Logo

PORTFOLIO STRATEGIES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePORTFOLIO STRATEGIES, INC. PROFIT SHARING PLAN
Plan identification number 005

PORTFOLIO STRATEGIES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PORTFOLIO STRATEGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PORTFOLIO STRATEGIES, INC.
Employer identification number (EIN):133736192
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTFOLIO STRATEGIES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01PAUL KIRSHENBAUM2024-04-16
0052022-01-01PAUL KIRSHENBAUM2023-08-09
0052021-01-01PAUL KIRSHENBAUM2022-06-02
0052020-01-01PAUL KIRSHENBAUM2021-06-14
0052019-01-01PAUL KIRSHENBAUM2020-06-09
0052018-01-01PAUL KIRSHENBAUM2019-06-27
0052017-01-01PAUL KIRSHENBAUM2018-04-26
0052016-01-01PAUL KIRSHENBAUM2017-05-05
0052015-01-01PAUL KIRSHENBAUM2016-04-21
0052014-01-01PAUL KIRSHENBAUM2015-06-25
0052013-01-01PAUL KIRSHENBAUM2014-07-14
0052012-01-01PAUL KIRSHENBAUM2013-07-22
0052011-01-01PAUL KIRSHENBAUM2012-06-21
0052010-01-01PAUL KIRSHENBAUM2011-04-12

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1