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| Company Name: | UNIFIED WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 352242918 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2017-10-06 | |||||
| Date last seen: 2019-08-27 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-07-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-08-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN | 2016-01-01 | 2014-01-01 |
| 001 | UNIFIED FINANCIAL SERVICES, LLC 401K PLAN | 2016-01-01 | 2005-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-07-26 | Employer Contributions | $ 25,000 |
| 2023-07-26 | Employee Contributions | $ 25,000 |
| 2023-05-23 | Employer Contributions | $ 25,000 |
| 2023-05-23 | Employee Contributions | $ 25,000 |
| 2023-04-26 | Employer Contributions | $ 25,000 |
| 2023-04-26 | Employee Contributions | $ 25,000 |
| 2023-02-06 | Employer Contributions | $ 25,000 |
| 2023-02-06 | Employee Contributions | $ 25,000 |
| 2022-05-26 | Employer Contributions | $ 25,000 |
| 2022-05-26 | Employee Contributions | $ 25,000 |
| 2022-04-26 | Employer Contributions | $ 25,000 |
| 2022-04-26 | Employee Contributions | $ 25,000 |
| 2022-01-27 | Employer Contributions | $ 50,000 |
| 2022-01-27 | Employee Contributions | $ 50,000 |
| 2020-08-18 | Employer Contributions | $ 25,000 |
| 2020-08-18 | Employee Contributions | $ 25,000 |
| 2020-07-16 | Employer Contributions | $ 25,000 |
| 2020-07-16 | Employee Contributions | $ 25,000 |
| 2020-05-20 | Employer Contributions | $ 25,000 |
| 2020-05-20 | Employee Contributions | $ 25,000 |
| 2019-10-17 | Employer Contributions | $ 25,000 |
| 2019-10-17 | Employee Contributions | $ 25,000 |
| 2019-08-14 | Employer Contributions | $ 20,000 |
| 2019-08-14 | Employee Contributions | $ 20,000 |
| 2019-07-23 | Employer Contributions | $ 40,000 |
| 2019-07-23 | Employee Contributions | $ 40,000 |
| 2019-02-19 | Employer Contributions | $ 20,000 |
| 2019-02-19 | Employee Contributions | $ 20,000 |
| 2019-01-18 | Employer Contributions | $ 20,000 |
| 2019-01-18 | Employee Contributions | $ 20,000 |
| 2018-08-28 | Employer Contributions | $ 20,000 |
| 2018-08-28 | Employee Contributions | $ 20,000 |
| 2018-08-02 | Employer Contributions | $ 20,000 |
| 2018-08-02 | Employee Contributions | $ 20,000 |
| 2018-04-26 | Employer Contributions | $ 40,000 |
| 2018-04-26 | Employee Contributions | $ 40,000 |
| 2017-12-14 | Employer Contributions | $ 20,000 |
| 2017-12-14 | Employee Contributions | $ 20,000 |
| 2017-08-20 | Employer Contributions | $ 30,000 |
| 2017-08-20 | Employee Contributions | $ 30,000 |
| 2017-07-19 | Employer Contributions | $ 20,000 |
| 2017-07-19 | Employee Contributions | $ 20,000 |
| 2017-06-15 | Employer Contributions | $ 10,000 |
| 2017-06-15 | Employee Contributions | $ 10,000 |
| 2017-04-21 | Employer Contributions | $ 20,000 |
| 2017-04-21 | Employee Contributions | $ 20,000 |
| 2017-02-13 | Employer Contributions | $ 20,000 |
| 2017-02-13 | Employee Contributions | $ 20,000 |
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