COHEN & GRIEB, P. A. 401(K) PLAN
|
2023
|
593670150
|
2024-07-14
|
COHEN & GRIEB, P. A.
|
24
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8132827243
|
Plan sponsor’s
address |
4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609
|
Plan administrator’s name and address
Administrator’s EIN |
823719843 |
Plan administrator’s name |
FUTUREPLAN FIDUCIARY SERVICES LLC |
Plan administrator’s
address |
PO BOX 55757, BOSTON, MA, 02205 |
Administrator’s telephone number |
8557115283 |
Signature of
Role |
Plan administrator |
Date |
2024-07-14 |
Name of individual signing |
HOLLY WAMBACH |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COHEN & GRIEB, P. A. 401(K) PLAN
|
2022
|
593670150
|
2023-10-05
|
COHEN & GRIEB, P. A.
|
26
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8132827243
|
Plan sponsor’s
address |
4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609
|
Plan administrator’s name and address
Administrator’s EIN |
823719843 |
Plan administrator’s name |
FUTUREPLAN FIDUCIARY SERVICES LLC |
Plan administrator’s
address |
PO BOX 55757, BOSTON, MA, 02205 |
Administrator’s telephone number |
8557115283 |
Signature of
Role |
Plan administrator |
Date |
2023-10-05 |
Name of individual signing |
TIFFANY CHENARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COHEN & GRIEB, P. A. 401(K) PLAN
|
2021
|
593670150
|
2022-07-12
|
COHEN & GRIEB, P. A.
|
26
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541213
|
Sponsor’s telephone number |
8132827243
|
Plan sponsor’s
address |
4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609
|
Signature of
Role |
Plan administrator |
Date |
2022-07-12 |
Name of individual signing |
MARC GOLDSTEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COHEN & GRIEB, P. A. 401(K) PLAN
|
2020
|
593670150
|
2021-07-20
|
COHEN & GRIEB, P. A.
|
24
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8132827234
|
Plan sponsor’s
address |
4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609
|
Signature of
Role |
Plan administrator |
Date |
2021-07-20 |
Name of individual signing |
MARC GOLDSTEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COHEN & GRIEB, P. A. 401(K) PLAN
|
2019
|
593670150
|
2020-07-20
|
COHEN & GRIEB, P. A.
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8132827234
|
Plan sponsor’s
address |
4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609
|
Signature of
Role |
Plan administrator |
Date |
2020-07-20 |
Name of individual signing |
ROBERT V. GRIEB |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-07-20 |
Name of individual signing |
ROBERT GRIEB |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COHEN & GRIEB, P. A. 401(K) PLAN
|
2018
|
593670150
|
2019-07-13
|
COHEN & GRIEB, P. A.
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8132827234
|
Plan sponsor’s
address |
4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609
|
Signature of
Role |
Plan administrator |
Date |
2019-07-13 |
Name of individual signing |
ROBERT V. GRIEB |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-07-13 |
Name of individual signing |
ROBERT V. GRIEB |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COHEN & GRIEB, P. A. 401(K) PLAN
|
2017
|
593670150
|
2018-07-11
|
COHEN & GRIEB, P. A.
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8132827234
|
Plan sponsor’s
address |
4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609
|
Signature of
Role |
Plan administrator |
Date |
2018-07-11 |
Name of individual signing |
ROBERT V. GRIEB |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-07-11 |
Name of individual signing |
ROBERT V. GRIEB |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COHEN & GRIEB, P. A. 401(K) PLAN
|
2016
|
593670150
|
2017-07-14
|
COHEN & GRIEB, P. A.
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8137397200
|
Plan sponsor’s
address |
4890 WEST KENNEDY BOULEVARD, SUITE 370, TAMPA, FL, 33609
|
Signature of
Role |
Plan administrator |
Date |
2017-07-14 |
Name of individual signing |
ROBERT V. GRIEB |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COHEN & GRIEB, P. A. 401(K) PLAN
|
2015
|
593670150
|
2016-09-23
|
COHEN & GRIEB, P. A.
|
20
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8137397200
|
Plan sponsor’s
address |
500 N. WESTSHORE BLVD, SUITE 700, TAMPA, FL, 336091913
|
Signature of
Role |
Plan administrator |
Date |
2016-09-23 |
Name of individual signing |
ROBERT V. GRIEB |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COHEN & GRIEB, P. A. 401(K) PLAN
|
2014
|
593670150
|
2015-07-28
|
COHEN & GRIEB, P. A.
|
17
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8137397200
|
Plan sponsor’s
address |
500 N. WESTSHORE BLVD, SUITE 700, TAMPA, FL, 336091913
|
Signature of
Role |
Plan administrator |
Date |
2015-07-28 |
Name of individual signing |
ROBERT V. GRIEB |
Valid signature |
Filed with authorized/valid electronic signature |
|
|