|
NORTHEAST FINANCIAL CONSULTANTS, LLC 401(K) RETIREMENT SAVINGS PLAN
|
2023
|
061562117
|
2024-07-19
|
NORTHEAST FINANCIAL CONSULTANTS, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2021-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s
address |
PO BOX 2630, WESTPORT, CT, 06880
|
Signature of
| Role |
Plan administrator |
| Date |
2024-07-19 |
| Name of individual signing |
ELWOOD B DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2024-07-19 |
| Name of individual signing |
ELWOOD B DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
NORTHEAST FINANCIAL CONSULTANTS, LLC 401(K) RETIREMENT SAVINGS PLAN
|
2022
|
061562117
|
2023-06-09
|
NORTHEAST FINANCIAL CONSULTANTS, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2021-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s
address |
PO BOX 2630, WESTPORT, CT, 06880
|
Signature of
| Role |
Plan administrator |
| Date |
2023-06-09 |
| Name of individual signing |
ELWOOD B DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
NORTHEAST FINANCIAL CONSULTANTS, LLC 401(K) RETIREMENT SAVINGS PLAN
|
2021
|
061562117
|
2022-07-06
|
NORTHEAST FINANCIAL CONSULTANTS, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2021-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s
address |
PO BOX 2630, WESTPORT, CT, 06880
|
Signature of
| Role |
Plan administrator |
| Date |
2022-07-06 |
| Name of individual signing |
ELWOOD B DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
NORTHEAST FINANCIAL CONSULTANTS, LLC 401(K) RETIREMENT SAVINGS PLAN
|
2021
|
061562117
|
2022-07-07
|
NORTHEAST FINANCIAL CONSULTANTS, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2021-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s
address |
PO BOX 2630, WESTPORT, CT, 06880
|
Signature of
| Role |
Plan administrator |
| Date |
2022-07-07 |
| Name of individual signing |
ELWOOD B DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
NORTHEAST FINANCIAL CONSULTANTS, INC
|
2019
|
061562117
|
2020-04-26
|
NORTHEAST FINANCIAL CONSULTANTS INC.
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2000-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s mailing address |
PO BOX 2630, WESTPORT, CT, 068800630
|
| Plan sponsor’s
address |
518B RIVERSIDE AVENUE, WESTPORT, CT, 06880
|
Number of participants as of the end of the plan year
| Active participants |
9 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
0 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
9 |
| 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 |
2020-04-26 |
| Name of individual signing |
ELWOOD DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
NORTHEAST FINANCIAL CONSULTANTS, INC.
|
2018
|
061562117
|
2019-05-07
|
NORTHEAST FINANCIAL CONSULTANTS, INC.
|
8
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2000-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s mailing address |
PO BOX 2630, WESTPORT, CT, 068800630
|
| Plan sponsor’s
address |
518B RIVERSIDE AVENUE, WESTPORT, CT, 06880
|
Number of participants as of the end of the plan year
| Active participants |
9 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
9 |
| 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 |
2019-05-07 |
| Name of individual signing |
ELWOOD DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
NORTHEAST FINANCIAL CONSULTANTS, INC
|
2017
|
061562117
|
2018-05-02
|
NORTHEAST FINANCIAL CONSULTANTS, INC
|
8
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2000-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s mailing address |
PO BOX 2630, WESTPORT, CT, 068800630
|
| Plan sponsor’s
address |
518B RIVERSIDE AVENUE, WESTPORT, CT, 06880
|
Number of participants as of the end of the plan year
| Active participants |
6 |
| Retired or separated participants receiving
benefits |
2 |
| Number of
participants
with
account balances as of the end of the plan year |
6 |
Signature of
| Role |
Plan administrator |
| Date |
2018-05-02 |
| Name of individual signing |
ELWOOD DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
NORTHEAST FINANCIAL CONSULTANTS, INC
|
2016
|
061562117
|
2017-07-19
|
NORTHEAST FINANCIAL CONSULTANTS, INC.
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2000-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s mailing address |
PO BOX 2630, WESTPORT, CT, 068800630
|
| Plan sponsor’s
address |
518B RIVERSIDE AVENUE, WESTPORT, CT, 06880
|
Number of participants as of the end of the plan year
| Active participants |
7 |
| Retired or separated participants receiving
benefits |
1 |
| Other
retired or separated participants entitled to future benefits |
1 |
| Number of
participants
with
account balances as of the end of the plan year |
8 |
Signature of
| Role |
Plan administrator |
| Date |
2017-07-19 |
| Name of individual signing |
ELWOOD DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2017-07-19 |
| Name of individual signing |
ELWOOD DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
NORTHEAST FINANCIAL CONSULTANTS, INC.
|
2015
|
061562117
|
2016-05-07
|
NORTHEAST FINANCIAL CONSULTANTS, INC.
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2000-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s mailing address |
PO BOX 2630, WESTPORT, CT, 06880
|
| Plan sponsor’s
address |
518B RIVERSIDE AVENUE, WESTPORT, CT, 06880
|
Number of participants as of the end of the plan year
| Active participants |
7 |
| Other
retired or separated participants entitled to future benefits |
2 |
| Number of
participants
with
account balances as of the end of the plan year |
9 |
| 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 |
2016-05-07 |
| Name of individual signing |
ELWOOD DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2016-05-07 |
| Name of individual signing |
ELWOOD DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
NORTHEAST FINACIAL CONSULTANTS, INC.
|
2014
|
061562117
|
2015-06-04
|
NORTHEAST FINANCIAL CONSULTANTS, INC.
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2000-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2032268997
|
| Plan sponsor’s mailing address |
PO BOX 2630, WESTPORT, CT, 06880
|
| Plan sponsor’s
address |
518B RIVERSIDE AVENUE, WESTPORT, CT, 06880
|
Number of participants as of the end of the plan year
| Active participants |
6 |
| Other
retired or separated participants entitled to future benefits |
1 |
| Number of
participants
with
account balances as of the end of the plan year |
7 |
| 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 |
2015-06-04 |
| Name of individual signing |
ELWOOD DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2015-06-04 |
| Name of individual signing |
ELWOOD DAVIS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
