COFFEY INSURANCE AGENCY, INC. 401K PLAN
|
2023
|
412113393
|
2024-09-18
|
COFFEY INSURANCE AGENCY, INC.
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2015-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2024-09-18 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-09-18 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COFFEY INSURANCE AGENCY, INC 401(K) PLAN
|
2022
|
412113393
|
2023-06-07
|
COFFEY INSURANCE AGENCY, INC.
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2015-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2023-06-07 |
Name of individual signing |
FREDERIC A COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-06-07 |
Name of individual signing |
FREDERIC A COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COFFEY INSURANCE AGENCY, INC 401(K) PLAN
|
2021
|
412113393
|
2022-07-08
|
COFFEY INSURANCE AGENCY, INC.
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2015-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2022-07-08 |
Name of individual signing |
FREDERIC COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-07-08 |
Name of individual signing |
FREDERIC COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COFFEY INSURANCE AGENCY, INC 401(K) PLAN
|
2020
|
412113393
|
2021-08-02
|
COFFEY INSURANCE AGENCY, INC.
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2015-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2021-08-02 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-08-02 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COFFEY INSURANCE AGENCY, INC 401(K) PLAN
|
2019
|
412113393
|
2020-05-28
|
COFFEY INSURANCE AGENCY, INC.
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2015-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2020-05-28 |
Name of individual signing |
FREDERIC A COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-05-28 |
Name of individual signing |
FREDERIC A COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COFFEY INSURANCE AGENCY, INC 401(K) PLAN
|
2018
|
412113393
|
2019-07-05
|
COFFEY INSURANCE AGENCY, INC.
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2015-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2019-07-05 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-07-05 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COFFEY INSURANCE AGENCY, INC 401(K) PLAN
|
2017
|
412113393
|
2018-06-06
|
COFFEY INSURANCE AGENCY, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2015-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2018-06-06 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-06-06 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COFFEY INSURANCE AGENCY, INC 401(K) PLAN
|
2016
|
412113393
|
2017-09-25
|
COFFEY INSURANCE AGENCY, INC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2015-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2017-09-25 |
Name of individual signing |
FREDERIC A COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-09-25 |
Name of individual signing |
FREDERIC A COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COFFEY INSURANCE AGENCY, INC 401(K) PLAN
|
2015
|
412113393
|
2016-05-23
|
COFFEY INSURANCE AGENCY, INC
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2015-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2016-05-23 |
Name of individual signing |
FREDERIC A COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-05-23 |
Name of individual signing |
FREDERIC A COFFEY III |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
COFFEY INSURANCE AGENCY, INC. PROFIT SHARING PLAN
|
2014
|
412113393
|
2015-05-19
|
COFFEY INSURANCE AGENCY, INC.
|
8
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1995-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9419242808
|
Plan sponsor’s
address |
8075 BENEVA ROAD, SUITE 2, SARASOTA, FL, 34238
|
Signature of
Role |
Plan administrator |
Date |
2015-05-19 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2015-05-19 |
Name of individual signing |
FREDERIC COFFEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|