|
SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2023
|
061600495
|
2024-05-13
|
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-06-15
|
| Business code |
541211
|
| Sponsor’s telephone number |
8606063580
|
| Plan sponsor’s
address |
10 WATERSIDE DR. SUITE 305, FARMINGTON, CT, 06032
|
Signature of
| Role |
Plan administrator |
| Date |
2024-05-13 |
| Name of individual signing |
LAWRENCE ANNELLO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2022
|
061600495
|
2023-06-23
|
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-06-15
|
| Business code |
541211
|
| Sponsor’s telephone number |
8606063580
|
| Plan sponsor’s
address |
10 WATERSIDE DR. SUITE 305, FARMINGTON, CT, 06032
|
Signature of
| Role |
Plan administrator |
| Date |
2023-06-23 |
| Name of individual signing |
LAWRENCE ANNELLO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2021
|
061600495
|
2022-07-11
|
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-06-15
|
| Business code |
541211
|
| Sponsor’s telephone number |
8606063580
|
| Plan sponsor’s
address |
10 WATERSIDE DR. SUITE 305, FARMINGTON, CT, 06032
|
Signature of
| Role |
Plan administrator |
| Date |
2022-07-11 |
| Name of individual signing |
LAWRENCE ANNELLO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2020
|
061600495
|
2021-07-01
|
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
|
8
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-06-15
|
| Business code |
541211
|
| Sponsor’s telephone number |
8606063580
|
| Plan sponsor’s
address |
10 WATERSIDE DR. SUITE 305, FARMINGTON, CT, 06032
|
Signature of
| Role |
Plan administrator |
| Date |
2021-07-01 |
| Name of individual signing |
LAWRENCE ANNELLO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
SAGEBROADVIEW FINANCIAL PLANNING, LLC 401(K) PLAN
|
2019
|
061600495
|
2020-07-15
|
SAGEBROADVIEW FINANCIAL PLANNING, LLC
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-06-15
|
| Business code |
541211
|
| Sponsor’s telephone number |
8606063580
|
| Plan sponsor’s
address |
10 WATERSIDE DR. SUITE 305, FARMINGTON, CT, 06032
|
Signature of
| Role |
Plan administrator |
| Date |
2020-07-15 |
| Name of individual signing |
LAWRENCE ANNELLO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
SAGEBROADVIEW FINANCIAL PLANNING, LLC 401(K) PLAN
|
2018
|
061600495
|
2019-07-31
|
SAGEBROADVIEW FINANCIAL PLANNING, LLC
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-06-15
|
| Business code |
541211
|
| Sponsor’s telephone number |
8606063580
|
| Plan sponsor’s
address |
6 EXECUTIVE DRIVE, SUITE 111, FARMINGTON, CT, 06032
|
Signature of
| Role |
Plan administrator |
| Date |
2019-07-31 |
| Name of individual signing |
LAWRENCE ANNELLO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
