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401k Sponsoring company profile

PENSION AND TAX ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PENSION AND TAX ADVISORS, INC.
Employer identification number (EIN):880513525
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about PENSION AND TAX ADVISORS, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about PENSION AND TAX ADVISORS, INC.

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

USA Location Address
677 N. WASHINGTON BLVD
SARASOTA
FL
34236
Date first seen: 2007-01-01
Date last seen: 2024-07-23

Plan Sponsor Events

PENSION AND TAX ADVISORS, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001PCH CAPITAL, INC. DEFINED BENEFIT PLAN2018-01-01 2002-01-01

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
2022-09-14Employer Contributions $ 70,000
2022-09-14Employee Contributions $ 70,000

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