TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN
|
2023
|
825385799
|
2024-07-12
|
TRINITYPOINT WEALTH
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2018-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
2036938525
|
Plan sponsor’s
address |
612 WHEELERS FARMS RD, MILFORD, CT, 06461
|
Signature of
Role |
Plan administrator |
Date |
2024-07-11 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-07-11 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN
|
2022
|
825385799
|
2023-08-11
|
TRINITYPOINT WEALTH
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2018-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
2036938525
|
Plan sponsor’s
address |
612 WHEELERS FARMS RD, MILFORD, CT, 06461
|
Signature of
Role |
Plan administrator |
Date |
2023-08-11 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-08-11 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN
|
2021
|
825385799
|
2022-07-26
|
TRINITYPOINT WEALTH
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2018-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
2036938525
|
Plan sponsor’s
address |
612 WHEELERS FARMS RD, MILFORD, CT, 06461
|
Signature of
Role |
Plan administrator |
Date |
2022-07-26 |
Name of individual signing |
JIM BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-07-26 |
Name of individual signing |
JIM BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN
|
2020
|
825385799
|
2021-08-02
|
TRINITYPOINT WEALTH
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2018-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
2036938525
|
Plan sponsor’s
address |
612 WHEELERS FARMS RD, MILFORD, CT, 06461
|
Signature of
Role |
Plan administrator |
Date |
2021-08-02 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-08-02 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN
|
2019
|
825385799
|
2020-07-24
|
TRINITYPOINT WEALTH
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2018-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
2036938525
|
Plan sponsor’s
address |
612 WHEELERS FARMS RD, MILFORD, CT, 06461
|
Signature of
Role |
Plan administrator |
Date |
2020-07-24 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-07-24 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN
|
2018
|
825385799
|
2019-06-28
|
TRINITYPOINT WEALTH
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2018-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
2036938525
|
Plan sponsor’s
address |
612 WHEELERS FARMS RD, MILFORD, CT, 06461
|
Signature of
Role |
Plan administrator |
Date |
2019-06-27 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-06-27 |
Name of individual signing |
JAMES BETZIG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|