Company Name: | JEFF PETERSON & ASSOCIATES, LLC |
Employer identification number (EIN): | 460855998 |
NAIC Classification: | 621330 |
NAIC Description: | Offices of Mental Health Practitioners (except Physicians) |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2008-07-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-10-04 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | JEFF PETERSON & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 2015-01-01 | 2014-01-01 |
001 | JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN | 2019-01-01 | 2019-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-09-15 | Employer Contributions | $ 60,000 |
2023-09-15 | Employee Contributions | $ 60,000 |
2023-09-14 | Employer Contributions | $ 95,000 |
2023-09-14 | Employee Contributions | $ 95,000 |
2022-09-09 | Employer Contributions | $ 175,000 |
2022-09-09 | Employee Contributions | $ 175,000 |
2020-12-03 | Employer Contributions | $ 115,000 |
2020-12-03 | Employee Contributions | $ 115,000 |