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401k Sponsoring company profile

SOUND FINANCIAL PLANNING, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUND FINANCIAL PLANNING, INC.
Employer identification number (EIN):911155535
NAIC Classification:523900

Additional information about SOUND FINANCIAL PLANNING, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about SOUND FINANCIAL PLANNING, INC.

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

USA Location Address
1111 CLEVELAND AVE., SUITE 101
MOUNT VERNON
WA
98273
Date first seen: 2007-07-01
Date last seen: 2024-08-31

The following addresses have been found in other jurisdictions:

Jurisdiction:Washington Secretary of State Corporations Division
Address:
1111 CLEVELAND AVE STE 101
MOUNT VERNON
WA
Jurisdiction Company ID:
Jurisdiction Registration Date:

SOUND FINANCIAL PLANNING, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001SOUND FINANCIAL PLANNING, INC. PENSION PLAN2015-01-01 2004-01-01
002SOUND FINANCIAL PLANNING, INC. 401(K) PLAN2017-01-01 2017-01-01

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
2017-04-27Employer Contributions $ 100,000
2017-04-27Employee Contributions $ 100,000
2016-08-23Employer Contributions $ 25,000
2016-08-23Employee Contributions $ 25,000
2016-08-04Employer Contributions $ 25,000
2016-08-04Employee Contributions $ 25,000
2016-05-09Employer Contributions $ 25,000
2016-05-09Employee Contributions $ 25,000
2015-12-21Employer Contributions $ 50,000
2015-12-21Employee Contributions $ 50,000
2015-09-14Employer Contributions $ 25,000
2015-09-14Employee Contributions $ 25,000
2015-07-07Employer Contributions $ 25,000
2015-07-07Employee Contributions $ 25,000
2015-03-30Employer Contributions $ 25,000
2015-03-30Employee Contributions $ 25,000
2014-12-24Employer Contributions $ 50,000
2014-12-24Employee Contributions $ 50,000
2014-09-09Employer Contributions $ 25,000
2014-09-09Employee Contributions $ 25,000
2014-07-10Employer Contributions $ 25,000
2014-07-10Employee Contributions $ 25,000
2014-04-21Employer Contributions $ 25,000
2014-04-21Employee Contributions $ 25,000
2013-12-23Employer Contributions $ 50,000
2013-12-23Employee Contributions $ 50,000
2013-09-09Employer Contributions $ 65,000
2013-09-09Employee Contributions $ 65,000
2012-09-05Employer Contributions $ 15,333
2012-09-05Employee Contributions $ 15,333
2011-07-11Employer Contributions $ 15,000
2011-07-11Employee Contributions $ 15,000

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