BANYAN PARTNERS, LLC 401(K) PROFIT SHARING PLAN
|
2012
|
510592303
|
2013-06-28
|
BANYAN PARTNERS, LLC
|
47
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-05-01
|
Business code |
523900
|
Sponsor’s telephone number |
5616304600
|
Plan sponsor’s mailing address |
11376 N JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418
|
Plan sponsor’s
address |
11376 N JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418
|
Plan administrator’s name and address
Administrator’s EIN |
510592303 |
Plan administrator’s name |
BANYAN PARTNERS, LLC |
Plan administrator’s
address |
11376 N JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418 |
Administrator’s telephone number |
5616304600 |
Number of participants as of the end of the plan year
Active participants |
39 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
10 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
40 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2013-06-28 |
Name of individual signing |
MICHELLE BONNEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BANYAN PARTNERS, LLC 401(K) PROFIT SHARING PLAN
|
2011
|
510592303
|
2012-06-18
|
BANYAN PARTNERS, LLC
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-05-01
|
Business code |
523900
|
Sponsor’s telephone number |
5616304600
|
Plan sponsor’s mailing address |
11376 N JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418
|
Plan sponsor’s
address |
11376 N JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418
|
Plan administrator’s name and address
Administrator’s EIN |
510592303 |
Plan administrator’s name |
BANYAN PARTNERS, LLC |
Plan administrator’s
address |
11376 N JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418 |
Administrator’s telephone number |
5616304600 |
Number of participants as of the end of the plan year
Active participants |
39 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
8 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
39 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2012-06-18 |
Name of individual signing |
MICHELLE BONNEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BANYAN PARTNERS, LLC 401(K) PROFIT SHARING PLAN
|
2010
|
510592303
|
2011-06-24
|
BANYAN PARTNERS, LLC
|
16
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-05-01
|
Business code |
523900
|
Sponsor’s telephone number |
5616304600
|
Plan sponsor’s mailing address |
11376 N JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418
|
Plan sponsor’s
address |
11376 N JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418
|
Plan administrator’s name and address
Administrator’s EIN |
510592303 |
Plan administrator’s name |
BANYAN PARTNERS, LLC |
Plan administrator’s
address |
11376 N JOG ROAD, SUITE 101, PALM BEACH GARDENS, FL, 33418 |
Administrator’s telephone number |
5616304600 |
Number of participants as of the end of the plan year
Active participants |
16 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
7 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
20 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2011-06-24 |
Name of individual signing |
MICHELLE BONNEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BANYAN PARTNERS, LLC 401(K) PROFIT SHARING PLAN
|
2009
|
510592303
|
2010-07-21
|
BANYAN PARTNERS, LLC
|
20
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-05-01
|
Business code |
523900
|
Sponsor’s telephone number |
5616304600
|
Plan sponsor’s mailing address |
4540 PGA BLVD., SUITE 216, PALM BEACH GARDENS, FL, 33418
|
Plan sponsor’s
address |
4540 PGA BLVD., SUITE 216, PALM BEACH GARDENS, FL, 33418
|
Plan administrator’s name and address
Administrator’s EIN |
510592303 |
Plan administrator’s name |
BANYAN PARTNERS, LLC |
Plan administrator’s
address |
4540 PGA BLVD., SUITE 216, PALM BEACH GARDENS, FL, 33418 |
Administrator’s telephone number |
5616304600 |
Number of participants as of the end of the plan year
Active participants |
12 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
6 |
Number of
participants
with
account balances as of the end of the plan year |
17 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Employer/plan sponsor |
Date |
2010-07-21 |
Name of individual signing |
MICHELLE BONNEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BANYAN PARTNERS, LLC 401(K) PROFIT SHARING PLAN
|
2009
|
510592303
|
2010-07-22
|
BANYAN PARTNERS, LLC
|
20
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-05-01
|
Business code |
523900
|
Sponsor’s telephone number |
5616304600
|
Plan sponsor’s mailing address |
4540 PGA BLVD., SUITE 216, PALM BEACH GARDENS, FL, 33418
|
Plan sponsor’s
address |
4540 PGA BLVD., SUITE 216, PALM BEACH GARDENS, FL, 33418
|
Plan administrator’s name and address
Administrator’s EIN |
510592303 |
Plan administrator’s name |
BANYAN PARTNERS, LLC |
Plan administrator’s
address |
4540 PGA BLVD., SUITE 216, PALM BEACH GARDENS, FL, 33418 |
Administrator’s telephone number |
5616304600 |
Number of participants as of the end of the plan year
Active participants |
12 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
6 |
Number of
participants
with
account balances as of the end of the plan year |
17 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2010-07-22 |
Name of individual signing |
MICHELLE BONNEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2010-07-22 |
Name of individual signing |
MICHELLE BONNEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|