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401k Sponsoring company profile

JAMES HEIDRICH INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES HEIDRICH INSURANCE AGENCY, INC.
Employer identification number (EIN):475555693
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

The following addresses have been detected on the 401k submissions:

USA Location Address
355 E. RINCON STREET, SUITE 215
CORONA
CA
92879
Date first seen: 2007-04-01
Date last seen: 2024-07-31

JAMES HEIDRICH INSURANCE AGENCY, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001JAMES HEIDRICH INSURANCE AGENCY, INC. PROFIT SHARING PLAN2019-01-01 2019-01-01
002JAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN2019-01-01 2019-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-07-18Employer Contributions $ 22,851
2023-07-18Employee Contributions $ 22,851
2023-05-05Employer Contributions $ 20,000
2023-05-05Employee Contributions $ 20,000
2023-03-24Employer Contributions $ 5,000
2023-03-24Employee Contributions $ 5,000
2022-09-15Employer Contributions $ 33,000
2022-09-15Employee Contributions $ 33,000
2022-08-17Employer Contributions $ 15,000
2022-08-17Employee Contributions $ 15,000
2022-06-15Employer Contributions $ 10,000
2022-06-15Employee Contributions $ 10,000
2022-04-28Employer Contributions $ 8,000
2022-04-28Employee Contributions $ 8,000
2022-03-14Employer Contributions $ 5,000
2022-03-14Employee Contributions $ 5,000
2021-12-22Employer Contributions $ 5,000
2021-12-22Employee Contributions $ 5,000
2020-09-08Employer Contributions $ 37,856
2020-09-08Employee Contributions $ 37,856
2020-09-01Employer Contributions $ 10,000
2020-09-01Employee Contributions $ 10,000
2020-07-20Employer Contributions $ 6,000
2020-07-20Employee Contributions $ 6,000
2020-06-11Employer Contributions $ 6,000
2020-06-11Employee Contributions $ 6,000
2020-05-08Employer Contributions $ 24,000
2020-05-08Employee Contributions $ 24,000

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