 |
|
|
|
| Company Name: | WEALTH MANAGEMENT SOLUTIONS, LLC |
| Employer identification number (EIN): | 475166713 |
| 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: 2024-08-31 | ||||||
| Date | Description |
|---|---|
| 2022-10-17 | 475166713 Change of name detected from HOPKINS INVESTMENT MANAGEMENT, LLC to WEALTH MANAGEMENT SOLUTIONS, LLC |
| 2022-10-17 | 475166713 Change of plan name detected from HOPKINS INVESTMENT MANAGEMENT, LLC 401(K) PLAN (PPA 2015 RESTATEMENT) to WEALTH MANAGEMENT SOLUTIONS, LLC INCENTIVE SAVINGS PLAN for plan ID 003 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | WEALTH MANAGEMENT SOLUTIONS, LLC 401(K) PLAN | 2017-01-01 | 2017-01-01 |
| 003 | WEALTH MANAGEMENT SOLUTIONS, LLC INCENTIVE SAVINGS PLAN | 2021-01-01 | 2013-01-10 |
| 002 | WEALTH MANAGEMENT SOLUTIONS, LLC CASH BALANCE PLAN | 2022-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-08 | Employer Contributions | $ 68,074 |
| 2023-09-08 | Employee Contributions | $ 68,074 |
| 2023-07-31 | Employer Contributions | $ 21,882 |
| 2023-07-31 | Employee Contributions | $ 21,882 |
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| | |
|