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| Company Name: | CHUCK BALLOU ASSOCIATES, INC. DBA NATIONAL FINANCIAL SERVICES |
| Employer identification number (EIN): | 610998080 |
| NAIC Classification: | 541219 |
| NAIC Description: | Other Accounting Services |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2024-01-31 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | NATIONAL FINANCIAL SERVICES CASH BALANCE PLAN | 2015-01-01 | 2015-01-01 |
| 001 | NATIONAL FINANCIAL SERVICES PROFIT SHARING PLAN | 2015-01-01 | 2015-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2019-03-01 | Employer Contributions | $ 2,200 |
| 2019-03-01 | Employee Contributions | $ 2,200 |
| 2018-07-23 | Employer Contributions | $ 115,063 |
| 2018-07-23 | Employee Contributions | $ 115,063 |
| 2018-05-14 | Employer Contributions | $ 13,937 |
| 2018-05-14 | Employee Contributions | $ 13,937 |
| 2017-09-11 | Employer Contributions | $ 25,000 |
| 2017-09-11 | Employee Contributions | $ 25,000 |
| 2017-08-23 | Employer Contributions | $ 14,000 |
| 2017-08-23 | Employee Contributions | $ 14,000 |
| 2017-08-14 | Employer Contributions | $ 11,898 |
| 2017-08-14 | Employee Contributions | $ 11,898 |
| 2017-07-12 | Employer Contributions | $ 12,427 |
| 2017-07-12 | Employee Contributions | $ 12,427 |
| 2017-05-26 | Employer Contributions | $ 17,380 |
| 2017-05-26 | Employee Contributions | $ 17,380 |
| 2016-05-23 | Employer Contributions | $ 8,166 |
| 2016-05-23 | Employee Contributions | $ 8,166 |
| 2016-05-19 | Employer Contributions | $ 5,332 |
| 2016-05-19 | Employee Contributions | $ 5,332 |
| 2016-03-24 | Employer Contributions | $ 12,000 |
| 2016-03-24 | Employee Contributions | $ 12,000 |
| 2016-02-25 | Employer Contributions | $ 4,834 |
| 2016-02-25 | Employee Contributions | $ 4,834 |
| 2016-01-29 | Employer Contributions | $ 8,166 |
| 2016-01-29 | Employee Contributions | $ 8,166 |
| 2015-12-28 | Employer Contributions | $ 122,000 |
| 2015-12-28 | Employee Contributions | $ 122,000 |
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