ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN
|
2023
|
263641014
|
2024-10-10
|
ORTHODONTICS OF GEORGETOWN, LLC
|
36
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, GEORGETOWN, CT, 06829
|
Plan administrator’s name and address
Administrator’s EIN |
132945975 |
Plan administrator’s name |
CONCIERGE RETIREMENT SERVICES, INC. |
Plan administrator’s
address |
7 RYE RIDGE PLAZA 404, RYE BROOK, NY, 10573 |
Administrator’s telephone number |
9142510099 |
Signature of
Role |
Plan administrator |
Date |
2024-10-10 |
Name of individual signing |
GEORGE LUNA |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ORTHODONTICS OF GEORGETOWN, LLC CASH BALANCE PLAN
|
2023
|
263641014
|
2024-10-10
|
ORTHODONTICS OF GEORGETOWN, LLC
|
18
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2015-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, GEORGETOWN, CT, 06829
|
|
ORTHODONTICS OF GEORGETOWN, LLC CASH BALANCE PLAN
|
2022
|
263641014
|
2023-10-11
|
ORTHODONTICS OF GEORGETOWN, LLC
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2015-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, GEORGETOWN, CT, 06829
|
|
ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN
|
2022
|
263641014
|
2023-10-11
|
ORTHODONTICS OF GEORGETOWN, LLC
|
36
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, GEORGETOWN, CT, 06829
|
Plan administrator’s name and address
Administrator’s EIN |
132945975 |
Plan administrator’s name |
CONCIERGE RETIREMENT SERVICES, INC. |
Plan administrator’s
address |
7 RYE RIDGE PLAZA 404, RYE BROOK, NY, 10573 |
Administrator’s telephone number |
9142510099 |
Signature of
Role |
Plan administrator |
Date |
2023-10-11 |
Name of individual signing |
GEORGE LUNA |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN
|
2021
|
263641014
|
2022-10-10
|
ORTHODONTICS OF GEORGETOWN, LLC
|
32
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, P.O. BOX 390, GEORGETOWN, CT, 06829
|
Plan administrator’s name and address
Administrator’s EIN |
132945975 |
Plan administrator’s name |
CONCIERGE RETIREMENT SERVICES |
Plan administrator’s
address |
2500 WESTCHESTER AVENUE, SUITE 106, PURCHASE, NY, 10577 |
Administrator’s telephone number |
9142510099 |
Signature of
Role |
Plan administrator |
Date |
2022-10-10 |
Name of individual signing |
GEORGE LUNA |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ORTHODONTICS OF GEORGETOWN, LLC CASH BALANCE PLAN
|
2021
|
263641014
|
2022-10-10
|
ORTHODONTICS OF GEORGETOWN, LLC
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2015-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, P.O. BOX 390, GEORGETOWN, CT, 06829
|
Plan administrator’s name and address
Administrator’s EIN |
132945975 |
Plan administrator’s name |
CONCIERGE RETIREMENT SERVICES |
Plan administrator’s
address |
2500 WESTCHESTER AVENUE, SUITE 106, PURCHASE, NY, 10577 |
Administrator’s telephone number |
9142510099 |
Signature of
Role |
Plan administrator |
Date |
2022-10-10 |
Name of individual signing |
GEORGE LUNA |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ORTHODONTICS OF GEORGETOWN, LLC CASH BALANCE PLAN
|
2020
|
263641014
|
2021-10-13
|
ORTHODONTICS OF GEORGETOWN, LLC
|
14
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2015-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, P.O. BOX 390, GEORGETOWN, CT, 06829
|
|
ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN
|
2020
|
263641014
|
2021-10-13
|
ORTHODONTICS OF GEORGETOWN, LLC
|
25
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, P.O. BOX 390, GEORGETOWN, CT, 06829
|
|
ORTHODONTICS OF GEORGETOWN, LLC CASH BALANCE PLAN
|
2019
|
263641014
|
2020-10-06
|
ORTHODONTICS OF GEORGETOWN, LLC
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2015-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, P.O. BOX 390, GEORGETOWN, CT, 06829
|
|
ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN
|
2019
|
263641014
|
2020-10-06
|
ORTHODONTICS OF GEORGETOWN, LLC
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
621210
|
Sponsor’s telephone number |
2035449338
|
Plan sponsor’s
address |
73 REDDING ROAD, P.O. BOX 390, GEORGETOWN, CT, 06829
|
|