IVEY PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2015
|
510481117
|
2016-07-07
|
IVEY PLANNING GROUP, LLC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
237990
|
Sponsor’s telephone number |
4073126022
|
Plan sponsor’s
address |
691 KEENELAND PIKE, LAKE MARY, FL, 32746
|
Signature of
Role |
Plan administrator |
Date |
2016-07-07 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
IVEY PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2014
|
510481117
|
2015-07-01
|
IVEY PLANNING GROUP, LLC
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
237990
|
Sponsor’s telephone number |
4073126022
|
Plan sponsor’s
address |
691 KEENELAND PIKE, LAKE MARY, FL, 32746
|
Signature of
Role |
Plan administrator |
Date |
2015-07-01 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
IVEY PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2013
|
510481117
|
2014-05-20
|
IVEY PLANNING GROUP, LLC
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
237990
|
Sponsor’s telephone number |
4073126022
|
Plan sponsor’s
address |
691 KEENELAND PIKE, LAKE MARY, FL, 32746
|
Signature of
Role |
Plan administrator |
Date |
2014-05-20 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2014-05-20 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
IVEY PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2012
|
510481117
|
2013-07-31
|
IVEY PLANNING GROUP, LLC
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
237990
|
Sponsor’s telephone number |
4073126022
|
Plan sponsor’s
address |
691 KEENELAND PIKE, LAKE MARY, FL, 32746
|
Signature of
Role |
Plan administrator |
Date |
2013-07-31 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-07-31 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
IVEY PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2011
|
510481117
|
2012-07-26
|
IVEY PLANNING GROUP, LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
237990
|
Sponsor’s telephone number |
4076608881
|
Plan sponsor’s
address |
1349 S. INTERNATIONAL DR., STE 2441, LAKE MARY, FL, 32746
|
Plan administrator’s name and address
Administrator’s EIN |
510481117 |
Plan administrator’s name |
IVEY PLANNING GROUP, LLC |
Plan administrator’s
address |
1349 S. INTERNATIONAL DR., STE 2441, LAKE MARY, FL, 32746 |
Administrator’s telephone number |
4076608881 |
Signature of
Role |
Plan administrator |
Date |
2012-07-26 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2012-07-26 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
IVEY PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2010
|
510481117
|
2011-07-06
|
IVEY PLANNING GROUP, LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
237990
|
Sponsor’s telephone number |
4076608881
|
Plan sponsor’s
address |
1349 S. INTERNATIONAL DR., STE 2441, LAKE MARY, FL, 32746
|
Plan administrator’s name and address
Administrator’s EIN |
510481117 |
Plan administrator’s name |
IVEY PLANNING GROUP, LLC |
Plan administrator’s
address |
1349 S. INTERNATIONAL DR., STE 2441, LAKE MARY, FL, 32746 |
Administrator’s telephone number |
4076608881 |
Signature of
Role |
Plan administrator |
Date |
2011-07-06 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2011-07-06 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
IVEY PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2009
|
510481117
|
2010-07-09
|
IVEY PLANNING GROUP, LLC
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
237990
|
Sponsor’s telephone number |
4076608881
|
Plan sponsor’s
address |
1349 S. INTERNATIONAL DR., STE 2441, LAKE MARY, FL, 32746
|
Plan administrator’s name and address
Administrator’s EIN |
510481117 |
Plan administrator’s name |
IVEY PLANNING GROUP, LLC |
Plan administrator’s
address |
1349 S. INTERNATIONAL DR., STE 2441, LAKE MARY, FL, 32746 |
Administrator’s telephone number |
4076608881 |
Signature of
Role |
Plan administrator |
Date |
2010-07-09 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2010-07-09 |
Name of individual signing |
JOEL A. IVEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|