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| Company Name: | STRATEGIC WEALTH PLANNING INC. |
| Employer identification number (EIN): | 203741670 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2009-01-01 | |||||
| Date last seen: 2024-08-09 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | STRATEGIC WEALTH PLANNING INC DEFINED BENEFIT PENSION PLAN | 2019-01-01 | 2006-01-01 |
| 002 | STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN | 2023-01-01 | 2014-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-06-26 | Employer Contributions | $ 100,338 |
| 2023-06-26 | Employee Contributions | $ 100,338 |
| 2022-03-17 | Employer Contributions | $ 100,000 |
| 2022-03-17 | Employee Contributions | $ 100,000 |
| 2020-02-25 | Employer Contributions | $ 7,000 |
| 2020-02-25 | Employee Contributions | $ 7,000 |
| 2019-09-09 | Employer Contributions | $ 10,000 |
| 2019-09-09 | Employee Contributions | $ 10,000 |
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