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| Company Name: | CARRTHAXTON FINANCIAL GROUP LL |
| Employer identification number (EIN): | 463363813 |
| NAIC Classification: | 523900 |
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: 2024-08-31 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2024-08-31 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2024-09-03 | ||||||
| Date | Description |
|---|---|
| 2021-04-14 | 463363813 Change of name detected from CARRTHAXTON FINANCIAL GROUP, LLC to CARRTHAXTON FINANCIAL GROUP LL |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CARRTHAXTON FINANCIAL GROUP RETIREMENT PLAN | 2016-01-01 | 2015-01-01 |
| 002 | CARRTHAXTON FINANCIAL GROUP LLC CASH BALANCE PLAN | 2022-01-01 | 2022-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2023-02-28 | Employer Contributions | $ 12,067 | 6 | $ 2,011 | |
| 2023-02-28 | Employee Contributions | $ 12,067 | 6 | $ 2,011 | |
| 2022-03-21 | Employer Contributions | $ 23,000 | 6 | $ 3,833 | |
| 2022-03-21 | Employee Contributions | $ 23,000 | 6 | $ 3,833 | |
| 2022-02-23 | Employer Contributions | $ 23,000 | 6 | $ 3,833 | |
| 2022-02-23 | Employee Contributions | $ 23,000 | 6 | $ 3,833 |
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