THE INNOVATIVE CPA GROUP LLC 401(K) PROFIT SHARING PLAN
|
2023
|
814236823
|
2024-07-31
|
THE INNOVATIVE CPA GROUP LLC
|
29
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
2034890612
|
Plan sponsor’s
address |
ONE ENTERPRISE DR., STE. 210, SHELTON, CT, 06484
|
|
THE INNOVATIVE CPA GROUP LLC 401(K) PROFIT SHARING PLAN
|
2022
|
814236823
|
2023-10-05
|
THE INNOVATIVE CPA GROUP LLC
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
2034890612
|
Plan sponsor’s
address |
ONE ENTERPRISE DR., STE. 210, SHELTON, CT, 06484
|
Signature of
Role |
Plan administrator |
Date |
2023-10-05 |
Name of individual signing |
LAUREN SHUGRUE |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE INNOVATIVE CPA GROUP LLC 401(K) PROFIT SHARING PLAN TRUST
|
2021
|
814236823
|
2022-10-12
|
THE INNOVATIVE CPA GROUP LLC
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
2034890612
|
Plan sponsor’s
address |
35 NUTMEG DRIVE, TRUMBULL, CT, 06611
|
Signature of
Role |
Plan administrator |
Date |
2022-10-12 |
Name of individual signing |
LAUREN SHUGRUE, TRUSTEE |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-10-12 |
Name of individual signing |
LAUREN SHUGRUE, PRINCIPAL |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE INNOVATIVE CPA GROUP LLC 401(K) PROFIT SHARING PLAN TRUST
|
2020
|
814236823
|
2021-10-10
|
THE INNOVATIVE CPA GROUP LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
2034890612
|
Plan sponsor’s
address |
35 NUTMEG DRIVE, TRUMBULL, CT, 06611
|
Signature of
Role |
Plan administrator |
Date |
2021-10-10 |
Name of individual signing |
LAUREN SHUGRUE, TRUSTEE |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-10-10 |
Name of individual signing |
LAUREN SHUGRUE, PRINCIPAL |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE INNOVATIVE CPA GROUP LLC 401(K) PROFIT SHARING PLAN TRUST
|
2019
|
814236823
|
2020-10-01
|
THE INNOVATIVE CPA GROUP LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
2034890612
|
Plan sponsor’s
address |
35 NUTMEG DRIVE, TRUMBULL, CT, 06611
|
Signature of
Role |
Plan administrator |
Date |
2020-10-01 |
Name of individual signing |
LAUREN SHUGRUE, TRUSTEE |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-10-01 |
Name of individual signing |
LAUREN SHUGRUE, PRINCIPAL |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE INNOVATIVE CPA GROUP LLC 401(K) PROFIT SHARING PLAN TRUST
|
2018
|
814236823
|
2019-10-14
|
THE INNOVATIVE CPA GROUP LLC
|
16
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
2034890612
|
Plan sponsor’s
address |
35 NUTMEG DRIVE, TRUMBULL, CT, 06611
|
Signature of
Role |
Plan administrator |
Date |
2019-10-14 |
Name of individual signing |
LAUREN SHUGRUE, TRUSTEE |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-10-14 |
Name of individual signing |
LAUREN SHUGRUE, PRINCIPAL |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE INNOVATIVE CPA GROUP LLC 401 K PROFIT SHARING PLAN TRUST
|
2017
|
814236823
|
2018-10-08
|
THE INNOVATIVE CPA GROUP LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
2034890612
|
Plan sponsor’s
address |
35 NUTMEG DRIVE, TRUMBULL, CT, 06611
|
Signature of
Role |
Plan administrator |
Date |
2018-10-08 |
Name of individual signing |
LAUREN SHUGRUE |
Valid signature |
Filed with authorized/valid electronic signature |
|
|