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401k Sponsoring company profile

MCCAFFERY, NOLTE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCCAFFERY, NOLTE & ASSOCIATES, INC.
Employer identification number (EIN):931016934
NAIC Classification:424400

Additional information about MCCAFFERY, NOLTE & ASSOCIATES, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about MCCAFFERY, NOLTE & ASSOCIATES, INC.

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

USA Location Address
18861 SW MARTINAZZI AVENUE,
SUITE 209
TUALATIN
OR
97062
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
7450 SW BEVELAND STREET NO. 100
TIGARD
OR
97223
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
P.O. BOX 230942
TIGARD
OR
972810942
Date first seen: 2021-10-05
Date last seen: 2023-09-27

The following addresses have been found in other jurisdictions:

Jurisdiction:Oregon Secretary of State Corporations Division
Address:
5300 MEADOWS RD STE 200
LAKE OSWEGO
OR
Jurisdiction Company ID:
Jurisdiction Registration Date:
Jurisdiction:Oregon Secretary of State Corporations Division
Address:
2824 NE 51ST AVE
PORTLAND
OR
Jurisdiction Company ID:
Jurisdiction Registration Date:

Sponsoring Company Events

DateDescription
2023-05-11931016934 Change of name detected from MCCAFFERY & ASSOCIATES, INC. to MCCAFFERY, NOLTE & ASSOCIATES, INC.
2023-05-11931016934 Change of plan name detected from MCCAFFERY & ASSOCIATES, INC. PROFIT SHARING PLAN to MCCAFFERY, NOLTE & ASSOCIATES, INC. PROFIT SHARING PLAN for plan ID 001

MCCAFFERY, NOLTE & ASSOCIATES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001MCCAFFERY, NOLTE & ASSOCIATES, INC. PROFIT SHARING PLAN2016-01-01 1991-01-01
002MCCAFFERY NOLTE & ASSOCIATES, INC. CASH BALANCE PLAN2020-01-01 2020-01-01

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
2023-03-28Employer Contributions $ 48,722
2023-03-28Employee Contributions $ 48,722
2022-05-04Employer Contributions $ 272,000
2022-05-04Employee Contributions $ 272,000
2022-03-17Employer Contributions $ 212,416
2022-03-17Employee Contributions $ 212,416
2021-10-14Employer Contributions $ 20,000
2021-10-14Employee Contributions $ 20,000
2021-08-12Employer Contributions $ 40,000
2021-08-12Employee Contributions $ 40,000

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