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| Company Name: | WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC |
| Employer identification number (EIN): | 264339068 |
| 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: 2024-07-31 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-07-01 | ||||||
| Date last seen: 2024-10-09 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC DEFINED BENEFIT PLAN | 2015-01-01 | 2015-01-01 |
| 002 | WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC 401(K) PLAN | 2020-01-01 | 2020-10-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-04-01 | Employer Contributions | $ 100,000 |
| 2023-04-01 | Employee Contributions | $ 100,000 |
| 2022-04-18 | Employer Contributions | $ 250,000 |
| 2022-04-18 | Employee Contributions | $ 250,000 |
| 2020-06-01 | Employer Contributions | $ 100,000 |
| 2020-06-01 | Employee Contributions | $ 100,000 |
| 2020-04-23 | Employer Contributions | $ 90,000 |
| 2020-04-23 | Employee Contributions | $ 90,000 |
| 2020-03-09 | Employer Contributions | $ 30,000 |
| 2020-03-09 | Employee Contributions | $ 30,000 |
| 2019-04-10 | Employer Contributions | $ 1,875 |
| 2019-04-10 | Employee Contributions | $ 1,875 |
| 2019-04-09 | Employer Contributions | $ 125,000 |
| 2019-04-09 | Employee Contributions | $ 125,000 |
| 2018-02-26 | Employer Contributions | $ 100,000 |
| 2018-02-26 | Employee Contributions | $ 100,000 |
| 2017-03-31 | Employer Contributions | $ 90,465 |
| 2017-03-31 | Employee Contributions | $ 90,465 |
| 2016-09-01 | Employer Contributions | $ 86,000 |
| 2016-09-01 | Employee Contributions | $ 86,000 |
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