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| Company Name: | PALOS WEALTH ADVISORS LLC |
| Employer identification number (EIN): | 273111608 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2024-06-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2008-01-01 | |||||
| Date last seen: 2024-10-03 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | PALOS WEALTH ADVISORS LLC 401(K) PLAN & TRUST | 2015-01-01 | 2013-01-01 |
| 002 | PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN | 2015-01-01 | 2013-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2019-09-09 | Employer Contributions | $ 185,000 | 3 | $ 61,667 | |
| 2019-09-09 | Employee Contributions | $ 185,000 | 3 | $ 61,667 | |
| 2018-05-04 | Employer Contributions | $ 150,000 | 3 | $ 50,000 | |
| 2018-05-04 | Employee Contributions | $ 150,000 | 3 | $ 50,000 | |
| 2017-09-06 | Employer Contributions | $ 104,000 | 3 | $ 34,667 | |
| 2017-09-06 | Employee Contributions | $ 104,000 | 3 | $ 34,667 | |
| 2016-08-26 | Employer Contributions | $ 125,000 | 2 | $ 62,500 | |
| 2016-08-26 | Employee Contributions | $ 125,000 | 2 | $ 62,500 | |
| 2015-05-05 | Employer Contributions | $ 160,000 | 2 | $ 80,000 | |
| 2015-05-05 | Employee Contributions | $ 160,000 | 2 | $ 80,000 | |
| 2014-03-03 | Employer Contributions | $ 111,783 | 2 | $ 55,892 | |
| 2014-03-03 | Employee Contributions | $ 111,783 | 2 | $ 55,892 |
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