JSM & ASSOCIATES 401(K) PLAN
|
2023
|
261660700
|
2024-09-24
|
JSM & ASSOCIATES, LLC
|
277
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2016-07-01
|
Business code |
332900
|
Sponsor’s telephone number |
3523832600
|
Plan sponsor’s
address |
1321 APOPKA AIRPORT ROAD, HANGAR #101, APOPKA, FL, 32712
|
Signature of
Role |
Plan administrator |
Date |
2024-09-24 |
Name of individual signing |
LAURA L. EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JSM & ASSOCIATES, LLC BENEFIT PLAN
|
2021
|
261660700
|
2022-10-15
|
JSM & ASSOCIATES, LLC
|
129
|
|
File |
View Page
|
Three-digit plan number (PN) |
501
|
Effective date of plan |
2018-01-01
|
Business code |
332900
|
Sponsor’s telephone number |
3523832600
|
Plan sponsor’s mailing address |
470 COUNTRY ROAD 448, 2ND FLOOR, TAVARES, FL, 32778
|
Plan sponsor’s
address |
P.O. BOX 192, MOUNT DORA, FL, 32756
|
Number of participants as of the end of the plan year
Active participants |
144 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Signature of
Role |
Plan administrator |
Date |
2022-10-15 |
Name of individual signing |
LAURA EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JSM & ASSOCIATES, LLC BENEFIT PLAN
|
2020
|
261660700
|
2021-07-30
|
JSM & ASSOCIATES, LLC
|
119
|
|
File |
View Page
|
Three-digit plan number (PN) |
501
|
Effective date of plan |
2018-01-01
|
Business code |
332900
|
Sponsor’s telephone number |
3523832600
|
Plan sponsor’s mailing address |
470 COUNTRY ROAD 448, 2ND FLOOR, TAVARES, FL, 32778
|
Plan sponsor’s
address |
P.O. BOX 192, MOUNT DORA, FL, 32756
|
Number of participants as of the end of the plan year
Active participants |
119 |
Retired or separated participants receiving
benefits |
10 |
Other
retired or separated participants entitled to future benefits |
0 |
Signature of
Role |
Plan administrator |
Date |
2021-07-30 |
Name of individual signing |
LAURA EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JSM & ASSOCIATES, LLC BENEFIT PLAN
|
2019
|
261660700
|
2020-07-28
|
JSM & ASSOCIATES, LLC
|
159
|
|
File |
View Page
|
Three-digit plan number (PN) |
501
|
Effective date of plan |
2018-01-01
|
Business code |
332900
|
Sponsor’s telephone number |
3523832600
|
Plan sponsor’s mailing address |
470 COUNTRY ROAD 448, 2ND FLOOR, TAVARES, FL, 32778
|
Plan sponsor’s
address |
P.O. BOX 192, MOUNT DORA, FL, 32756
|
Number of participants as of the end of the plan year
Active participants |
127 |
Retired or separated participants receiving
benefits |
2 |
Other
retired or separated participants entitled to future benefits |
0 |
Signature of
Role |
Plan administrator |
Date |
2020-07-28 |
Name of individual signing |
LAURA EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JSM & ASSOCIATES, LLC BENEFIT PLAN
|
2018
|
261660700
|
2019-07-29
|
JSM & ASSOCIATES, LLC
|
164
|
|
File |
View Page
|
Three-digit plan number (PN) |
501
|
Effective date of plan |
2018-01-01
|
Business code |
332900
|
Sponsor’s telephone number |
3523832600
|
Plan sponsor’s mailing address |
470 COUNTRY ROAD 448, 2ND FLOOR, TAVARES, FL, 32778
|
Plan sponsor’s
address |
P.O. BOX 192, MOUNT DORA, FL, 32756
|
Number of participants as of the end of the plan year
Active participants |
183 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Signature of
Role |
Plan administrator |
Date |
2019-07-29 |
Name of individual signing |
LAURA EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JSM & ASSOCIATES 401(K) PLAN
|
2018
|
261660700
|
2019-07-11
|
JSM & ASSOCIATES, LLC
|
107
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2016-07-01
|
Business code |
332900
|
Sponsor’s telephone number |
3523832600
|
Plan sponsor’s
address |
P O BOX 192, MOUNT DORA, FL, 32756
|
Signature of
Role |
Plan administrator |
Date |
2019-07-11 |
Name of individual signing |
LAURA L EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-07-11 |
Name of individual signing |
LAURA L EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JSM & ASSOCIATES 401(K) PLAN
|
2017
|
261660700
|
2018-07-13
|
JSM & ASSOCIATES, LLC
|
93
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2016-07-01
|
Business code |
332900
|
Sponsor’s telephone number |
3523832600
|
Plan sponsor’s
address |
730 EAST 5TH AVENUE, MOUNT DORA, FL, 32757
|
Signature of
Role |
Plan administrator |
Date |
2018-07-13 |
Name of individual signing |
LAURA L EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-07-13 |
Name of individual signing |
LAURA L EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JSM & ASSOCIATES 401(K) PLAN
|
2016
|
261660700
|
2017-10-06
|
JSM & ASSOCIATES, LLC
|
80
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2016-07-01
|
Business code |
541600
|
Sponsor’s telephone number |
3523832600
|
Plan sponsor’s
address |
730 EAST 5TH AVENUE, MOUNT DORA, FL, 32757
|
Signature of
Role |
Plan administrator |
Date |
2017-10-06 |
Name of individual signing |
LAURA L. EVERETT |
Valid signature |
Filed with authorized/valid electronic signature |
|
|