TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2023
|
263083303
|
2024-10-14
|
TAX & FINANCIAL STRATEGISTS, LLC
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
|
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2022
|
263083303
|
2023-10-04
|
TAX & FINANCIAL STRATEGISTS, LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
|
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2021
|
263083303
|
2022-06-09
|
TAX & FINANCIAL STRATEGISTS, LLC
|
8
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
|
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2020
|
263083303
|
2021-04-30
|
TAX & FINANCIAL STRATEGISTS, LLC
|
8
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
Signature of
Role |
Plan administrator |
Date |
2021-04-30 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-04-30 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2019
|
263083303
|
2020-07-01
|
TAX & FINANCIAL STRATEGISTS, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
Signature of
Role |
Plan administrator |
Date |
2020-07-01 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-07-01 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2018
|
263083303
|
2019-10-10
|
TAX & FINANCIAL STRATEGISTS, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
Signature of
Role |
Plan administrator |
Date |
2019-10-10 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-10-10 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2017
|
263083303
|
2018-09-05
|
TAX & FINANCIAL STRATEGISTS, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
Signature of
Role |
Plan administrator |
Date |
2018-09-05 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-09-05 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2016
|
263083303
|
2017-07-21
|
TAX & FINANCIAL STRATEGISTS, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
Signature of
Role |
Plan administrator |
Date |
2017-07-21 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-07-21 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2015
|
263083303
|
2016-05-17
|
TAX & FINANCIAL STRATEGISTS, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
Signature of
Role |
Plan administrator |
Date |
2016-05-17 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-05-17 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
TAX & FINANCIAL STRATEGISTS, LLC 401K PROFIT SHARING PLAN
|
2014
|
263083303
|
2015-09-24
|
TAX & FINANCIAL STRATEGISTS, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
2394058395
|
Plan sponsor’s
address |
28089 VANDERBILT DRIVE, SUITE 201, BONITA SPRINGS, FL, 34134
|
Signature of
Role |
Plan administrator |
Date |
2015-09-24 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2015-09-24 |
Name of individual signing |
LISA ZAHORIAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|