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| Company Name: | ABOUND WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 814120898 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2008-01-01 | ||||||
| Date last seen: 2024-07-31 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-07-01 | ||||||
| Date last seen: 2024-10-02 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | ABOUND WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN | 2017-01-01 | 2017-01-01 |
| 002 | ABOUND WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | 2018-01-01 | 2018-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2022-09-29 | Employer Contributions | $ 148,639 |
| 2022-09-29 | Employee Contributions | $ 148,639 |
| 2021-12-15 | Employer Contributions | $ 184,499 |
| 2021-12-15 | Employee Contributions | $ 184,499 |
| 2020-03-05 | Employer Contributions | $ 171,000 |
| 2020-03-05 | Employee Contributions | $ 171,000 |
| 2019-02-15 | Employer Contributions | $ 2,908 |
| 2019-02-15 | Employee Contributions | $ 2,908 |
| 2019-01-04 | Employer Contributions | $ 130,000 |
| 2019-01-04 | Employee Contributions | $ 130,000 |
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