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| Company Name: | FINANCIAL & TAX PLANNING, INC. |
| Employer identification number (EIN): | 382375359 |
| 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: 2024-10-10 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-06-30 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | FINANCIAL & TAX PLANNING OF FLINT 401(K) PLAN | 2016-01-01 | 1994-10-01 |
| 003 | FINANCIAL & TAX PLANNING, INC. OF FLINT CASH BALANCE PENSION PLAN | 2021-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2023-08-30 | Employer Contributions | $ 94,000 | |||
| 2023-08-30 | Employee Contributions | $ 94,000 | |||
| 2023-06-14 | Employer Contributions | $ 100,000 | |||
| 2023-06-14 | Employee Contributions | $ 100,000 | |||
| 2023-05-09 | Employer Contributions | $ 100,000 | |||
| 2023-05-09 | Employee Contributions | $ 100,000 | |||
| 2022-08-02 | Employer Contributions | $ 22,547 | |||
| 2022-08-02 | Employee Contributions | $ 22,547 | |||
| 2022-07-21 | Employer Contributions | $ 66,840 | |||
| 2022-07-21 | Employee Contributions | $ 66,840 | |||
| 2022-06-02 | Employer Contributions | $ 200,000 | |||
| 2022-06-02 | Employee Contributions | $ 200,000 |
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