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401k Sponsoring company profile

K & L INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:K & L INVESTMENTS, LLC
Employer identification number (EIN):205484589
NAIC Classification:621210
NAIC Description:Offices of Dentists

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

USA Mailing Address
4995 HIGHWAY 68, SUITE 2
GOLDEN VALLEY
AZ
86413
Date first seen: 2008-07-01
Date last seen: 2024-02-29
USA Location Address
4995 HIGHWAY 68, SUITE 2
GOLDEN VALLEY
AZ
86413
Date first seen: 2008-07-01
Date last seen: 2024-02-29
USA Location Address
2202 HUALAPAI MOUNTAIN ROAD
SUITE #201
KINGMAN
AZ
86401
Date first seen: 2007-07-01
Date last seen: 2024-08-31

Plan Sponsor Events

K & L INVESTMENTS, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001K & L INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN2015-01-01 2000-01-01
002K & L INVESTMENTS, LLC CASH BALANCE PLAN2021-01-01 2021-01-01

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 Number of participants/employees Average contribution per participant
2023-06-29Employer Contributions $ 14,009
2023-06-29Employee Contributions $ 14,009
2023-06-06Employer Contributions $ 20,000
2023-06-06Employee Contributions $ 20,000
2023-04-25Employer Contributions $ 20,000
2023-04-25Employee Contributions $ 20,000
2023-04-04Employer Contributions $ 20,000
2023-04-04Employee Contributions $ 20,000
2023-03-21Employer Contributions $ 10,000
2023-03-21Employee Contributions $ 10,000
2023-02-28Employer Contributions $ 10,000
2023-02-28Employee Contributions $ 10,000
2023-01-24Employer Contributions $ 10,000
2023-01-24Employee Contributions $ 10,000
2022-12-12Employer Contributions $ 10,000
2022-12-12Employee Contributions $ 10,000
2022-11-29Employer Contributions $ 10,000
2022-11-29Employee Contributions $ 10,000
2022-10-12Employer Contributions $ 10,000
2022-10-12Employee Contributions $ 10,000
2022-09-26Employer Contributions $ 10,000
2022-09-26Employee Contributions $ 10,000
2022-08-23Employer Contributions $ 10,000
2022-08-23Employee Contributions $ 10,000
2022-07-28Employer Contributions $ 10,000
2022-07-28Employee Contributions $ 10,000
2022-06-29Employer Contributions $ 10,000
2022-06-29Employee Contributions $ 10,000
2022-05-24Employer Contributions $ 10,000
2022-05-24Employee Contributions $ 10,000
2022-04-11Employer Contributions $ 87,919
2022-04-11Employee Contributions $ 87,919
2022-03-30Employer Contributions $ 87,920
2022-03-30Employee Contributions $ 87,920

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