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| Company Name: | PERSONAL FINANCIAL ASSISTANT, LLC |
| Employer identification number (EIN): | 954789419 |
| NAIC Classification: | 541219 |
| NAIC Description: | Other Accounting Services |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-16 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | PERSONAL FINANCIAL ASSISTANT, LLC 401(K) PROFIT SHARING PLAN | 2011-01-01 | 2007-01-01 |
| 002 | PERSONAL FINANCIAL ASSISTANT, LLC DEFINED BENEFIT PENSION PLAN | 2013-01-01 | 2013-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2017-12-26 | Employer Contributions | $ 40 | |||
| 2017-12-26 | Employee Contributions | $ 40 | |||
| 2017-12-19 | Employer Contributions | $ 106,883 | |||
| 2017-12-19 | Employee Contributions | $ 106,883 | |||
| 2017-11-17 | Employer Contributions | $ 24,657 | |||
| 2017-11-17 | Employee Contributions | $ 24,657 | |||
| 2016-07-27 | Employer Contributions | $ 95,000 | |||
| 2016-07-27 | Employee Contributions | $ 95,000 | |||
| 2016-04-02 | Employer Contributions | $ 50,000 | |||
| 2016-04-02 | Employee Contributions | $ 50,000 | |||
| 2015-09-02 | Employer Contributions | $ 50,000 | |||
| 2015-09-02 | Employee Contributions | $ 50,000 | |||
| 2015-08-26 | Employer Contributions | $ 70,000 | |||
| 2015-08-26 | Employee Contributions | $ 70,000 | |||
| 2014-10-01 | Employer Contributions | $ 75,000 | |||
| 2014-10-01 | Employee Contributions | $ 75,000 | |||
| 2014-09-15 | Employer Contributions | $ 10,000 | |||
| 2014-09-15 | Employee Contributions | $ 10,000 | |||
| 2014-09-09 | Employer Contributions | $ 40,000 | |||
| 2014-09-09 | Employee Contributions | $ 40,000 | |||
| 2014-09-08 | Employer Contributions | $ 83,800 | |||
| 2014-09-08 | Employee Contributions | $ 83,800 | |||
| 2014-04-23 | Employer Contributions | $ 50,000 | |||
| 2014-04-23 | Employee Contributions | $ 50,000 | |||
| 2014-01-23 | Employer Contributions | $ 50,000 | |||
| 2014-01-23 | Employee Contributions | $ 50,000 |
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