Logo

401k Sponsoring company profile

DIVERSIFIED FINANCIAL PLANNING, INC has sponsored the creation of one or more 401k plans.

Company Name:DIVERSIFIED FINANCIAL PLANNING, INC
Employer identification number (EIN):581833272
NAIC Classification:523900

Additional information about DIVERSIFIED FINANCIAL PLANNING, INC

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about DIVERSIFIED FINANCIAL PLANNING, INC

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

USA Location Address
3600 MANSELL ROAD, SUITE 575
ALPHARETTA
GA
30022
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
10892 CRABAPPLE ROAD, SUITE 303
ROSWELL
GA
30075
Date first seen: 2007-01-01
Date last seen: 2024-03-31
USA Location Address
12630 CRABAPPLE ROAD, SUITE 300
MILTON
GA
30004
Date first seen: 2007-01-01
Date last seen: 2024-04-30
USA Mailing Address
10892 CRABAPPLE ROAD, SUITE 303
ROSWELL
GA
30075
Date first seen: 2007-01-01
Date last seen: 2024-03-31

DIVERSIFIED FINANCIAL PLANNING, INC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002DIVERSIFIED FINANCIAL PLANNING, INC. 401(K) PLAN2015-01-01 2015-01-01
001DIVERSIFIED FINANCIAL PLANNING, INC. DEFINED BENEFIT PLAN2012-01-01 2003-01-01
501JAMISON PRIVATE WEALTH MANAGEMENT GCF BENEFIT PLAN2020-04-01 2020-04-01

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 Number of participants/employees Average contribution per participant
2020-07-22Employer Contributions $ 20,000
2020-07-22Employee Contributions $ 20,000
2020-07-09Employer Contributions $ 10,000
2020-07-09Employee Contributions $ 10,000
2020-06-25Employer Contributions $ 10,000
2020-06-25Employee Contributions $ 10,000
2020-05-18Employer Contributions $ 16,667
2020-05-18Employee Contributions $ 16,667
2020-04-20Employer Contributions $ 16,667
2020-04-20Employee Contributions $ 16,667
2020-03-10Employer Contributions $ 10,000
2020-03-10Employee Contributions $ 10,000
2020-02-25Employer Contributions $ 10,000
2020-02-25Employee Contributions $ 10,000
2020-01-24Employer Contributions $ 10,000
2020-01-24Employee Contributions $ 10,000
2020-01-07Employer Contributions $ 10,000
2020-01-07Employee Contributions $ 10,000
2019-10-18Employer Contributions $ 15,000
2019-10-18Employee Contributions $ 15,000
2019-10-17Employer Contributions $ 10,000
2019-10-17Employee Contributions $ 10,000
2019-10-08Employer Contributions $ 10,000
2019-10-08Employee Contributions $ 10,000
2019-09-19Employer Contributions $ 10,000
2019-09-19Employee Contributions $ 10,000
2019-08-29Employer Contributions $ 10,000
2019-08-29Employee Contributions $ 10,000
2019-08-15Employer Contributions $ 10,000
2019-08-15Employee Contributions $ 10,000
2019-07-31Employer Contributions $ 10,000
2019-07-31Employee Contributions $ 10,000
2019-07-09Employer Contributions $ 25,000
2019-07-09Employee Contributions $ 25,000
2019-06-18Employer Contributions $ 10,000
2019-06-18Employee Contributions $ 10,000
2019-06-07Employer Contributions $ 10,000
2019-06-07Employee Contributions $ 10,000
2019-05-21Employer Contributions $ 10,000
2019-05-21Employee Contributions $ 10,000
2019-05-01Employer Contributions $ 10,000
2019-05-01Employee Contributions $ 10,000
2019-04-17Employer Contributions $ 10,000
2019-04-17Employee Contributions $ 10,000
2019-03-27Employer Contributions $ 20,000
2019-03-27Employee Contributions $ 20,000
2019-02-20Employer Contributions $ 10,000
2019-02-20Employee Contributions $ 10,000
2019-01-29Employer Contributions $ 10,000
2019-01-29Employee Contributions $ 10,000
2019-01-03Employer Contributions $ 10,000
2019-01-03Employee Contributions $ 10,000
2018-09-04Employer Contributions $ 25,000
2018-09-04Employee Contributions $ 25,000
2018-08-28Employer Contributions $ 15,000
2018-08-28Employee Contributions $ 15,000
2018-08-09Employer Contributions $ 15,000
2018-08-09Employee Contributions $ 15,000
2018-07-30Employer Contributions $ 10,000
2018-07-30Employee Contributions $ 10,000
2018-07-09Employer Contributions $ 10,000
2018-07-09Employee Contributions $ 10,000
2018-06-27Employer Contributions $ 10,000
2018-06-27Employee Contributions $ 10,000
2018-06-26Employer Contributions $ 10,000
2018-06-26Employee Contributions $ 10,000
2018-06-21Employer Contributions $ 20,000
2018-06-21Employee Contributions $ 20,000
2018-05-25Employer Contributions $ 10,000
2018-05-25Employee Contributions $ 10,000
2018-05-21Employer Contributions $ 10,000
2018-05-21Employee Contributions $ 10,000
2018-04-10Employer Contributions $ 15,000
2018-04-10Employee Contributions $ 15,000
2018-04-09Employer Contributions $ 10,000
2018-04-09Employee Contributions $ 10,000
2018-03-23Employer Contributions $ 10,000
2018-03-23Employee Contributions $ 10,000
2018-02-22Employer Contributions $ 10,000
2018-02-22Employee Contributions $ 10,000
2018-02-07Employer Contributions $ 10,000
2018-02-07Employee Contributions $ 10,000
2018-01-17Employer Contributions $ 10,000
2018-01-17Employee Contributions $ 10,000
2017-11-06Employer Contributions $ 106,000
2017-11-06Employee Contributions $ 106,000
2017-11-02Employer Contributions $ 5,000
2017-11-02Employee Contributions $ 5,000
2017-10-02Employer Contributions $ 10,000
2017-10-02Employee Contributions $ 10,000
2017-08-07Employer Contributions $ 10,000
2017-08-07Employee Contributions $ 10,000
2017-06-28Employer Contributions $ 10,000
2017-06-28Employee Contributions $ 10,000
2017-05-01Employer Contributions $ 10,000
2017-05-01Employee Contributions $ 10,000
2017-04-12Employer Contributions $ 10,000
2017-04-12Employee Contributions $ 10,000
2017-02-21Employer Contributions $ 20,000
2017-02-21Employee Contributions $ 20,000
2017-02-14Employer Contributions $ 10,000
2017-02-14Employee Contributions $ 10,000
2017-01-27Employer Contributions $ 10,000
2017-01-27Employee Contributions $ 10,000
2017-01-17Employer Contributions $ 10,000
2017-01-17Employee Contributions $ 10,000
2016-12-30Employer Contributions $ 3,500
2016-12-30Employee Contributions $ 3,500
2016-12-20Employer Contributions $ 40,000
2016-12-20Employee Contributions $ 40,000
2016-12-05Employer Contributions $ 10,000
2016-12-05Employee Contributions $ 10,000
2016-11-28Employer Contributions $ 10,000
2016-11-28Employee Contributions $ 10,000
2016-11-16Employer Contributions $ 10,000
2016-11-16Employee Contributions $ 10,000
2016-11-09Employer Contributions $ 25,000
2016-11-09Employee Contributions $ 25,000
2016-11-08Employer Contributions $ 20,000
2016-11-08Employee Contributions $ 20,000
2016-11-02Employer Contributions $ 10,000
2016-11-02Employee Contributions $ 10,000
2016-10-06Employer Contributions $ 15,000
2016-10-06Employee Contributions $ 15,000
2016-08-31Employer Contributions $ 10,000
2016-08-31Employee Contributions $ 10,000
2016-08-18Employer Contributions $ 10,000
2016-08-18Employee Contributions $ 10,000
2016-08-09Employer Contributions $ 20,000
2016-08-09Employee Contributions $ 20,000
2016-07-27Employer Contributions $ 20,000
2016-07-27Employee Contributions $ 20,000
2016-06-30Employer Contributions $ 20,000
2016-06-30Employee Contributions $ 20,000
2016-03-31Employer Contributions $ 10,000
2016-03-31Employee Contributions $ 10,000
2016-01-11Employer Contributions $ 20,000
2016-01-11Employee Contributions $ 20,000
2015-01-14Employer Contributions $ 30,000
2015-01-14Employee Contributions $ 30,000
2014-12-29Employer Contributions $ 27,000
2014-12-29Employee Contributions $ 27,000
2014-11-10Employer Contributions $ 20,000
2014-11-10Employee Contributions $ 20,000
2014-09-30Employer Contributions $ 80,000
2014-09-30Employee Contributions $ 80,000
2014-09-03Employer Contributions $ 50,000
2014-09-03Employee Contributions $ 50,000
2013-12-31Employer Contributions $ 1,999
2013-12-31Employee Contributions $ 1,999
2013-12-26Employer Contributions $ 18,000
2013-12-26Employee Contributions $ 18,000
2013-12-12Employer Contributions $ 20,000
2013-12-12Employee Contributions $ 20,000
2013-10-15Employer Contributions $ 10,000
2013-10-15Employee Contributions $ 10,000
2013-06-19Employer Contributions $ 10,000
2013-06-19Employee Contributions $ 10,000
2013-06-12Employer Contributions $ 10,000
2013-06-12Employee Contributions $ 10,000
2013-06-05Employer Contributions $ 10,000
2013-06-05Employee Contributions $ 10,000
2013-06-03Employer Contributions $ 10,000
2013-06-03Employee Contributions $ 10,000
2013-05-16Employer Contributions $ 2,500
2013-05-16Employee Contributions $ 2,500
2013-04-22Employer Contributions $ 10,000
2013-04-22Employee Contributions $ 10,000
2013-04-11Employer Contributions $ 22,000
2013-04-11Employee Contributions $ 22,000
2013-03-15Employer Contributions $ 10,000
2013-03-15Employee Contributions $ 10,000
2012-10-23Employer Contributions $ 5,000
2012-10-23Employee Contributions $ 5,000
2012-10-12Employer Contributions $ 40,000
2012-10-12Employee Contributions $ 40,000
2012-09-11Employer Contributions $ 7,000
2012-09-11Employee Contributions $ 7,000
2012-09-04Employer Contributions $ 5,000
2012-09-04Employee Contributions $ 5,000
2012-08-24Employer Contributions $ 2,000
2012-08-24Employee Contributions $ 2,000
2012-07-26Employer Contributions $ 10,000
2012-07-26Employee Contributions $ 10,000
2012-07-23Employer Contributions $ 20,000
2012-07-23Employee Contributions $ 20,000
2012-07-09Employer Contributions $ 8,000
2012-07-09Employee Contributions $ 8,000
2012-07-03Employer Contributions $ 10,000
2012-07-03Employee Contributions $ 10,000
2012-06-13Employer Contributions $ 10,000
2012-06-13Employee Contributions $ 10,000
2012-04-23Employer Contributions $ 25,000
2012-04-23Employee Contributions $ 25,000
2012-03-30Employer Contributions $ 5,000
2012-03-30Employee Contributions $ 5,000
2012-01-17Employer Contributions $ 30,000
2012-01-17Employee Contributions $ 30,000
2011-12-15Employer Contributions $ 10,000
2011-12-15Employee Contributions $ 10,000
2011-11-01Employer Contributions $ 5,000
2011-11-01Employee Contributions $ 5,000
2011-10-04Employer Contributions $ 5,000
2011-10-04Employee Contributions $ 5,000
2011-08-31Employer Contributions $ 3,000
2011-08-31Employee Contributions $ 3,000
2011-07-28Employer Contributions $ 5,000
2011-07-28Employee Contributions $ 5,000
2011-07-15Employer Contributions $ 20,000
2011-07-15Employee Contributions $ 20,000
2010-07-12Employer Contributions $ 5,000
2010-07-12Employee Contributions $ 5,000
2010-06-29Employer Contributions $ 10,000
2010-06-29Employee Contributions $ 10,000
2010-04-14Employer Contributions $ 15,000
2010-04-14Employee Contributions $ 15,000
2010-01-12Employer Contributions $ 15,000
2010-01-12Employee Contributions $ 15,000

Potentially Related Companies

Was this data useful?
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

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1