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401k Sponsoring company profile

FINANCIAL MANAGEMENT ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:FINANCIAL MANAGEMENT ADVISORS, LLC
Employer identification number (EIN):301196064
NAIC Classification:523900

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

USA Location Address
33 RAILROAD AVENUE, SUITE 2
DUXBURY
MA
02332
Date first seen: 2007-01-01
Date last seen: 2024-06-30

Plan Sponsor Events

FINANCIAL MANAGEMENT ADVISORS, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001FINANCIAL MANAGEMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN2019-01-01 2007-01-01

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
2020-08-11Employer Contributions $ 25,000
2020-08-11Employee Contributions $ 25,000
2020-07-15Employer Contributions $ 25,000
2020-07-15Employee Contributions $ 25,000
2020-06-29Employer Contributions $ 75,000
2020-06-29Employee Contributions $ 75,000

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