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401k Sponsoring company profile

SAWTELLE FINANCIAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:SAWTELLE FINANCIAL MANAGEMENT, LLC
Employer identification number (EIN):900923398
NAIC Classification:523900

Additional information about SAWTELLE FINANCIAL MANAGEMENT, LLC

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about SAWTELLE FINANCIAL MANAGEMENT, LLC

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

USA Location Address
1250 NE LOOP 410, STE. 350
SAN ANTONIO
TX
78209
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
RENAISSANCE BUILDING 70 NE
LOOP 410, STE.970
SAN ANTONIO
TX
78216
Date first seen: 2007-01-01
Date last seen: 2023-08-31

The following addresses have been found in other jurisdictions:

Jurisdiction:Texas Secretary of State
Address:
1250 NE LOOP 410 STE 350 SAN ANTONIO
TX
Jurisdiction Company ID:
Jurisdiction Registration Date:

SAWTELLE FINANCIAL MANAGEMENT, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002SAWTELLE FINANCIAL MANAGEMENT PENSION PLAN2016-01-01 2012-01-01
001SAWTELLE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN2015-01-01 2007-01-01

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
2018-05-23Employer Contributions $ 26,000
2018-05-23Employee Contributions $ 26,000
2018-02-22Employer Contributions $ 120,000
2018-02-22Employee Contributions $ 120,000
2017-10-20Employer Contributions $ 100,000
2017-10-20Employee Contributions $ 100,000
2017-10-03Employer Contributions $ 50,000
2017-10-03Employee Contributions $ 50,000
2017-05-31Employer Contributions $ 70,000
2017-05-31Employee Contributions $ 70,000
2017-02-14Employer Contributions $ 35,000
2017-02-14Employee Contributions $ 35,000
2016-04-13Employer Contributions $ 100,000
2016-04-13Employee Contributions $ 100,000
2016-03-01Employer Contributions $ 24,823
2016-03-01Employee Contributions $ 24,823
2015-11-13Employer Contributions $ 100,000
2015-11-13Employee Contributions $ 100,000
2015-04-28Employer Contributions $ 60,000
2015-04-28Employee Contributions $ 60,000
2015-02-13Employer Contributions $ 25,000
2015-02-13Employee Contributions $ 25,000
2015-01-29Employer Contributions $ 100,000
2015-01-29Employee Contributions $ 100,000
2014-11-03Employer Contributions $ 100,000
2014-11-03Employee Contributions $ 100,000
2014-07-28Employer Contributions $ 100,000
2014-07-28Employee Contributions $ 100,000
2014-05-13Employer Contributions $ 50,000
2014-05-13Employee Contributions $ 50,000
2014-04-23Employer Contributions $ 50,000
2014-04-23Employee Contributions $ 50,000
2014-01-31Employer Contributions $ 47,000
2014-01-31Employee Contributions $ 47,000
2013-11-01Employer Contributions $ 100,000
2013-11-01Employee Contributions $ 100,000
2013-08-14Employer Contributions $ 50,000
2013-08-14Employee Contributions $ 50,000
2013-04-23Employer Contributions $ 60,000
2013-04-23Employee Contributions $ 60,000

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