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401k Sponsoring company profile

KEVIN M. FURLONG INVESTMENT MANAGEM ENT LLC has sponsored the creation of one or more 401k plans.

Company Name:KEVIN M. FURLONG INVESTMENT MANAGEM ENT LLC
Employer identification number (EIN):800951702
NAIC Classification:523900

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

USA Location Address
300 MONTGOMERY STREET, SUITE 1104
SAN FRANCISCO
CA
94104
Date first seen: 2007-01-01
Date last seen: 2023-12-31

KEVIN M. FURLONG INVESTMENT MANAGEM ENT LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001KEVIN M. FURLONG INVESTMENT MANAGEMENT LLC SALARY DEFERRAL PLAN2016-01-01 2015-01-01
002KEVIN M FURLONG INVESTMENT MANAGEMENT LLC CASH BALANCE 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
2023-09-14Employer Contributions $ 10,735
2023-09-14Employee Contributions $ 10,735
2023-09-13Employer Contributions $ 5,000
2023-09-13Employee Contributions $ 5,000
2023-08-11Employer Contributions $ 20,000
2023-08-11Employee Contributions $ 20,000
2023-07-14Employer Contributions $ 20,000
2023-07-14Employee Contributions $ 20,000
2023-06-20Employer Contributions $ 20,000
2023-06-20Employee Contributions $ 20,000
2023-05-16Employer Contributions $ 15,000
2023-05-16Employee Contributions $ 15,000
2023-04-27Employer Contributions $ 9,000
2023-04-27Employee Contributions $ 9,000
2023-04-18Employer Contributions $ 10,000
2023-04-18Employee Contributions $ 10,000
2023-03-16Employer Contributions $ 500
2023-03-16Employee Contributions $ 500
2023-03-13Employer Contributions $ 15,000
2023-03-13Employee Contributions $ 15,000
2023-03-06Employer Contributions $ 1,000
2023-03-06Employee Contributions $ 1,000
2023-02-14Employer Contributions $ 18,000
2023-02-14Employee Contributions $ 18,000
2023-02-07Employer Contributions $ 150
2023-02-07Employee Contributions $ 150
2023-01-13Employer Contributions $ 10,000
2023-01-13Employee Contributions $ 10,000
2023-01-03Employer Contributions $ 1,000
2023-01-03Employee Contributions $ 1,000
2022-12-13Employer Contributions $ 15,000
2022-12-13Employee Contributions $ 15,000
2022-12-01Employer Contributions $ 200
2022-12-01Employee Contributions $ 200
2022-11-28Employer Contributions $ 2,100
2022-11-28Employee Contributions $ 2,100
2022-11-14Employer Contributions $ 16,100
2022-11-14Employee Contributions $ 16,100
2022-10-25Employer Contributions $ 2,000
2022-10-25Employee Contributions $ 2,000
2022-10-14Employer Contributions $ 1,200
2022-10-14Employee Contributions $ 1,200
2022-09-29Employer Contributions $ 1,500
2022-09-29Employee Contributions $ 1,500
2022-09-14Employer Contributions $ 30,000
2022-09-14Employee Contributions $ 30,000
2022-08-12Employer Contributions $ 10,000
2022-08-12Employee Contributions $ 10,000
2022-07-25Employer Contributions $ 1,000
2022-07-25Employee Contributions $ 1,000
2022-07-14Employer Contributions $ 12,666
2022-07-14Employee Contributions $ 12,666
2022-06-17Employer Contributions $ 10,000
2022-06-17Employee Contributions $ 10,000
2022-06-13Employer Contributions $ 37,914
2022-06-13Employee Contributions $ 37,914
2022-05-12Employer Contributions $ 21,789
2022-05-12Employee Contributions $ 21,789
2022-05-02Employer Contributions $ 26,100
2022-05-02Employee Contributions $ 26,100
2022-04-14Employer Contributions $ 18,000
2022-04-14Employee Contributions $ 18,000
2022-03-16Employer Contributions $ 200
2022-03-16Employee Contributions $ 200
2022-03-11Employer Contributions $ 20,000
2022-03-11Employee Contributions $ 20,000
2022-02-11Employer Contributions $ 15,000
2022-02-11Employee Contributions $ 15,000
2022-02-02Employer Contributions $ 250
2022-02-02Employee Contributions $ 250
2022-01-27Employer Contributions $ 600
2022-01-27Employee Contributions $ 600
2022-01-14Employer Contributions $ 20,000
2022-01-14Employee Contributions $ 20,000
2022-01-11Employer Contributions $ 5,000
2022-01-11Employee Contributions $ 5,000
2021-11-30Employer Contributions $ 4,000
2021-11-30Employee Contributions $ 4,000
2021-10-14Employer Contributions $ 10,500
2021-10-14Employee Contributions $ 10,500
2021-08-12Employer Contributions $ 20,647
2021-08-12Employee Contributions $ 20,647
2020-12-04Employer Contributions $ 3,118
2020-12-04Employee Contributions $ 3,118
2020-11-25Employer Contributions $ 1,000
2020-11-25Employee Contributions $ 1,000
2020-11-13Employer Contributions $ 18,329
2020-11-13Employee Contributions $ 18,329
2020-11-06Employer Contributions $ 1,000
2020-11-06Employee Contributions $ 1,000
2020-11-04Employer Contributions $ 1,000
2020-11-04Employee Contributions $ 1,000
2020-11-03Employer Contributions $ 1,000
2020-11-03Employee Contributions $ 1,000
2020-11-02Employer Contributions $ 749
2020-11-02Employee Contributions $ 749
2020-10-13Employer Contributions $ 14,000
2020-10-13Employee Contributions $ 14,000
2020-09-23Employer Contributions $ 14,750
2020-09-23Employee Contributions $ 14,750
2020-09-18Employer Contributions $ 8,000
2020-09-18Employee Contributions $ 8,000
2020-09-14Employer Contributions $ 25,000
2020-09-14Employee Contributions $ 25,000
2020-08-27Employer Contributions $ 1,000
2020-08-27Employee Contributions $ 1,000
2020-08-19Employer Contributions $ 7,499
2020-08-19Employee Contributions $ 7,499
2020-08-17Employer Contributions $ 750
2020-08-17Employee Contributions $ 750
2020-08-13Employer Contributions $ 7,501
2020-08-13Employee Contributions $ 7,501
2020-07-29Employer Contributions $ 5,000
2020-07-29Employee Contributions $ 5,000
2020-07-20Employer Contributions $ 7,501
2020-07-20Employee Contributions $ 7,501
2020-07-13Employer Contributions $ 10,000
2020-07-13Employee Contributions $ 10,000
2020-06-29Employer Contributions $ 15,000
2020-06-29Employee Contributions $ 15,000
2020-06-26Employer Contributions $ 20,000
2020-06-26Employee Contributions $ 20,000
2020-05-18Employer Contributions $ 7,500
2020-05-18Employee Contributions $ 7,500
2020-04-16Employer Contributions $ 7,500
2020-04-16Employee Contributions $ 7,500
2020-03-16Employer Contributions $ 750
2020-03-16Employee Contributions $ 750
2020-02-18Employer Contributions $ 7,500
2020-02-18Employee Contributions $ 7,500
2020-01-16Employer Contributions $ 7,500
2020-01-16Employee Contributions $ 7,500

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