Company Name: | FINANCIAL LIFESTYLE STRATEGIES INC |
Employer identification number (EIN): | 954772532 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | ||||||
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Date first seen: 2007-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
USA Location Address | ||||||
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Date first seen: 2007-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
USA Mailing Address | |||||
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Date first seen: 2010-10-04 | |||||
Date last seen: 2011-09-15 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | FINANCIAL LIFESTYLE STRATEGIES DEFINED BENEFIT PLAN & TRUST | 2015-12-01 | 2001-12-01 |
501 | FINANCIAL LIFESTYLE STRATEGIES INC VEBA | 2009-01-01 | 2004-01-01 |
Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
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2020-04-17 | Employer Contributions | $ 300,000 | |||
2020-04-17 | Employee Contributions | $ 300,000 | |||
2015-07-27 | Employer Contributions | $ 870 | 2 | $ 435 | |
2015-07-27 | Employee Contributions | $ 870 | 2 | $ 435 | |
2015-06-19 | Employer Contributions | $ 500,000 | 2 | $ 250,000 | |
2015-06-19 | Employee Contributions | $ 500,000 | 2 | $ 250,000 | |
2014-06-25 | Employer Contributions | $ 170,000 | 2 | $ 85,000 | |
2014-06-25 | Employee Contributions | $ 170,000 | 2 | $ 85,000 | |
2013-06-03 | Employer Contributions | $ 500,000 | 2 | $ 250,000 | |
2013-06-03 | Employee Contributions | $ 500,000 | 2 | $ 250,000 | |
2012-04-17 | Employer Contributions | $ 200,000 | 3 | $ 66,667 | |
2012-04-17 | Employee Contributions | $ 200,000 | 3 | $ 66,667 | |
2011-06-10 | Employer Contributions | $ 150,000 | 3 | $ 50,000 | |
2011-06-10 | Employee Contributions | $ 150,000 | 3 | $ 50,000 |