|
DIMATTEO GROUP-FINANCIAL SERVICES INC. PENSION PLAN
|
2023
|
453445581
|
2024-05-01
|
DIMATTEO GROUP-FINANCIAL SERVICES INC.
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2039245408
|
| Plan sponsor’s
address |
1000 BRIDGEPORT AVENUE, SUITE 506, SHELTON, CT, 06484
|
|
|
DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST
|
2023
|
453445581
|
2024-08-09
|
DIMATTEO GROUP-FINANCIAL SERVICES INC.
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2039245408
|
| Plan sponsor’s
address |
79 BRIDGEPORT AVE. UNIT 1, SHELTON, CT, 06484
|
Plan administrator’s name and address
| Administrator’s EIN |
621874769 |
| Plan administrator’s name |
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES |
| Plan administrator’s
address |
6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number |
8656701844 |
Signature of
| Role |
Plan administrator |
| Date |
2024-08-09 |
| Name of individual signing |
TARA EVANS, FOR TAG RESOURCES |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST
|
2022
|
453445581
|
2023-09-01
|
DIMATTEO GROUP-FINANCIAL SERVICES INC.
|
8
|
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2039245408
|
| Plan sponsor’s
address |
79 BRIDGEPORT AVE. UNIT 1, SHELTON, CT, 06484
|
Plan administrator’s name and address
| Administrator’s EIN |
621874769 |
| Plan administrator’s name |
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES |
| Plan administrator’s
address |
6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number |
8656701844 |
Signature of
| Role |
Plan administrator |
| Date |
2023-09-01 |
| Name of individual signing |
TARA EVANS, FOR TAG RESOURCES |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST
|
2022
|
453445581
|
2024-07-30
|
DIMATTEO GROUP-FINANCIAL SERVICES INC.
|
8
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2039245408
|
| Plan sponsor’s
address |
79 BRIDGEPORT AVE. UNIT 1, SHELTON, CT, 06484
|
Plan administrator’s name and address
| Administrator’s EIN |
621874769 |
| Plan administrator’s name |
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES |
| Plan administrator’s
address |
6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number |
8656701844 |
Signature of
| Role |
Plan administrator |
| Date |
2024-07-30 |
| Name of individual signing |
TARA EVANS, FOR TAG RESOURCES |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
DIMATTEO GROUP-FINANCIAL SERVICES INC. PENSION PLAN
|
2022
|
453445581
|
2023-08-16
|
DIMATTEO GROUP-FINANCIAL SERVICES INC.
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2039245408
|
| Plan sponsor’s
address |
1000 BRIDGEPORT AVENUE, SUITE 506, SHELTON, CT, 06484
|
|
|
DIMATTEO GROUP-FINANCIAL SERVICES INC. PENSION PLAN
|
2021
|
453445581
|
2022-10-12
|
DIMATTEO GROUP-FINANCIAL SERVICES INC.
|
4
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2039245408
|
| Plan sponsor’s
address |
79 BRIDGEPORT AVENUE, UNIT 1, SHELTON, CT, 06484
|
|
|
DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST
|
2021
|
453445581
|
2022-10-09
|
DIMATTEO GROUP-FINANCIAL SERVICES INC.
|
1
|
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2039245420
|
| Plan sponsor’s
address |
79 BRIDGEPORT AVE. UNIT 1, SHELTON, CT, 06484
|
Plan administrator’s name and address
| Administrator’s EIN |
621874769 |
| Plan administrator’s name |
TAG RESOURCES, LLC |
| Plan administrator’s
address |
6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number |
8656701844 |
Signature of
| Role |
Plan administrator |
| Date |
2022-10-08 |
| Name of individual signing |
TARA EVANS |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST
|
2020
|
453445581
|
2021-04-07
|
DIMATTEO GROUP-FINANCIAL SERVICES INC.
|
4
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2039245408
|
| Plan sponsor’s
address |
79 BRIDGEPORT AVENUE, UNIT 1, SHELTON, CT, 06484
|
Signature of
| Role |
Plan administrator |
| Date |
2021-04-07 |
| Name of individual signing |
JOHN DIMATTEO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST
|
2019
|
453445581
|
2020-05-06
|
DIMATTEO GROUP-FINANCIAL SERVICES INC.
|
4
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2039245408
|
| Plan sponsor’s
address |
79 BRIDGEPORT AVENUE, UNIT 1, SHELTON, CT, 06484
|
Signature of
| Role |
Plan administrator |
| Date |
2020-05-06 |
| Name of individual signing |
JOHN DIMATTEO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
