OAKMONTE INSURANCE 401(K) PLAN
|
2023
|
834640662
|
2024-05-09
|
OAKMONTE INSURANCE, LLC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
2702161232
|
Plan sponsor’s
address |
2606 ZION RD., STE 0, HENDERSON, KY, 42420
|
Plan administrator’s name and address
Administrator’s EIN |
474474775 |
Plan administrator’s name |
GUIDELINE, INC. |
Plan administrator’s
address |
1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
Administrator’s telephone number |
8882283491 |
Signature of
Role |
Plan administrator |
Date |
2024-05-09 |
Name of individual signing |
QIAN LIU |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
OAKMONTE INSURANCE 401(K) PLAN
|
2022
|
834640662
|
2023-05-27
|
OAKMONTE INSURANCE, LLC.
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
2702161232
|
Plan sponsor’s
address |
2606 ZION RD., STE 0, HENDERSON, KY, 42420
|
Plan administrator’s name and address
Administrator’s EIN |
474474775 |
Plan administrator’s name |
GUIDELINE, INC. |
Plan administrator’s
address |
1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
Administrator’s telephone number |
8882283491 |
Signature of
Role |
Plan administrator |
Date |
2023-05-27 |
Name of individual signing |
CHRISTINE RIMER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
OAKMONTE INSURANCE 401(K) PLAN
|
2021
|
834640662
|
2022-06-01
|
OAKMONTE INSURANCE, LLC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
2702161232
|
Plan sponsor’s
address |
2606 ZION RD., STE 0, HENDERSON, KY, 42420
|
Plan administrator’s name and address
Administrator’s EIN |
474474775 |
Plan administrator’s name |
GUIDELINE, INC. |
Plan administrator’s
address |
1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
Administrator’s telephone number |
8882283491 |
Signature of
Role |
Plan administrator |
Date |
2022-06-01 |
Name of individual signing |
CHRISTINE RIMER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
OAKMONTE INSURANCE 401(K) PLAN
|
2020
|
834640662
|
2021-05-21
|
OAKMONTE INSURANCE, LLC.
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
2702161232
|
Plan sponsor’s
address |
2606 ZION RD., STE 0, HENDERSON, KY, 42420
|
Plan administrator’s name and address
Administrator’s EIN |
474474775 |
Plan administrator’s name |
GUIDELINE, INC. |
Plan administrator’s
address |
3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
Administrator’s telephone number |
8882283491 |
Signature of
Role |
Plan administrator |
Date |
2021-05-21 |
Name of individual signing |
CAROL HO |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
OAKMONTE INSURANCE 401(K) PLAN
|
2019
|
834640662
|
2020-06-01
|
OAKMONTE INSURANCE, LLC.
|
0
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
2702161232
|
Plan sponsor’s
address |
2606 ZION RD., STE 0, HENDERSON, KY, 42420
|
Plan administrator’s name and address
Administrator’s EIN |
474474775 |
Plan administrator’s name |
GUIDELINE, INC. |
Plan administrator’s
address |
3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
Administrator’s telephone number |
8882283491 |
Signature of
Role |
Plan administrator |
Date |
2020-06-01 |
Name of individual signing |
CAROL HO |
Valid signature |
Filed with authorized/valid electronic signature |
|
|