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| Company Name: | JEFFREY SLOCUM & ASSOCIATES, INC. |
| Employer identification number (EIN): | 411567437 |
| NAIC Classification: | 812990 |
| NAIC Description: | All Other Personal Services |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-03-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-03-31 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2008-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | JEFFREY SLOCUM & ASSOCIATES, INC. PROFIT SHARING PLAN | 2015-02-01 | 1991-02-01 |
| 002 | JEFFREY SLOCUM & ASSOCIATES, INC. CASH BALANCE PLAN | 2016-02-01 | 2005-02-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2017-01-31 | Employer Contributions | $ 681,088 | 1 | $ 681,088 | |
| 2017-01-31 | Employee Contributions | $ 681,088 | 1 | $ 681,088 | |
| 2016-08-08 | Employer Contributions | $ 30,000 | 4 | $ 7,500 | |
| 2016-08-08 | Employee Contributions | $ 30,000 | 4 | $ 7,500 | |
| 2016-04-07 | Employer Contributions | $ 263,063 | 4 | $ 65,766 | |
| 2016-04-07 | Employee Contributions | $ 263,063 | 4 | $ 65,766 | |
| 2015-05-04 | Employer Contributions | $ 39,446 | 91 | $ 433 | |
| 2015-05-04 | Employee Contributions | $ 39,446 | 91 | $ 433 | |
| 2015-05-01 | Employer Contributions | $ 10,087 | 91 | $ 111 | |
| 2015-05-01 | Employee Contributions | $ 10,087 | 91 | $ 111 | |
| 2015-04-01 | Employer Contributions | $ 170,167 | 91 | $ 1,870 | |
| 2015-04-01 | Employee Contributions | $ 170,167 | 91 | $ 1,870 | |
| 2015-03-02 | Employer Contributions | $ 14,760 | 91 | $ 162 | |
| 2015-03-02 | Employee Contributions | $ 14,760 | 91 | $ 162 | |
| 2014-04-28 | Employer Contributions | $ 538,057 | 86 | $ 6,256 | |
| 2014-04-28 | Employee Contributions | $ 538,057 | 86 | $ 6,256 | |
| 2013-07-23 | Employer Contributions | $ 432,272 | 91 | $ 4,750 | |
| 2013-07-23 | Employee Contributions | $ 432,272 | 91 | $ 4,750 | |
| 2012-06-07 | Employer Contributions | $ 426,435 | 87 | $ 4,902 | |
| 2012-06-07 | Employee Contributions | $ 426,435 | 87 | $ 4,902 | |
| 2011-08-26 | Employer Contributions | $ 437,336 | 77 | $ 5,680 | |
| 2011-08-26 | Employee Contributions | $ 437,336 | 77 | $ 5,680 |
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