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401k Sponsoring company profile

HINES & WARNER WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:HINES & WARNER WEALTH MANAGEMENT
Employer identification number (EIN):261217075
NAIC Classification:523900

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

USA Location Address
1500 SW FIRST AVENUE, SUITE 990
PORTLAND
OR
97201
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
9400 SW BARNES ROAD, SUITE 305
PORTLAND
OR
97225
Date first seen: 2007-07-01
Date last seen: 2023-12-31

HINES & WARNER WEALTH MANAGEMENT 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001HINES & WARNER PROFIT SHARING PLAN2015-01-01 2009-01-01
002HINES & WARNER CASH BALANCE PENSION PLAN2013-01-01 2013-01-01

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
2019-04-30Employer Contributions $ 120,000
2019-04-30Employee Contributions $ 120,000
2018-07-09Employer Contributions $ 65,333
2018-07-09Employee Contributions $ 65,333
2018-04-05Employer Contributions $ 65,333
2018-04-05Employee Contributions $ 65,333
2018-01-25Employer Contributions $ 8,000
2018-01-25Employee Contributions $ 8,000
2017-07-11Employer Contributions $ 59,000
2017-07-11Employee Contributions $ 59,000
2017-04-11Employer Contributions $ 59,000
2017-04-11Employee Contributions $ 59,000
2017-01-26Employer Contributions $ 9,875
2017-01-26Employee Contributions $ 9,875
2016-07-06Employer Contributions $ 62,315
2016-07-06Employee Contributions $ 62,315
2016-04-07Employer Contributions $ 62,315
2016-04-07Employee Contributions $ 62,315
2016-01-28Employer Contributions $ 16,728
2016-01-28Employee Contributions $ 16,728
2015-07-08Employer Contributions $ 34,060
2015-07-08Employee Contributions $ 34,060
2015-04-07Employer Contributions $ 34,061
2015-04-07Employee Contributions $ 34,061
2015-01-26Employer Contributions $ 34,061
2015-01-26Employee Contributions $ 34,061
2014-07-07Employer Contributions $ 32,162
2014-07-07Employee Contributions $ 32,162
2014-04-07Employer Contributions $ 32,161
2014-04-07Employee Contributions $ 32,161
2014-01-24Employer Contributions $ 32,161
2014-01-24Employee Contributions $ 32,161

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