BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2023
|
452494386
|
2024-07-23
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528262
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2024-07-23 |
Name of individual signing |
AMANDA MELTZER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2022
|
452494386
|
2023-06-28
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
14
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528262
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2023-06-28 |
Name of individual signing |
AMANDA MELTZER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2021
|
452494386
|
2022-08-01
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528262
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2022-08-01 |
Name of individual signing |
MAURA MEEHAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2020
|
452494386
|
2021-06-28
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528262
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE,, SUITE 200, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2021-06-28 |
Name of individual signing |
S. LINDSAY KOLTAY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2020
|
452494386
|
2021-06-23
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
15
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528262
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE,, SUITE 200, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2021-06-23 |
Name of individual signing |
S. LINDSAY KOLTAY |
Valid signature |
Filed with incorrect/unrecognized electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-06-23 |
Name of individual signing |
MAURA MEEHAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2019
|
452494386
|
2020-07-29
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528262
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE,, SUITE 200, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2020-07-29 |
Name of individual signing |
S. LINDSAY KOLTAY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-07-29 |
Name of individual signing |
MAURA MEEHAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2018
|
452494386
|
2019-10-15
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528262
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE,, SUITE 200, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2019-10-15 |
Name of individual signing |
B LANCE SAUERTEIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-10-15 |
Name of individual signing |
B LANCE SAUERTEIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2017
|
452494386
|
2018-09-19
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528253
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE, SUITE 20, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2018-09-19 |
Name of individual signing |
B. LANCE SAUERTEIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2016
|
452494386
|
2017-07-12
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528253
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE, SUITE 20, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2017-07-12 |
Name of individual signing |
B. LANCE SAUERTEIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN
|
2015
|
452494386
|
2016-07-18
|
BALANCE POINT CAPITAL ADVISORS, LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541600
|
Sponsor’s telephone number |
2036528262
|
Plan sponsor’s
address |
285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880
|
Signature of
Role |
Plan administrator |
Date |
2016-07-18 |
Name of individual signing |
B. LANCE SAUERTEIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|