818 |
2022-05-04 | Employee Contributions | $ 253,818 |