DELIO, PETERSON & CURCIO, LLC 401(K) PROFIT SHARING PLAN AND TRUST
|
2023
|
061310654
|
2024-04-29
|
DELIO, PETERSON & CURCIO, LLC
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET, SUITE 402, NEW HAVEN, CT, 06510
|
Signature of
Role |
Plan administrator |
Date |
2024-04-29 |
Name of individual signing |
ROBERT CURCIO |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-04-29 |
Name of individual signing |
ROBERT CURCIO |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DELIO, PETERSON & CURCIO, LLC 401(K) PROFIT SHARING PLAN AND TRUST
|
2022
|
061310654
|
2023-07-28
|
DELIO, PETERSON & CURCIO, LLC
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET, SUITE 402, NEW HAVEN, CT, 06510
|
Signature of
Role |
Plan administrator |
Date |
2023-07-28 |
Name of individual signing |
ROBERT CURCIO |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-07-28 |
Name of individual signing |
ROBERT CURCIO |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DELIO, PETERSON & CURCIO, LLC 401(K) PROFIT SHARING PLAN AND TRUST
|
2021
|
061310654
|
2022-07-13
|
DELIO, PETERSON & CURCIO, LLC
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET, SUITE 402, NEW HAVEN, CT, 06510
|
Signature of
Role |
Plan administrator |
Date |
2022-07-12 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-07-12 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DELIO, PETERSON & CURCIO, LLC 401(K) PROFIT SHARING PLAN AND TRUST
|
2020
|
061310654
|
2021-05-10
|
DELIO, PETERSON & CURCIO, LLC
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET, SUITE 402, NEW HAVEN, CT, 06510
|
Signature of
Role |
Plan administrator |
Date |
2021-05-10 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-05-10 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DELIO, PETERSON & CURCIO, LLC 401(K) PROFIT SHARING PLAN AND TRUST
|
2019
|
061310654
|
2020-10-06
|
DELIO, PETERSON & CURCIO, LLC
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET, SUITE 402, NEW HAVEN, CT, 06510
|
Signature of
Role |
Plan administrator |
Date |
2020-10-06 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-10-06 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DELIO, PETERSON & CURCIO, LLC 401(K) PROFIT SHARING PLAN AND TRUST
|
2018
|
061310654
|
2019-06-12
|
DELIO, PETERSON & CURCIO, LLC
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET, SUITE 402, NEW HAVEN, CT, 06510
|
Signature of
Role |
Plan administrator |
Date |
2019-06-11 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-06-11 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DELIO, PETERSON & CURCIO, LLC 401(K) PROFIT SHARING PLAN AND TRUST
|
2017
|
061310654
|
2018-06-26
|
DELIO, PETERSON & CURCIO, LLC
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET, SUITE 402, NEW HAVEN, CT, 06510
|
Signature of
Role |
Plan administrator |
Date |
2018-06-26 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-06-26 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DELIO, PETERSON & CURCIO, LLC 401(K) PROFIT SHARING PLAN AND TRUST
|
2016
|
061310654
|
2017-06-22
|
DELIO, PETERSON & CURCIO, LLC
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET, SUITE 402, NEW HAVEN, CT, 06510
|
Signature of
Role |
Plan administrator |
Date |
2017-06-21 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-06-21 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DELIO PETERSON CURCIO LLC 401 K PROFIT SHARING PLAN TRUST
|
2015
|
061310654
|
2016-07-21
|
DELIO PETERSON & CURCIO LLC
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET SUITE 402, NEW HAVEN, CT, 06511
|
Signature of
Role |
Plan administrator |
Date |
2016-07-21 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DELIO PETERSON CURCIO LLC 401 K PROFIT SHARING PLAN TRUST
|
2015
|
061310654
|
2016-07-13
|
DELIO PETERSON & CURCIO LLC
|
11
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1999-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2037870589
|
Plan sponsor’s
address |
700 STATE STREET SUITE 402, NEW HAVEN, CT, 06511
|
Signature of
Role |
Plan administrator |
Date |
2016-07-13 |
Name of individual signing |
PETER PETERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|