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401k Sponsoring company profile

STRATEGIC ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name:STRATEGIC ADVISORS LLC
Employer identification number (EIN):134087611
NAIC Classification:523120
NAIC Description:Securities Brokerage

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

USA Location Address
250 WEST 57TH STREET
SUITE 1614
NEW YORK
NY
101070001
Date first seen: 2016-07-11
Date last seen: 2023-08-02

Plan Sponsor Events

STRATEGIC ADVISORS LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
004STRATEGIC ADVISORS, LLC 401(K)PROFIT SHARING PLAN2016-01-01 1984-01-01
002STRATEGIC ADVISORS LLC PENSION PLAN2018-01-01 2018-01-01

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 $ 50,000
2023-09-15Employee Contributions $ 50,000
2023-03-07Employer Contributions $ 58,733
2023-03-07Employee Contributions $ 58,733
2022-06-17Employer Contributions $ 50,000
2022-06-17Employee Contributions $ 50,000
2022-03-07Employer Contributions $ 47,000
2022-03-07Employee Contributions $ 47,000
2022-02-25Employer Contributions $ 3,861
2022-02-25Employee Contributions $ 3,861
2022-02-23Employer Contributions $ 4,839
2022-02-23Employee Contributions $ 4,839
2021-09-16Employer Contributions $ 75,000
2021-09-16Employee Contributions $ 75,000
2021-06-23Employer Contributions $ 40,000
2021-06-23Employee Contributions $ 40,000
2021-03-08Employer Contributions $ 40,000
2021-03-08Employee Contributions $ 40,000
2020-03-11Employer Contributions $ 30,247
2020-03-11Employee Contributions $ 30,247
2020-02-14Employer Contributions $ 2,653
2020-02-14Employee Contributions $ 2,653
2019-10-17Employer Contributions $ 30,000
2019-10-17Employee Contributions $ 30,000
2019-07-29Employer Contributions $ 60,000
2019-07-29Employee Contributions $ 60,000
2019-02-19Employer Contributions $ 136,100
2019-02-19Employee Contributions $ 136,100

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