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401k Sponsoring company profile

INSIGHT WEALTH STRATEGIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:INSIGHT WEALTH STRATEGIES, LLC
Employer identification number (EIN):825323905
NAIC Classification:523900

Additional information about INSIGHT WEALTH STRATEGIES, LLC

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about INSIGHT WEALTH STRATEGIES, LLC

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

USA Location Address
5000 EXECUTIVE PARKWAY, SUITE 420
SAN RAMON
CA
94583
Date first seen: 2007-01-01
Date last seen: 2024-06-30

Plan Sponsor Events

INSIGHT WEALTH STRATEGIES, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001IWS RETIREMENT 401(K) PLAN & TRUST2017-01-01 2015-01-01
002IWS RETIREMENT DEFINED BENEFIT PLAN & TRUST2017-01-01 2015-01-01

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
2021-12-29Employer Contributions $ 27,927
2021-12-29Employee Contributions $ 27,927
2020-07-06Employer Contributions $ 310,000
2020-07-06Employee Contributions $ 310,000
2019-09-12Employer Contributions $ 303,405
2019-09-12Employee Contributions $ 303,405
2018-09-10Employer Contributions $ 307,717
2018-09-10Employee Contributions $ 307,717

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