WALLER, SMITH & PALMER, P.C. 401(K) PROFIT SHRARING PLAN
|
2023
|
061014993
|
2024-07-23
|
WALLER, SMITH & PALMER, P.C.
|
40
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s
address |
52 EUGENE ONEILL DRIVE, PO BOX 88, NEW LONDON, CT, 06320
|
Signature of
Role |
Plan administrator |
Date |
2024-07-23 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-07-23 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WALLER, SMITH & PALMER, P.C. 401(K) PROFIT SHRARING PLAN
|
2022
|
061014993
|
2023-07-13
|
WALLER, SMITH & PALMER, P.C.
|
35
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s
address |
52 EUGENE ONEILL DRIVE, PO BOX 88, NEW LONDON, CT, 06320
|
Signature of
Role |
Plan administrator |
Date |
2023-07-13 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-07-13 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WALLER, SMITH & PALMER, P.C. 401(K) PROFIT SHRARING PLAN
|
2021
|
061014993
|
2022-06-23
|
WALLER, SMITH & PALMER, P.C.
|
38
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s
address |
52 EUGENE O'NEILL DRIVE, PO BOX 88, NEW LONDON, CT, 06320
|
Signature of
Role |
Plan administrator |
Date |
2022-06-23 |
Name of individual signing |
KERIN M WOODS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-06-23 |
Name of individual signing |
KERIN M WOODS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WALLER, SMITH & PALMER, P.C. 401(K) PROFIT SHARING PLAN
|
2020
|
061014993
|
2021-07-13
|
WALLER, SMITH & PALMER, P.C.
|
39
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s
address |
52 EUGENE O'NEILL DRIVE, NEW LONDON, CT, 06320
|
Signature of
Role |
Plan administrator |
Date |
2021-07-13 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-07-13 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WALLER, SMITH & PALMER, P.C. 401(K) PROFIT SHRARING PLAN
|
2019
|
061014993
|
2020-07-07
|
WALLER, SMITH & PALMER, P.C.
|
39
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s
address |
52 EUGENE O'NEILL DRIVE, NEW LONDON, CT, 06320
|
Signature of
Role |
Plan administrator |
Date |
2020-07-07 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-07-07 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WALLER, SMITH & PALMER, P.C. 401(K) PROFIT SHRARING PLAN
|
2018
|
061014993
|
2019-07-19
|
WALLER, SMITH & PALMER, P.C.
|
38
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s
address |
52 EUGENE O'NEILL DRIVE, PO BOX 88, NEW LONDON, CT, 06320
|
Signature of
Role |
Plan administrator |
Date |
2019-07-19 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-07-19 |
Name of individual signing |
ELLEN C BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WALLER, SMITH & PALMER, P.C. 401(K) PROFIT SHRARING PLAN
|
2017
|
061014993
|
2018-07-27
|
WALLER, SMITH & PALMER, P.C.
|
41
|
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s
address |
52 EUGENE O'NEILL DRIVE, PO BOX 88, NEW LONDON, CT, 06320
|
Signature of
Role |
Plan administrator |
Date |
2018-07-27 |
Name of individual signing |
ELLEN BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-07-27 |
Name of individual signing |
ELLEN BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WALLER, SMITH & PALMER, P.C. 401(K) PROFIT SHRARING PLAN
|
2017
|
061014993
|
2018-08-31
|
WALLER, SMITH & PALMER, P.C.
|
41
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s
address |
52 EUGENE O'NEILL DRIVE, PO BOX 88, NEW LONDON, CT, 06320
|
Signature of
Role |
Plan administrator |
Date |
2018-08-31 |
Name of individual signing |
ELLEN BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-08-31 |
Name of individual signing |
ELLEN BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WALLER, SMITH & PALMER, P.C. 401(K) PROFIT SHRARING PLAN
|
2016
|
061014993
|
2017-10-13
|
WALLER, SMITH & PALMER, P.C.
|
39
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s
address |
52 EUGENE O'NEILL DRIVE, PO BOX 88, NEW LONDON, CT, 06320
|
Signature of
Role |
Plan administrator |
Date |
2017-10-13 |
Name of individual signing |
KERIN M WOODS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-10-13 |
Name of individual signing |
KERIN M WOODS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WALLER, SMITH & PALMER, P.C.
|
2014
|
061014993
|
2015-09-18
|
WALLER, SMITH & PALMER, P.C.
|
38
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
1993-03-01
|
Business code |
541110
|
Sponsor’s telephone number |
8604420367
|
Plan sponsor’s mailing address |
52 EUGENE ONEILL DRIVE, NEW LONDON, CT, 06320
|
Plan sponsor’s
address |
52 EUGENE ONEILL DRIVE, NEW LONDON, CT, 06320
|
Number of participants as of the end of the plan year
Active participants |
37 |
Other
retired or separated participants entitled to future benefits |
16 |
Number of
participants
with
account balances as of the end of the plan year |
37 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2015-09-18 |
Name of individual signing |
ELLEN BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2015-09-18 |
Name of individual signing |
ELLEN BROWN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|