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| Company Name: | SMARTLY HOME LOANS, INC |
| Employer identification number (EIN): | 475162210 |
| NAIC Classification: | 522292 |
| NAIC Description: | Real Estate Credit |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-08-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2024-09-30 | |||||
| Date last seen: 2024-10-11 | |||||
| Date | Description |
|---|---|
| 2024-10-11 | 475162210 Change of name detected from GREY TREE MORTGAGE, INC. to SMARTLY HOME LOANS, INC |
| 2024-10-11 | 475162210 Change of plan name detected from GREY TREE MORTGAGE, INC. CASH BALANCE PLAN to SMARTLY HOME LOANS, INC. CASH BALANCE PLAN for plan ID 002 |
| 2024-09-30 | 475162210 Change of name detected from GREY TREE MORTGAGE, INC. to SMARTLY HOME LOANS, INC |
| 2024-09-30 | 475162210 Change of plan name detected from GREY TREE MORTGAGE, INC. 401(K) PROFIT SHARING PLAN to SMARTLY HOME LOANS, INC. 401(K) PROFIT SHARING PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | SMARTLY HOME LOANS, INC. 401(K) PROFIT SHARING PLAN | 2019-01-01 | 2019-01-01 |
| 002 | SMARTLY HOME LOANS, INC. CASH BALANCE PLAN | 2021-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-14 | Employer Contributions | $ 103,000 |
| 2023-09-14 | Employee Contributions | $ 103,000 |
| 2022-09-15 | Employer Contributions | $ 168,282 |
| 2022-09-15 | Employee Contributions | $ 168,282 |
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