Plan Name | DAVID L HOLTZ, CFP 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | DAVID L HOLTZ, CFP |
Employer identification number (EIN): | 232797562 |
NAIC Classification: | 523110 |
NAIC Description: | Investment Banking and Securities Dealing |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | DAVID L. HOLTZ | 2013-05-13 | DAVID L. HOLTZ | 2013-05-13 |
001 | 2011-01-01 | DAVID L. HOLTZ | 2012-06-25 | DAVID L. HOLTZ | 2012-06-25 |
001 | 2010-01-01 | DAVID L. HOLTZ | 2011-10-05 | DAVID L. HOLTZ | 2011-10-05 |