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| Company Name: | INSIGHT WEALTH STRATEGIES |
| Employer identification number (EIN): | 202848151 |
| 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 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | IWS RETIREMENT 401(K) PLAN & TRUST | 2015-01-01 | 2015-01-01 |
| 002 | IWS RETIREMENT DEFINED BENEFIT PLAN & TRUST | 2016-01-01 | 2015-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2017-08-08 | Employer Contributions | $ 327,671 |
| 2017-08-08 | Employee Contributions | $ 327,671 |
| 2016-04-14 | Employer Contributions | $ 190,532 |
| 2016-04-14 | Employee Contributions | $ 190,532 |
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