VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2022
|
300858719
|
2023-12-04
|
VALENTI WEALTH MANAGEMENT, LLC
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2023-12-04 |
Name of individual signing |
JOAN VALENTI |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2022
|
300858719
|
2023-06-01
|
VALENTI WEALTH MANAGEMENT, LLC
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2023-06-01 |
Name of individual signing |
JOAN VALENTI |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2021
|
300858719
|
2022-06-13
|
VALENTI WEALTH MANAGEMENT, LLC
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2022-06-13 |
Name of individual signing |
JOAN M. VALENTI, CFP |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2020
|
300858719
|
2021-05-18
|
VALENTI WEALTH MANAGEMENT, LLC
|
8
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2021-05-18 |
Name of individual signing |
JOAN M. VALENTI, CFP |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2019
|
300858719
|
2020-07-22
|
VALENTI WEALTH MANAGEMENT, LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2020-07-22 |
Name of individual signing |
JOAN M. VALENTI, CFP |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2018
|
300858719
|
2019-04-26
|
VALENTI WEALTH MANAGEMENT, LLC
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2019-04-26 |
Name of individual signing |
JOAN M. VALENTI, CFP |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2017
|
061600133
|
2018-06-05
|
VALENTI WEALTH MANAGEMENT, LLC
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2018-06-05 |
Name of individual signing |
JOAN M. VALENTI, CFP |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2016
|
061600133
|
2017-05-24
|
VALENTI WEALTH MANAGEMENT, LLC
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2017-05-24 |
Name of individual signing |
JOAN M. VALENTI, CFP |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2015
|
061600133
|
2016-05-04
|
VALENTI WEALTH MANAGEMENT, LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2016-05-04 |
Name of individual signing |
JOAN M. VALENTI, CFP |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-05-04 |
Name of individual signing |
JOAN M. VALENTI |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2014
|
061600133
|
2015-04-02
|
VALENTI WEALTH MANAGEMENT, LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606777790
|
Plan sponsor’s
address |
3 FOREST PARK DRIVE, FARMINGTON, CT, 06032
|
Signature of
Role |
Plan administrator |
Date |
2015-04-02 |
Name of individual signing |
JOAN M. VALENTI, CFP |
Valid signature |
Filed with authorized/valid electronic signature |
|
|