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401k Sponsoring company profile

FOCUS & BALANCE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:FOCUS & BALANCE, PLLC
Employer identification number (EIN):264697684
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

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

USA Location Address
2040 BABCOCK ROAD
SUITE 301
SAN ANTONIO
TX
78229
Date first seen: 2007-01-01
Date last seen: 2024-09-30

Sponsoring Company Events

DateDescription
2024-09-25264697684 Change of name detected from FOCUS & BALANCE, LLC to FOCUS & BALANCE, PLLC
2024-08-06264697684 Change of name detected from FOCUS & BALANCE, LLC to FOCUS & BALANCE, PLLC

FOCUS & BALANCE, PLLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001FOCUS AND BALANCE 401(K) PLAN2017-01-01 2017-01-01
002FOCUS & BALANCE CASH BALANCE PLAN2019-01-01 2018-01-01

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
2023-06-12Employer Contributions $ 120,000
2023-06-12Employee Contributions $ 120,000
2022-09-08Employer Contributions $ 50,000
2022-09-08Employee Contributions $ 50,000
2022-02-22Employer Contributions $ 50,000
2022-02-22Employee Contributions $ 50,000
2020-06-05Employer Contributions $ 100,000
2020-06-05Employee Contributions $ 100,000

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