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401k Sponsoring company profile

N.E. PRIVATE CLIENT ADVISORS, LTD has sponsored the creation of one or more 401k plans.

Company Name:N.E. PRIVATE CLIENT ADVISORS, LTD
Employer identification number (EIN):201525080
NAIC Classification:523900

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

USA Location Address
790 NORTH MAIN ST
PROVIDENCE
RI
02904
Date first seen: 2007-06-01
Date last seen: 2024-08-31
USA Location Address
790 NORTH MAIN STREET
PROVIDENCE
RI
029040000
Date first seen: 2017-07-22
Date last seen: 2023-10-06

N.E. PRIVATE CLIENT ADVISORS, LTD 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001THE NEPCA, LTD RETIREMENT PLAN2013-01-01 2008-01-01
002NEPC CASH BALANCE PLAN2016-01-01 2011-01-01

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
2023-06-12Employer Contributions $ 250,000
2023-06-12Employee Contributions $ 250,000
2022-01-31Employer Contributions $ 200,000
2022-01-31Employee Contributions $ 200,000
2020-01-31Employer Contributions $ 155,830
2020-01-31Employee Contributions $ 155,830
2019-04-16Employer Contributions $ 146,432
2019-04-16Employee Contributions $ 146,432
2018-01-23Employer Contributions $ 147,165
2018-01-23Employee Contributions $ 147,165
2017-01-18Employer Contributions $ 145,937
2017-01-18Employee Contributions $ 145,937
2016-02-02Employer Contributions $ 58,272
2016-02-02Employee Contributions $ 58,272
2014-12-26Employer Contributions $ 151,680
2014-12-26Employee Contributions $ 151,680
2013-09-16Employer Contributions $ 173,802
2013-09-16Employee Contributions $ 173,802
2012-08-15Employer Contributions $ 121,924
2012-08-15Employee Contributions $ 121,924
2012-02-11Employer Contributions $ 98,184
2012-02-11Employee Contributions $ 98,184

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