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| Company Name: | THE ESTATE PLANNING TEAM |
| Employer identification number (EIN): | 341824557 |
| 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: 2024-09-30 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | THE ESTATE PLANNING TEAM, INC. DEFINED BENEFIT PENSION PLAN | 2012-01-01 | 2010-01-01 |
| 002 | THE ESTATE PLANNING TEAM, INC. 401(K) PROFIT SHARING PLAN | 2012-01-01 | 2010-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2013-07-24 | Employer Contributions | $ 634 |
| 2013-07-24 | Employee Contributions | $ 634 |
| 2012-12-28 | Employer Contributions | $ 47,228 |
| 2012-12-28 | Employee Contributions | $ 47,228 |
| 2012-01-03 | Employer Contributions | $ 177,151 |
| 2012-01-03 | Employee Contributions | $ 177,151 |
| 2011-11-30 | Employer Contributions | $ 22,849 |
| 2011-11-30 | Employee Contributions | $ 22,849 |
| 2011-01-31 | Employer Contributions | $ 117,969 |
| 2011-01-31 | Employee Contributions | $ 117,969 |
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