|
GREENBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
|
2023
|
852016162
|
2024-04-09
|
GREENBRIDGE WEALTH MANAGEMENT
|
8
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7274894890
|
| Plan sponsor’s
address |
15500 ROOSEVELT BLVD, SUITE 102, CLEARWATER, FL, 33760
|
Plan administrator’s name and address
| Administrator’s EIN |
471637791 |
| Plan administrator’s name |
ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s
address |
1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number |
6312490500 |
Signature of
| Role |
Plan administrator |
| Date |
2024-04-09 |
| Name of individual signing |
JEFFREY MCDONALD |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
GREENBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
|
2022
|
852016162
|
2023-05-10
|
GREENBRIDGE WEALTH MANAGEMENT
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7274894890
|
| Plan sponsor’s
address |
15500 ROOSEVELT BLVD STE 102, CLEARWATER, FL, 33760
|
Plan administrator’s name and address
| Administrator’s EIN |
471637791 |
| Plan administrator’s name |
ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s
address |
1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number |
6312490500 |
Signature of
| Role |
Plan administrator |
| Date |
2023-05-10 |
| Name of individual signing |
ERISA FIDUCIARY SERVICES, INC |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
GREENBRIDGE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN & TRUST
|
2021
|
852016162
|
2022-07-08
|
GREENBRIDGE WEALTH MANAGEMENT
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7274894890
|
| Plan sponsor’s
address |
15500 ROOSEVELT BLVD STE 102, CLEARWATER, FL, 33760
|
Plan administrator’s name and address
| Administrator’s EIN |
471637791 |
| Plan administrator’s name |
ERISA FIDUCIARY SERVICES INC |
| Plan administrator’s
address |
1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number |
6312490500 |
Signature of
| Role |
Plan administrator |
| Date |
2022-07-08 |
| Name of individual signing |
ERISA FIDUCIARY SERVICES |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
GREENBRIDGE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
|
2020
|
852016162
|
2021-05-13
|
GREENBRIDGE WEALTH MANAGEMENT
|
0
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7274894890
|
| Plan sponsor’s
address |
15500 ROOSEVELT BLVD STE 102, CLEARWATER, FL, 33760
|
Signature of
| Role |
Plan administrator |
| Date |
2021-05-13 |
| Name of individual signing |
ERISA FIDUCIARY SERVICES, INC |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
