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Company Name: | HERZER FINANCIAL SERVICES, INC. |
Employer identification number (EIN): | 942162418 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Mailing Address | |||||
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Date first seen: 2015-01-09 | |||||
Date last seen: 2016-01-06 | |||||
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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003 | HERZER FINANCIAL SERVICES, INC. PROFIT SHARING/401(K) PLAN | 2015-01-01 | 2004-01-01 |
004 | HERZER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | 2015-04-01 | 2013-04-01 |
002 | HERZER FINANCIAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN | 2009-01-01 | 2004-01-01 |
Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
---|---|---|---|---|---|
2020-04-05 | Employer Contributions | $ 482,000 | 5 | $ 96,400 | |
2020-04-05 | Employee Contributions | $ 482,000 | 5 | $ 96,400 | |
2018-10-09 | Employer Contributions | $ 440,000 | 3 | $ 146,667 | |
2018-10-09 | Employee Contributions | $ 440,000 | 3 | $ 146,667 | |
2018-01-26 | Employer Contributions | $ 390,000 | 3 | $ 130,000 | |
2018-01-26 | Employee Contributions | $ 390,000 | 3 | $ 130,000 | |
2016-09-28 | Employer Contributions | $ 420,000 | 4 | $ 105,000 | |
2016-09-28 | Employee Contributions | $ 420,000 | 4 | $ 105,000 | |
2015-12-10 | Employer Contributions | $ 243,302 | 4 | $ 60,826 | |
2015-12-10 | Employee Contributions | $ 243,302 | 4 | $ 60,826 | |
2014-12-09 | Employer Contributions | $ 220,000 | 4 | $ 55,000 | |
2014-12-09 | Employee Contributions | $ 220,000 | 4 | $ 55,000 |