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| Company Name: | FOUNTAINHEAD CAPITAL MANAGEMENT |
| Employer identification number (EIN): | 831401367 |
| NAIC Classification: | 525920 |
| NAIC Description: | Trusts, Estates, and Agency Accounts |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2024-06-30 | ||||||
| Date | Description |
|---|---|
| 2023-11-28 | 831401367 Change of name detected from EVOLUTION CAPITAL PARTNERS to FOUNTAINHEAD CAPITAL MANAGEMENT |
| 2023-11-28 | 831401367 Change of plan name detected from EVOLUTION CAPITAL PARTNERS SOCA BENEFIT PLAN to FOUNTAINHEAD CAPITAL MANAGEMENT SOCA BENEFIT PLAN for plan ID 501 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | SPTCO MEP 401(K) FOR FOUNTAINHEAD CAPITAL MANAGEMENT | 2022-01-01 | 2022-01-01 |
| 501 | FOUNTAINHEAD CAPITAL MANAGEMENT SOCA BENEFIT PLAN | 2022-05-01 | 2019-02-01 |
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