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401k Sponsoring company profile

GOLDSTEIN MUNGER AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:GOLDSTEIN MUNGER AND ASSOCIATES
Employer identification number (EIN):943235229
NAIC Classification:523900

Additional information about GOLDSTEIN MUNGER AND ASSOCIATES

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about GOLDSTEIN MUNGER AND ASSOCIATES

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

USA Location Address
18 CROW CANYON COURT, SUITE 250
SAN RAMON
CA
94583
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
100 PRINGLE AVENUE, SUITE 310
WALNUT CREEK
CA
94596
Date first seen: 2023-12-26
Date last seen: 2023-12-26

GOLDSTEIN MUNGER AND ASSOCIATES 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001GOLDSTEIN MUNGER AND ASSOCIATES 401(K) PLAN2011-01-01 2005-01-01
002GOLDSTEIN MUNGER AND ASSOCIATES DEFINED BENEFIT PENSION PLAN2016-01-01 2013-01-01

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
2022-04-21Employer Contributions $ 464,201
2022-04-21Employee Contributions $ 464,201
2022-01-18Employer Contributions $ 100,000
2022-01-18Employee Contributions $ 100,000
2020-03-17Employer Contributions $ 175,000
2020-03-17Employee Contributions $ 175,000
2020-02-27Employer Contributions $ 100,000
2020-02-27Employee Contributions $ 100,000
2020-01-22Employer Contributions $ 200,000
2020-01-22Employee Contributions $ 200,000
2019-02-25Employer Contributions $ 170,000
2019-02-25Employee Contributions $ 170,000
2018-12-10Employer Contributions $ 400,000
2018-12-10Employee Contributions $ 400,000
2018-01-29Employer Contributions $ 50,000
2018-01-29Employee Contributions $ 50,000
2017-12-26Employer Contributions $ 100,000
2017-12-26Employee Contributions $ 100,000
2017-10-04Employer Contributions $ 115,000
2017-10-04Employee Contributions $ 115,000
2017-07-24Employer Contributions $ 85,000
2017-07-24Employee Contributions $ 85,000
2017-07-19Employer Contributions $ 30,000
2017-07-19Employee Contributions $ 30,000
2017-04-18Employer Contributions $ 115,000
2017-04-18Employee Contributions $ 115,000
2017-01-23Employer Contributions $ 115,000
2017-01-23Employee Contributions $ 115,000
2016-12-20Employer Contributions $ 30,000
2016-12-20Employee Contributions $ 30,000
2016-11-02Employer Contributions $ 100,000
2016-11-02Employee Contributions $ 100,000
2016-07-21Employer Contributions $ 115,000
2016-07-21Employee Contributions $ 115,000
2016-04-18Employer Contributions $ 115,000
2016-04-18Employee Contributions $ 115,000
2016-01-19Employer Contributions $ 100,000
2016-01-19Employee Contributions $ 100,000
2015-12-21Employer Contributions $ 35,000
2015-12-21Employee Contributions $ 35,000
2015-12-15Employer Contributions $ 100,000
2015-12-15Employee Contributions $ 100,000
2015-07-15Employer Contributions $ 75,000
2015-07-15Employee Contributions $ 75,000
2015-06-30Employer Contributions $ 75,000
2015-06-30Employee Contributions $ 75,000
2015-04-17Employer Contributions $ 125,000
2015-04-17Employee Contributions $ 125,000
2015-01-16Employer Contributions $ 35,000
2015-01-16Employee Contributions $ 35,000
2015-01-09Employer Contributions $ 20,000
2015-01-09Employee Contributions $ 20,000
2015-01-08Employer Contributions $ 50,000
2015-01-08Employee Contributions $ 50,000
2014-10-20Employer Contributions $ 125,000
2014-10-20Employee Contributions $ 125,000
2014-07-28Employer Contributions $ 125,000
2014-07-28Employee Contributions $ 125,000
2014-06-02Employer Contributions $ 125,000
2014-06-02Employee Contributions $ 125,000
2014-03-03Employer Contributions $ 4,898
2014-03-03Employee Contributions $ 4,898
2014-01-22Employer Contributions $ 450,000
2014-01-22Employee Contributions $ 450,000

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