SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
|
2023
|
810962133
|
2024-08-13
|
SHETTERLY TEAM LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
812990
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
7210 TURFWAY ROAD, STE 210, FLORENCE, KY, 41042
|
Signature of
Role |
Plan administrator |
Date |
2024-08-13 |
Name of individual signing |
ANTHONY WARREN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
SHETTERLY TEAM LLC CASH BALANCE PLAN
|
2023
|
810962133
|
2024-10-10
|
SHETTERLY TEAM LLC
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2021-01-01
|
Business code |
531210
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
7210 TURFWAY RD, SUITE 210, FLORENCE, KY, 41042
|
Signature of
Role |
Plan administrator |
Date |
2024-10-10 |
Name of individual signing |
ANTHONY WARREN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
SHETTERLY TEAM LLC CASH BALANCE PLAN
|
2022
|
810962133
|
2023-10-13
|
SHETTERLY TEAM LLC
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2021-01-01
|
Business code |
531210
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
7210 TURFWAY RD, SUITE 210, FLORENCE, KY, 41042
|
Signature of
Role |
Plan administrator |
Date |
2023-10-13 |
Name of individual signing |
ANTHONY WARREN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
|
2022
|
810962133
|
2023-10-04
|
SHETTERLY TEAM LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
812990
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
7210 TURFWAY ROAD, STE 210, FLORENCE, KY, 41042
|
Signature of
Role |
Plan administrator |
Date |
2023-10-04 |
Name of individual signing |
ANTHONY WARREN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
|
2021
|
810962133
|
2022-10-04
|
SHETTERLY TEAM LLC
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
812990
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
2216 DIXIE HWY, STE 100, FORT MITCHELL, KY, 41017
|
Signature of
Role |
Plan administrator |
Date |
2022-10-04 |
Name of individual signing |
ANTHONY WARREN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
|
2020
|
810962133
|
2021-05-14
|
SHETTERLY TEAM LLC
|
5
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
812990
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
2216 DIXIE HWY, STE 100, FORT MITCHELL, KY, 41017
|
Plan administrator’s name and address
Administrator’s EIN |
264477125 |
Plan administrator’s name |
401K GENERATION |
Plan administrator’s
address |
195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746 |
Administrator’s telephone number |
8669985879 |
Signature of
Role |
Plan administrator |
Date |
2021-05-14 |
Name of individual signing |
ADAM WARREN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
|
2020
|
810962133
|
2021-06-10
|
SHETTERLY TEAM LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
812990
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
2216 DIXIE HWY, STE 100, FORT MITCHELL, KY, 41017
|
Signature of
Role |
Plan administrator |
Date |
2021-06-10 |
Name of individual signing |
ADAM WARREN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
|
2019
|
810962133
|
2020-04-23
|
SHETTERLY TEAM LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
812990
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
2216 DIXIE HWY, STE 100, FORT MITCHELL, KY, 41017
|
Plan administrator’s name and address
Administrator’s EIN |
264477125 |
Plan administrator’s name |
401K GENERATION |
Plan administrator’s
address |
195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746 |
Administrator’s telephone number |
8669985879 |
Signature of
Role |
Plan administrator |
Date |
2020-04-23 |
Name of individual signing |
ADAM WARREN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
|
2018
|
810962133
|
2019-04-26
|
SHETTERLY TEAM LLC
|
8
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
812990
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
2216 DIXIE HWY, STE 100, FORT MITCHELL, KY, 41017
|
Plan administrator’s name and address
Administrator’s EIN |
264477125 |
Plan administrator’s name |
401K GENERATION |
Plan administrator’s
address |
195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746 |
Administrator’s telephone number |
8669985879 |
Signature of
Role |
Plan administrator |
Date |
2019-04-26 |
Name of individual signing |
EDWARD ROJAS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
|
2017
|
810962133
|
2018-06-01
|
SHETTERLY TEAM LLC
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2017-01-01
|
Business code |
812990
|
Sponsor’s telephone number |
8597430212
|
Plan sponsor’s
address |
2216 DIXIE HIGHWAY SUITE 100, FORT MITCHELL, KY, 41017
|
Signature of
Role |
Plan administrator |
Date |
2018-06-01 |
Name of individual signing |
EDWARD ROJAS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|