401k plan information for ALDRICH SERVICES LLP

401k Sponsoring company profile

ALDRICH SERVICES LLP has sponsored the creation of one or more 401k plans.

Company Name: ALDRICH SERVICES LLP

Employer identification number (EIN): 931316075

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

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

USA Mailing Address

680 HAWTHORNE AVE SE, SUITE 140

SALEM

97301

Date first seen: 2007-01-01

Date last seen: 2024-06-30

USA Mailing Address

5665 SW MEADOWS RD., SUITE 200

LAKE OSWEGO

970353131

Date first seen: 2010-10-14

Date last seen: 2018-10-15

USA Location Address

680 HAWTHORNE AVE SE, SUITE 140

SALEM

97301

Date first seen: 2007-01-01

Date last seen: 2024-10-08

Plan Sponsor Events

Change of plan sponsor from ALDRICH SERVICES LLP to ALDRICH SERVICES, LLP detected on 2023-06-06

Sponsoring Company Events

Date	Description
2021-10-27	931316075 Change of name detected from AKT SERVICES, LLP to ALDRICH SERVICES LLP

ALDRICH SERVICES LLP 401k Plans

Plan id#	Plan Name	Plan Start Date	Plan Effective Date
002	AKT RETIREMENT PLAN	2015-01-01	1991-07-01
004	AKT CASH BALANCE PLAN	2015-01-01	2006-01-01
501	ALDRICH WELFARE BENEFIT PLAN	2016-07-01	1973-01-01
001	AKT RETIREMENT PLAN	2011-01-01	1991-07-01
005	ALDRICH CASH BALANCE PENSION PLAN	2021-01-01	2021-01-01

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:

Date Type of contribution Contribution Number of participants/employees Average contribution per participant
2022-12-30 Employer Contributions $ 285,000 374 $ 762
2022-12-30 Employee Contributions $ 285,000 374 $ 762
2022-12-05 Employer Contributions $ 285,000 374 $ 762
2022-12-05 Employee Contributions $ 285,000 374 $ 762
2022-10-31 Employer Contributions $ 285,000 374 $ 762
2022-10-31 Employee Contributions $ 285,000 374 $ 762
2022-09-30 Employer Contributions $ 285,000 374 $ 762
2022-09-30 Employee Contributions $ 285,000 374 $ 762
2022-08-26 Employer Contributions $ 1,083,793 374 $ 2,898
2022-08-26 Employee Contributions $ 1,083,793 374 $ 2,898
2018-06-22 Employer Contributions $ 170,692 216 $ 790
2018-06-22 Employee Contributions $ 170,692 216 $ 790
2017-12-29 Employer Contributions $ 47,200 251 $ 188
2017-12-29 Employee Contributions $ 47,200 251 $ 188
2017-12-01 Employer Contributions $ 47,200 251 $ 188
2017-12-01 Employee Contributions $ 47,200 251 $ 188
2017-10-31 Employer Contributions $ 47,200 251 $ 188
2017-10-31 Employee Contributions $ 47,200 251 $ 188
2017-09-29 Employer Contributions $ 47,200 251 $ 188
2017-09-29 Employee Contributions $ 47,200 251 $ 188
2017-09-01 Employer Contributions $ 47,200 251 $ 188
2017-09-01 Employee Contributions $ 47,200 251 $ 188
2017-07-31 Employer Contributions $ 45,200 251 $ 180
2017-07-31 Employee Contributions $ 45,200 251 $ 180
2017-07-21 Employer Contributions $ 390,000 251 $ 1,554
2017-07-21 Employee Contributions $ 390,000 251 $ 1,554
2017-07-14 Employer Contributions $ 44,200 251 $ 176
2017-07-14 Employee Contributions $ 44,200 251 $ 176
2017-06-08 Employer Contributions $ 45,200 251 $ 180
2017-06-08 Employee Contributions $ 45,200 251 $ 180
2017-05-22 Employer Contributions $ 45,200 251 $ 180
2017-05-22 Employee Contributions $ 45,200 251 $ 180
2017-03-27 Employer Contributions $ 45,534 251 $ 181
2017-03-27 Employee Contributions $ 45,534 251 $ 181
2017-02-27 Employer Contributions $ 45,533 251 $ 181
2017-02-27 Employee Contributions $ 45,533 251 $ 181
2017-02-06 Employer Contributions $ 3,502 251 $ 14
2017-02-06 Employee Contributions $ 3,502 251 $ 14
2017-01-24 Employer Contributions $ 45,533 251 $ 181
2017-01-24 Employee Contributions $ 45,533 251 $ 181
2017-01-06 Employer Contributions $ 45,533 251 $ 181
2017-01-06 Employee Contributions $ 45,533 251 $ 181
2016-11-22 Employer Contributions $ 45,534 277 $ 164
2016-11-22 Employee Contributions $ 45,534 277 $ 164
2016-11-18 Employer Contributions $ 45,534 277 $ 164
2016-11-18 Employee Contributions $ 45,534 277 $ 164
2016-09-26 Employer Contributions $ 45,533 277 $ 164
2016-09-26 Employee Contributions $ 45,533 277 $ 164
2016-09-15 Employer Contributions $ 10,498 277 $ 38
2016-09-15 Employee Contributions $ 10,498 277 $ 38
2016-09-02 Employer Contributions $ 45,533 277 $ 164
2016-09-02 Employee Contributions $ 45,533 277 $ 164
2016-07-25 Employer Contributions $ 45,534 277 $ 164
2016-07-25 Employee Contributions $ 45,534 277 $ 164
2016-06-28 Employer Contributions $ 45,533 277 $ 164
2016-06-28 Employee Contributions $ 45,533 277 $ 164
2016-05-27 Employer Contributions $ 45,533 277 $ 164
2016-05-27 Employee Contributions $ 45,533 277 $ 164
2016-05-09 Employer Contributions $ 42,033 277 $ 152
2016-05-09 Employee Contributions $ 42,033 277 $ 152
2016-04-04 Employer Contributions $ 42,034 277 $ 152
2016-04-04 Employee Contributions $ 42,034 277 $ 152
2016-03-10 Employer Contributions $ 42,033 277 $ 152
2016-03-10 Employee Contributions $ 42,033 277 $ 152
2016-02-22 Employer Contributions $ 42,033 277 $ 152
2016-02-22 Employee Contributions $ 42,033 277 $ 152
2015-12-31 Employer Contributions $ 42,014 272 $ 154
2015-12-31 Employee Contributions $ 42,014 272 $ 154
2015-11-25 Employer Contributions $ 42,033 272 $ 155
2015-11-25 Employee Contributions $ 42,033 272 $ 155
2015-10-28 Employer Contributions $ 43,033 272 $ 158
2015-10-28 Employee Contributions $ 43,033 272 $ 158
2015-09-29 Employer Contributions $ 36,023 272 $ 132
2015-09-29 Employee Contributions $ 36,023 272 $ 132
2015-09-04 Employer Contributions $ 38,033 272 $ 140
2015-09-04 Employee Contributions $ 38,033 272 $ 140
2015-07-31 Employer Contributions $ 76,066 272 $ 280
2015-07-31 Employee Contributions $ 76,066 272 $ 280
2015-06-23 Employer Contributions $ 76,066 272 $ 280
2015-06-23 Employee Contributions $ 76,066 272 $ 280
2015-05-06 Employer Contributions $ 152,132 272 $ 559
2015-05-06 Employee Contributions $ 152,132 272 $ 559
2014-12-29 Employer Contributions $ 158,333 255 $ 621
2014-12-29 Employee Contributions $ 158,333 255 $ 621
2014-09-03 Employer Contributions $ 316,667 255 $ 1,242
2014-09-03 Employee Contributions $ 316,667 255 $ 1,242
2014-05-21 Employer Contributions $ 74,000 255 $ 290
2014-05-21 Employee Contributions $ 74,000 255 $ 290
2013-10-22 Employer Contributions $ 37,000 216 $ 171
2013-10-22 Employee Contributions $ 37,000 216 $ 171
2013-09-04 Employer Contributions $ 37,000 216 $ 171
2013-09-04 Employee Contributions $ 37,000 216 $ 171
2013-07-30 Employer Contributions $ 37,000 216 $ 171
2013-07-30 Employee Contributions $ 37,000 216 $ 171
2013-06-26 Employer Contributions $ 37,000 216 $ 171
2013-06-26 Employee Contributions $ 37,000 216 $ 171
2013-06-10 Employer Contributions $ 185,000 216 $ 856
2013-06-10 Employee Contributions $ 185,000 216 $ 856
2012-07-27 Employer Contributions $ 164,100 191 $ 859
2012-07-27 Employee Contributions $ 164,100 191 $ 859
2012-06-12 Employer Contributions $ 109,784 191 $ 575
2012-06-12 Employee Contributions $ 109,784 191 $ 575
2011-11-02 Employer Contributions $ 44,120 171 $ 258
2011-11-02 Employee Contributions $ 44,120 171 $ 258
2011-10-03 Employer Contributions $ 22,190 171 $ 130
2011-10-03 Employee Contributions $ 22,190 171 $ 130
2011-07-25 Employer Contributions $ 22,190 171 $ 130
2011-07-25 Employee Contributions $ 22,190 171 $ 130
2011-07-06 Employer Contributions $ 31,850 171 $ 186
2011-07-06 Employee Contributions $ 31,850 171 $ 186
2011-06-10 Employer Contributions $ 166,300 171 $ 973
2011-06-10 Employee Contributions $ 166,300 171 $ 973
2010-09-05 Employer Contributions $ 88,347 224 $ 394
2010-09-05 Employee Contributions $ 88,347 224 $ 394
2010-07-14 Employer Contributions $ 37,638 224 $ 168
2010-07-14 Employee Contributions $ 37,638 224 $ 168
2010-01-11 Employer Contributions $ 26,667 224 $ 119
2010-01-11 Employee Contributions $ 26,667 224 $ 119
2009-11-20 Employer Contributions $ 26,666 170 $ 157
2009-11-20 Employee Contributions $ 26,666 170 $ 157
2009-10-19 Employer Contributions $ 26,666 170 $ 157
2009-10-19 Employee Contributions $ 26,666 170 $ 157
2009-09-18 Employer Contributions $ 26,667 170 $ 157
2009-09-18 Employee Contributions $ 26,667 170 $ 157
2009-08-17 Employer Contributions $ 31,667 170 $ 186
2009-08-17 Employee Contributions $ 31,667 170 $ 186
2009-07-20 Employer Contributions $ 10,972 170 $ 65
2009-07-20 Employee Contributions $ 10,972 170 $ 65
2009-06-22 Employer Contributions $ 21,667 170 $ 127
2009-06-22 Employee Contributions $ 21,667 170 $ 127
2009-05-18 Employer Contributions $ 35,514 170 $ 209
2009-05-18 Employee Contributions $ 35,514 170 $ 209
2009-01-20 Employer Contributions $ 30,167 170 $ 177
2009-01-20 Employee Contributions $ 30,167 170 $ 177

Date	Type of contribution	Contribution	Number of participants/employees	Average contribution per participant
2022-12-30	Employer Contributions	$ 285,000	374	$ 762
2022-12-30	Employee Contributions	$ 285,000	374	$ 762
2022-12-05	Employer Contributions	$ 285,000	374	$ 762
2022-12-05	Employee Contributions	$ 285,000	374	$ 762
2022-10-31	Employer Contributions	$ 285,000	374	$ 762
2022-10-31	Employee Contributions	$ 285,000	374	$ 762
2022-09-30	Employer Contributions	$ 285,000	374	$ 762
2022-09-30	Employee Contributions	$ 285,000	374	$ 762
2022-08-26	Employer Contributions	$ 1,083,793	374	$ 2,898
2022-08-26	Employee Contributions	$ 1,083,793	374	$ 2,898
2018-06-22	Employer Contributions	$ 170,692	216	$ 790
2018-06-22	Employee Contributions	$ 170,692	216	$ 790
2017-12-29	Employer Contributions	$ 47,200	251	$ 188
2017-12-29	Employee Contributions	$ 47,200	251	$ 188
2017-12-01	Employer Contributions	$ 47,200	251	$ 188
2017-12-01	Employee Contributions	$ 47,200	251	$ 188
2017-10-31	Employer Contributions	$ 47,200	251	$ 188
2017-10-31	Employee Contributions	$ 47,200	251	$ 188
2017-09-29	Employer Contributions	$ 47,200	251	$ 188
2017-09-29	Employee Contributions	$ 47,200	251	$ 188
2017-09-01	Employer Contributions	$ 47,200	251	$ 188
2017-09-01	Employee Contributions	$ 47,200	251	$ 188
2017-07-31	Employer Contributions	$ 45,200	251	$ 180
2017-07-31	Employee Contributions	$ 45,200	251	$ 180
2017-07-21	Employer Contributions	$ 390,000	251	$ 1,554
2017-07-21	Employee Contributions	$ 390,000	251	$ 1,554
2017-07-14	Employer Contributions	$ 44,200	251	$ 176
2017-07-14	Employee Contributions	$ 44,200	251	$ 176
2017-06-08	Employer Contributions	$ 45,200	251	$ 180
2017-06-08	Employee Contributions	$ 45,200	251	$ 180
2017-05-22	Employer Contributions	$ 45,200	251	$ 180
2017-05-22	Employee Contributions	$ 45,200	251	$ 180
2017-03-27	Employer Contributions	$ 45,534	251	$ 181
2017-03-27	Employee Contributions	$ 45,534	251	$ 181
2017-02-27	Employer Contributions	$ 45,533	251	$ 181
2017-02-27	Employee Contributions	$ 45,533	251	$ 181
2017-02-06	Employer Contributions	$ 3,502	251	$ 14
2017-02-06	Employee Contributions	$ 3,502	251	$ 14
2017-01-24	Employer Contributions	$ 45,533	251	$ 181
2017-01-24	Employee Contributions	$ 45,533	251	$ 181
2017-01-06	Employer Contributions	$ 45,533	251	$ 181
2017-01-06	Employee Contributions	$ 45,533	251	$ 181
2016-11-22	Employer Contributions	$ 45,534	277	$ 164
2016-11-22	Employee Contributions	$ 45,534	277	$ 164
2016-11-18	Employer Contributions	$ 45,534	277	$ 164
2016-11-18	Employee Contributions	$ 45,534	277	$ 164
2016-09-26	Employer Contributions	$ 45,533	277	$ 164
2016-09-26	Employee Contributions	$ 45,533	277	$ 164
2016-09-15	Employer Contributions	$ 10,498	277	$ 38
2016-09-15	Employee Contributions	$ 10,498	277	$ 38
2016-09-02	Employer Contributions	$ 45,533	277	$ 164
2016-09-02	Employee Contributions	$ 45,533	277	$ 164
2016-07-25	Employer Contributions	$ 45,534	277	$ 164
2016-07-25	Employee Contributions	$ 45,534	277	$ 164
2016-06-28	Employer Contributions	$ 45,533	277	$ 164
2016-06-28	Employee Contributions	$ 45,533	277	$ 164
2016-05-27	Employer Contributions	$ 45,533	277	$ 164
2016-05-27	Employee Contributions	$ 45,533	277	$ 164
2016-05-09	Employer Contributions	$ 42,033	277	$ 152
2016-05-09	Employee Contributions	$ 42,033	277	$ 152
2016-04-04	Employer Contributions	$ 42,034	277	$ 152
2016-04-04	Employee Contributions	$ 42,034	277	$ 152
2016-03-10	Employer Contributions	$ 42,033	277	$ 152
2016-03-10	Employee Contributions	$ 42,033	277	$ 152
2016-02-22	Employer Contributions	$ 42,033	277	$ 152
2016-02-22	Employee Contributions	$ 42,033	277	$ 152
2015-12-31	Employer Contributions	$ 42,014	272	$ 154
2015-12-31	Employee Contributions	$ 42,014	272	$ 154
2015-11-25	Employer Contributions	$ 42,033	272	$ 155
2015-11-25	Employee Contributions	$ 42,033	272	$ 155
2015-10-28	Employer Contributions	$ 43,033	272	$ 158
2015-10-28	Employee Contributions	$ 43,033	272	$ 158
2015-09-29	Employer Contributions	$ 36,023	272	$ 132
2015-09-29	Employee Contributions	$ 36,023	272	$ 132
2015-09-04	Employer Contributions	$ 38,033	272	$ 140
2015-09-04	Employee Contributions	$ 38,033	272	$ 140
2015-07-31	Employer Contributions	$ 76,066	272	$ 280
2015-07-31	Employee Contributions	$ 76,066	272	$ 280
2015-06-23	Employer Contributions	$ 76,066	272	$ 280
2015-06-23	Employee Contributions	$ 76,066	272	$ 280
2015-05-06	Employer Contributions	$ 152,132	272	$ 559
2015-05-06	Employee Contributions	$ 152,132	272	$ 559
2014-12-29	Employer Contributions	$ 158,333	255	$ 621
2014-12-29	Employee Contributions	$ 158,333	255	$ 621
2014-09-03	Employer Contributions	$ 316,667	255	$ 1,242
2014-09-03	Employee Contributions	$ 316,667	255	$ 1,242
2014-05-21	Employer Contributions	$ 74,000	255	$ 290
2014-05-21	Employee Contributions	$ 74,000	255	$ 290
2013-10-22	Employer Contributions	$ 37,000	216	$ 171
2013-10-22	Employee Contributions	$ 37,000	216	$ 171
2013-09-04	Employer Contributions	$ 37,000	216	$ 171
2013-09-04	Employee Contributions	$ 37,000	216	$ 171
2013-07-30	Employer Contributions	$ 37,000	216	$ 171
2013-07-30	Employee Contributions	$ 37,000	216	$ 171
2013-06-26	Employer Contributions	$ 37,000	216	$ 171
2013-06-26	Employee Contributions	$ 37,000	216	$ 171
2013-06-10	Employer Contributions	$ 185,000	216	$ 856
2013-06-10	Employee Contributions	$ 185,000	216	$ 856
2012-07-27	Employer Contributions	$ 164,100	191	$ 859
2012-07-27	Employee Contributions	$ 164,100	191	$ 859
2012-06-12	Employer Contributions	$ 109,784	191	$ 575
2012-06-12	Employee Contributions	$ 109,784	191	$ 575
2011-11-02	Employer Contributions	$ 44,120	171	$ 258
2011-11-02	Employee Contributions	$ 44,120	171	$ 258
2011-10-03	Employer Contributions	$ 22,190	171	$ 130
2011-10-03	Employee Contributions	$ 22,190	171	$ 130
2011-07-25	Employer Contributions	$ 22,190	171	$ 130
2011-07-25	Employee Contributions	$ 22,190	171	$ 130
2011-07-06	Employer Contributions	$ 31,850	171	$ 186
2011-07-06	Employee Contributions	$ 31,850	171	$ 186
2011-06-10	Employer Contributions	$ 166,300	171	$ 973
2011-06-10	Employee Contributions	$ 166,300	171	$ 973
2010-09-05	Employer Contributions	$ 88,347	224	$ 394
2010-09-05	Employee Contributions	$ 88,347	224	$ 394
2010-07-14	Employer Contributions	$ 37,638	224	$ 168
2010-07-14	Employee Contributions	$ 37,638	224	$ 168
2010-01-11	Employer Contributions	$ 26,667	224	$ 119
2010-01-11	Employee Contributions	$ 26,667	224	$ 119
2009-11-20	Employer Contributions	$ 26,666	170	$ 157
2009-11-20	Employee Contributions	$ 26,666	170	$ 157
2009-10-19	Employer Contributions	$ 26,666	170	$ 157
2009-10-19	Employee Contributions	$ 26,666	170	$ 157
2009-09-18	Employer Contributions	$ 26,667	170	$ 157
2009-09-18	Employee Contributions	$ 26,667	170	$ 157
2009-08-17	Employer Contributions	$ 31,667	170	$ 186
2009-08-17	Employee Contributions	$ 31,667	170	$ 186
2009-07-20	Employer Contributions	$ 10,972	170	$ 65
2009-07-20	Employee Contributions	$ 10,972	170	$ 65
2009-06-22	Employer Contributions	$ 21,667	170	$ 127
2009-06-22	Employee Contributions	$ 21,667	170	$ 127
2009-05-18	Employer Contributions	$ 35,514	170	$ 209
2009-05-18	Employee Contributions	$ 35,514	170	$ 209
2009-01-20	Employer Contributions	$ 30,167	170	$ 177
2009-01-20	Employee Contributions	$ 30,167	170	$ 177

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Company Name:	ALDRICH SERVICES LLP
Employer identification number (EIN):	931316075
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants