|
HALF MOON ADVISORS, LLC 401(K) PROFIT SHARING PLAN
|
2023
|
134038740
|
2024-07-23
|
HALF MOON ADVISORS, LLC
|
2
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2009-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5054701179
|
| Plan sponsor’s mailing address |
PO BOX 3366, LANTANA, FL, 33465
|
| Plan sponsor’s
address |
350 SOUTH COUNTY ROAD, #207, PALM BEACH, FL, 33480
|
Number of participants as of the end of the plan year
| Active participants |
1 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
0 |
| 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 |
1 |
| 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 |
2024-07-23 |
| Name of individual signing |
JAMES GOODWIN |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
HALF MOON ADVISORS, LLC 401(K) PROFIT SHARING PLAN
|
2022
|
134038740
|
2023-07-05
|
HALF MOON ADVISORS, LLC
|
2
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2009-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5054701179
|
| Plan sponsor’s mailing address |
PO BOX 3366, LANTANA, FL, 33465
|
| Plan sponsor’s
address |
350 SOUTH COUNTY ROAD, #207, PALM BEACH, FL, 33480
|
Number of participants as of the end of the plan year
| Active participants |
2 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
0 |
| 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 |
2 |
| 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 |
2023-07-05 |
| Name of individual signing |
JAMES GOODWIN |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
