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401k Sponsoring company profile

CORPORATE STRATEGIES - INSURANCE AND FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CORPORATE STRATEGIES - INSURANCE AND FINANCIAL SERVICES, INC.
Employer identification number (EIN):954667706
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

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

USA Location Address
21021 VENTURA BLVD, SUITE 200
WOODLAND HILLS
CA
91364
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
16255 VENTURA BLVD., SUITE 320
ENCINO
CA
91436
Date first seen: 2007-01-01
Date last seen: 2023-12-31

CORPORATE STRATEGIES - INSURANCE AND FINANCIAL SERVICES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002CORPORATE STRATEGIES, INC. CASH BALANCE PENSION PLAN2016-01-01 2013-01-01
001CORPORATE STRATEGIES, INC. 401(K) PROFIT SHARING PLAN2016-01-01 2002-01-01

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
2023-09-15Employer Contributions $ 6,013
2023-09-15Employee Contributions $ 6,013
2022-08-30Employer Contributions $ 122,263
2022-08-30Employee Contributions $ 122,263
2020-06-01Employer Contributions $ 124,903
2020-06-01Employee Contributions $ 124,903
2019-03-18Employer Contributions $ 119,616
2019-03-18Employee Contributions $ 119,616
2018-01-29Employer Contributions $ 39,166
2018-01-29Employee Contributions $ 39,166
2017-11-30Employer Contributions $ 100,000
2017-11-30Employee Contributions $ 100,000
2017-05-22Employer Contributions $ 40,000
2017-05-22Employee Contributions $ 40,000
2017-03-28Employer Contributions $ 60,000
2017-03-28Employee Contributions $ 60,000
2016-03-31Employer Contributions $ 50,000
2016-03-31Employee Contributions $ 50,000
2016-02-16Employer Contributions $ 17,126
2016-02-16Employee Contributions $ 17,126
2016-01-14Employer Contributions $ 50,000
2016-01-14Employee Contributions $ 50,000
2015-03-16Employer Contributions $ 111,579
2015-03-16Employee Contributions $ 111,579
2014-02-26Employer Contributions $ 110,492
2014-02-26Employee Contributions $ 110,492

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