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401k Sponsoring company profile

STACK FINANCIAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:STACK FINANCIAL MANAGEMENT, INC.
Employer identification number (EIN):810489281
NAIC Classification:523900

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

USA Location Address
2472 BIRCH GLEN
WHITEFISH
MT
59937
Date first seen: 2007-01-01
Date last seen: 2024-07-31

STACK FINANCIAL MANAGEMENT, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002STACK FINANCIAL MANAGEMENT, INC. CASH BALANCE PLAN2012-01-01 2012-01-01

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
2018-04-17Employer Contributions $ 46,566
2018-04-17Employee Contributions $ 46,566
2018-03-01Employer Contributions $ 198,415
2018-03-01Employee Contributions $ 198,415
2017-07-11Employer Contributions $ 180,715
2017-07-11Employee Contributions $ 180,715
2017-01-27Employer Contributions $ 203,515
2017-01-27Employee Contributions $ 203,515
2016-07-25Employer Contributions $ 177,915
2016-07-25Employee Contributions $ 177,915
2016-01-27Employer Contributions $ 197,215
2016-01-27Employee Contributions $ 197,215
2015-07-09Employer Contributions $ 180,415
2015-07-09Employee Contributions $ 180,415
2015-02-02Employer Contributions $ 196,915
2015-02-02Employee Contributions $ 196,915
2014-07-02Employer Contributions $ 177,915
2014-07-02Employee Contributions $ 177,915
2014-01-30Employer Contributions $ 194,030
2014-01-30Employee Contributions $ 194,030
2013-07-05Employer Contributions $ 89,000
2013-07-05Employee Contributions $ 89,000
2013-04-04Employer Contributions $ 89,000
2013-04-04Employee Contributions $ 89,000
2013-01-25Employer Contributions $ 10,600
2013-01-25Employee Contributions $ 10,600
2012-12-28Employer Contributions $ 355,830
2012-12-28Employee Contributions $ 355,830

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