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401k Sponsoring company profile

MANAGED ACCOUNT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MANAGED ACCOUNT SERVICES, INC.
Employer identification number (EIN):650505084
NAIC Classification:523900

Additional information about MANAGED ACCOUNT SERVICES, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about MANAGED ACCOUNT SERVICES, INC.

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

USA Location Address
2665 S. BAYSHORE DR. SUITE 230
COCONUT GROVE
FL
33133
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Location Address
3250 MARY STREET, SUITE 207
COCONUT GROVE
FL
331335232
Date first seen: 2011-09-14
Date last seen: 2023-11-27

MANAGED ACCOUNT SERVICES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
003MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN2016-01-01 2014-01-01
002MANAGED ACCOUNT SERVICES, INC. 401(K) PLAN2015-01-01 2006-01-01

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
2020-08-27Employer Contributions $ 46,518
2020-08-27Employee Contributions $ 46,518
2019-10-08Employer Contributions $ 50,000
2019-10-08Employee Contributions $ 50,000
2019-07-23Employer Contributions $ 50,000
2019-07-23Employee Contributions $ 50,000
2019-04-23Employer Contributions $ 50,000
2019-04-23Employee Contributions $ 50,000
2019-01-17Employer Contributions $ 50,000
2019-01-17Employee Contributions $ 50,000
2018-10-16Employer Contributions $ 50,000
2018-10-16Employee Contributions $ 50,000
2018-07-18Employer Contributions $ 50,000
2018-07-18Employee Contributions $ 50,000
2018-04-12Employer Contributions $ 50,000
2018-04-12Employee Contributions $ 50,000
2018-02-27Employer Contributions $ 50,000
2018-02-27Employee Contributions $ 50,000
2018-02-05Employer Contributions $ 101,514
2018-02-05Employee Contributions $ 101,514
2017-10-11Employer Contributions $ 50,000
2017-10-11Employee Contributions $ 50,000
2017-07-17Employer Contributions $ 50,000
2017-07-17Employee Contributions $ 50,000
2017-05-03Employer Contributions $ 50,000
2017-05-03Employee Contributions $ 50,000
2017-03-23Employer Contributions $ 1,503
2017-03-23Employee Contributions $ 1,503
2017-01-23Employer Contributions $ 50,000
2017-01-23Employee Contributions $ 50,000
2016-10-13Employer Contributions $ 50,000
2016-10-13Employee Contributions $ 50,000
2016-08-12Employer Contributions $ 50,000
2016-08-12Employee Contributions $ 50,000
2016-05-20Employer Contributions $ 50,000
2016-05-20Employee Contributions $ 50,000
2016-04-12Employer Contributions $ 50,000
2016-04-12Employee Contributions $ 50,000
2016-03-14Employer Contributions $ 10,673
2016-03-14Employee Contributions $ 10,673
2016-01-13Employer Contributions $ 10,000
2016-01-13Employee Contributions $ 10,000
2015-10-29Employer Contributions $ 50,000
2015-10-29Employee Contributions $ 50,000
2015-07-27Employer Contributions $ 75,000
2015-07-27Employee Contributions $ 75,000
2015-04-28Employer Contributions $ 75,000
2015-04-28Employee Contributions $ 75,000
2015-03-23Employer Contributions $ 10,602
2015-03-23Employee Contributions $ 10,602
2015-02-09Employer Contributions $ 100,000
2015-02-09Employee Contributions $ 100,000
2015-01-21Employer Contributions $ 100,000
2015-01-21Employee Contributions $ 100,000

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