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| Company Name: | PROFESSIONAL FINANCIAL STRATEGIES INC |
| Employer identification number (EIN): | 161432561 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-06-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-06-30 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | PROFESSIONAL FINANCIAL STRATEGIES RETIREMENT PLAN | 2016-01-01 | 2002-01-01 |
| 002 | PROFESSIONAL FINANCIAL STRATEGIES CASH BALANCE PENSION PLAN | 2016-01-01 | 2013-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2022-07-07 | Employer Contributions | $ 100,000 | |||
| 2022-07-07 | Employee Contributions | $ 100,000 | |||
| 2022-05-20 | Employer Contributions | $ 100,000 | |||
| 2022-05-20 | Employee Contributions | $ 100,000 | |||
| 2021-12-28 | Employer Contributions | $ 50,000 | |||
| 2021-12-28 | Employee Contributions | $ 50,000 | |||
| 2021-12-15 | Employer Contributions | $ 100,000 | |||
| 2021-12-15 | Employee Contributions | $ 100,000 | |||
| 2021-07-22 | Employer Contributions | $ 200,000 | |||
| 2021-07-22 | Employee Contributions | $ 200,000 | |||
| 2019-12-18 | Employer Contributions | $ 110,000 | |||
| 2019-12-18 | Employee Contributions | $ 110,000 | |||
| 2019-08-28 | Employer Contributions | $ 80,000 | |||
| 2019-08-28 | Employee Contributions | $ 80,000 | |||
| 2019-06-25 | Employer Contributions | $ 80,000 | |||
| 2019-06-25 | Employee Contributions | $ 80,000 | |||
| 2019-03-07 | Employer Contributions | $ 80,000 | |||
| 2019-03-07 | Employee Contributions | $ 80,000 | |||
| 2018-12-19 | Employer Contributions | $ 60,000 | |||
| 2018-12-19 | Employee Contributions | $ 60,000 | |||
| 2018-08-27 | Employer Contributions | $ 100,000 | |||
| 2018-08-27 | Employee Contributions | $ 100,000 | |||
| 2018-06-14 | Employer Contributions | $ 50,000 | |||
| 2018-06-14 | Employee Contributions | $ 50,000 | |||
| 2018-05-23 | Employer Contributions | $ 100,000 | |||
| 2018-05-23 | Employee Contributions | $ 100,000 | |||
| 2018-02-27 | Employer Contributions | $ 80,000 | |||
| 2018-02-27 | Employee Contributions | $ 80,000 | |||
| 2017-12-28 | Employer Contributions | $ 10,000 | |||
| 2017-12-28 | Employee Contributions | $ 10,000 | |||
| 2017-12-18 | Employer Contributions | $ 110,000 | |||
| 2017-12-18 | Employee Contributions | $ 110,000 | |||
| 2017-11-22 | Employer Contributions | $ 80,000 | |||
| 2017-11-22 | Employee Contributions | $ 80,000 | |||
| 2017-08-25 | Employer Contributions | $ 80,000 | |||
| 2017-08-25 | Employee Contributions | $ 80,000 | |||
| 2017-05-24 | Employer Contributions | $ 80,000 | |||
| 2017-05-24 | Employee Contributions | $ 80,000 | |||
| 2017-03-08 | Employer Contributions | $ 80,000 | |||
| 2017-03-08 | Employee Contributions | $ 80,000 | |||
| 2016-12-29 | Employer Contributions | $ 180,000 | |||
| 2016-12-29 | Employee Contributions | $ 180,000 | |||
| 2016-09-22 | Employer Contributions | $ 100,000 | |||
| 2016-09-22 | Employee Contributions | $ 100,000 | |||
| 2016-06-30 | Employer Contributions | $ 100,000 | |||
| 2016-06-30 | Employee Contributions | $ 100,000 | |||
| 2016-03-31 | Employer Contributions | $ 50,000 | |||
| 2016-03-31 | Employee Contributions | $ 50,000 | |||
| 2015-12-31 | Employer Contributions | $ 40,000 | |||
| 2015-12-31 | Employee Contributions | $ 40,000 | |||
| 2015-12-15 | Employer Contributions | $ 100,000 | |||
| 2015-12-15 | Employee Contributions | $ 100,000 | |||
| 2015-10-14 | Employer Contributions | $ 50,000 | |||
| 2015-10-14 | Employee Contributions | $ 50,000 | |||
| 2015-09-01 | Employer Contributions | $ 80,000 | |||
| 2015-09-01 | Employee Contributions | $ 80,000 | |||
| 2015-06-29 | Employer Contributions | $ 76,000 | |||
| 2015-06-29 | Employee Contributions | $ 76,000 | |||
| 2015-03-09 | Employer Contributions | $ 56,134 | |||
| 2015-03-09 | Employee Contributions | $ 56,134 | |||
| 2014-12-30 | Employer Contributions | $ 100,000 | |||
| 2014-12-30 | Employee Contributions | $ 100,000 | |||
| 2014-09-03 | Employer Contributions | $ 150,000 | |||
| 2014-09-03 | Employee Contributions | $ 150,000 | |||
| 2014-04-02 | Employer Contributions | $ 66,134 | |||
| 2014-04-02 | Employee Contributions | $ 66,134 | |||
| 2013-12-30 | Employer Contributions | $ 240,000 | 3 | $ 80,000 | |
| 2013-12-30 | Employee Contributions | $ 240,000 | 3 | $ 80,000 |
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