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401k Sponsoring company profile

MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING
Employer identification number (EIN):770159010
NAIC Classification:523900

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

USA Location Address
1114 STATE STREET, SUITE 300
SANTA BARBARA
CA
931016704
Date first seen: 2011-07-13
Date last seen: 2013-08-02
USA Mailing Address
1114 STATE STREET, SUITE 300
SANTA BARBARA
CA
93101
Date first seen: 2007-01-01
Date last seen: 2024-09-30

Plan Sponsor Events

MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING 401(K) PROFIT SHARING PLAN2012-01-01 2008-01-01
002MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING CASH BALANCE PLAN2012-01-01 2008-01-01

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 Number of participants/employees Average contribution per participant
2013-06-20Employer Contributions $ 20,000
2013-06-20Employee Contributions $ 20,000
2013-06-11Employer Contributions $ 20,000
2013-06-11Employee Contributions $ 20,000
2013-06-04Employer Contributions $ 40,000
2013-06-04Employee Contributions $ 40,000
2013-05-22Employer Contributions $ 40,000
2013-05-22Employee Contributions $ 40,000
2013-05-09Employer Contributions $ 20,000
2013-05-09Employee Contributions $ 20,000
2013-04-15Employer Contributions $ 20,000
2013-04-15Employee Contributions $ 20,000
2013-04-02Employer Contributions $ 20,000
2013-04-02Employee Contributions $ 20,000
2013-03-15Employer Contributions $ 20,000
2013-03-15Employee Contributions $ 20,000
2013-02-25Employer Contributions $ 20,000
2013-02-25Employee Contributions $ 20,000
2013-02-08Employer Contributions $ 20,000
2013-02-08Employee Contributions $ 20,000
2013-01-30Employer Contributions $ 20,000
2013-01-30Employee Contributions $ 20,000
2013-01-15Employer Contributions $ 20,000
2013-01-15Employee Contributions $ 20,000
2012-12-21Employer Contributions $ 30,000
2012-12-21Employee Contributions $ 30,000
2012-12-10Employer Contributions $ 20,000
2012-12-10Employee Contributions $ 20,000
2012-11-07Employer Contributions $ 20,000
2012-11-07Employee Contributions $ 20,000
2012-06-13Employer Contributions $ 15,000
2012-06-13Employee Contributions $ 15,000
2012-06-01Employer Contributions $ 20,000
2012-06-01Employee Contributions $ 20,000
2012-05-15Employer Contributions $ 15,000
2012-05-15Employee Contributions $ 15,000
2012-05-02Employer Contributions $ 15,000
2012-05-02Employee Contributions $ 15,000
2012-04-17Employer Contributions $ 15,000
2012-04-17Employee Contributions $ 15,000
2012-04-04Employer Contributions $ 15,000
2012-04-04Employee Contributions $ 15,000
2012-03-20Employer Contributions $ 15,000
2012-03-20Employee Contributions $ 15,000
2012-03-06Employer Contributions $ 15,000
2012-03-06Employee Contributions $ 15,000
2012-02-29Employer Contributions $ 15,000
2012-02-29Employee Contributions $ 15,000
2012-02-10Employer Contributions $ 15,000
2012-02-10Employee Contributions $ 15,000
2012-01-27Employer Contributions $ 15,000
2012-01-27Employee Contributions $ 15,000
2012-01-13Employer Contributions $ 15,000
2012-01-13Employee Contributions $ 15,000
2011-12-28Employer Contributions $ 15,000
2011-12-28Employee Contributions $ 15,000
2011-12-19Employer Contributions $ 15,000
2011-12-19Employee Contributions $ 15,000
2011-12-08Employer Contributions $ 15,000
2011-12-08Employee Contributions $ 15,000
2011-11-18Employer Contributions $ 15,000
2011-11-18Employee Contributions $ 15,000
2011-06-10Employer Contributions $ 48,982
2011-06-10Employee Contributions $ 48,982
2011-06-01Employer Contributions $ 20,000
2011-06-01Employee Contributions $ 20,000
2011-05-23Employer Contributions $ 20,000
2011-05-23Employee Contributions $ 20,000
2011-05-05Employer Contributions $ 20,000
2011-05-05Employee Contributions $ 20,000
2011-04-11Employer Contributions $ 20,000
2011-04-11Employee Contributions $ 20,000
2011-03-09Employer Contributions $ 20,000
2011-03-09Employee Contributions $ 20,000
2011-02-17Employer Contributions $ 20,000
2011-02-17Employee Contributions $ 20,000
2011-01-21Employer Contributions $ 20,000
2011-01-21Employee Contributions $ 20,000
2010-12-09Employer Contributions $ 20,000
2010-12-09Employee Contributions $ 20,000
2010-11-12Employer Contributions $ 20,000
2010-11-12Employee Contributions $ 20,000
2010-10-15Employer Contributions $ 20,000
2010-10-15Employee Contributions $ 20,000
2010-06-18Employer Contributions $ 23,840
2010-06-18Employee Contributions $ 23,840
2010-06-09Employer Contributions $ 30,000
2010-06-09Employee Contributions $ 30,000
2010-05-28Employer Contributions $ 30,000
2010-05-28Employee Contributions $ 30,000
2010-05-06Employer Contributions $ 30,000
2010-05-06Employee Contributions $ 30,000
2010-04-19Employer Contributions $ 30,000
2010-04-19Employee Contributions $ 30,000
2010-04-09Employer Contributions $ 15,000
2010-04-09Employee Contributions $ 15,000
2010-03-30Employer Contributions $ 15,000
2010-03-30Employee Contributions $ 15,000
2010-03-11Employer Contributions $ 10,000
2010-03-11Employee Contributions $ 10,000
2010-02-24Employer Contributions $ 10,000
2010-02-24Employee Contributions $ 10,000
2010-01-22Employer Contributions $ 10,000
2010-01-22Employee Contributions $ 10,000
2009-09-14Employer Contributions $ 3,184 2 $ 1,592
2009-09-14Employee Contributions $ 3,184 2 $ 1,592

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