ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2023
|
061616224
|
2024-07-26
|
ADVICEONE, LLC
|
49
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8604303614
|
Plan sponsor’s
address |
100 WESTERN BLVD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2024-07-26 |
Name of individual signing |
COURTNEY MCSWYNY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2022
|
061616224
|
2023-06-20
|
ADVICEONE, LLC
|
55
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8604303614
|
Plan sponsor’s
address |
100 WESTERN BLVD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2023-06-20 |
Name of individual signing |
COURTNEY MCSWYNY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2021
|
061616224
|
2022-07-27
|
ADVICEONE, LLC
|
39
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8604303614
|
Plan sponsor’s
address |
100 WESTERN BLVD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2022-07-27 |
Name of individual signing |
COURTNEY MCSWYNY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2020
|
061616224
|
2021-05-11
|
ADVICEONE LLC
|
53
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606594900
|
Plan sponsor’s
address |
100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2021-05-11 |
Name of individual signing |
ANITA ROBERTS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-05-11 |
Name of individual signing |
ANITA ROBERTS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2019
|
061616224
|
2020-06-08
|
ADVICEONE LLC
|
59
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606594900
|
Plan sponsor’s
address |
100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2020-06-08 |
Name of individual signing |
ANITA ROBERTS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-06-08 |
Name of individual signing |
ANITA ROBERTS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2018
|
061616224
|
2019-05-29
|
ADVICEONE LLC
|
51
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606594900
|
Plan sponsor’s
address |
100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2019-05-29 |
Name of individual signing |
MICHAEL GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-05-29 |
Name of individual signing |
MICHAEL GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2017
|
061616224
|
2018-07-23
|
ADVICEONE LLC
|
45
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606594900
|
Plan sponsor’s
address |
100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2018-07-23 |
Name of individual signing |
MICHAEL GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-07-23 |
Name of individual signing |
MICHAEL GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2016
|
061616224
|
2017-06-12
|
ADVICEONE LLC
|
33
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606594900
|
Plan sponsor’s
address |
100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2017-06-12 |
Name of individual signing |
MICHAEL P. GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-06-12 |
Name of individual signing |
MICHAEL P. GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2015
|
061616224
|
2016-06-21
|
ADVICEONE LLC
|
33
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606594900
|
Plan sponsor’s
address |
100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2016-06-21 |
Name of individual signing |
MICHAEL P GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-06-21 |
Name of individual signing |
MICHAEL P GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ADVICEONE ADVISORY SERVICE 401(K) PLAN
|
2014
|
061616224
|
2015-05-14
|
ADVICEONE, LLC
|
26
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8606594900
|
Plan sponsor’s
address |
100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033
|
Signature of
Role |
Plan administrator |
Date |
2015-05-14 |
Name of individual signing |
MICHAEL GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2015-05-14 |
Name of individual signing |
MICHAEL GROSSMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|