PMA RETIREMENT PLAN PROFIT SHARING PLAN
|
2012
|
133359247
|
2013-08-21
|
PORTFOLIO MANAGEMENT ASSOCIATES, INC.
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1985-05-01
|
Business code |
541600
|
Sponsor’s telephone number |
4157557030
|
Plan sponsor’s mailing address |
22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
|
Plan sponsor’s
address |
22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
|
Plan administrator’s name and address
Administrator’s EIN |
861156414 |
Plan administrator’s name |
JOSEPH DEBELLIS |
Plan administrator’s
address |
546 SAUSALITO BLVD, SAUSALITO, CA, 94965 |
Administrator’s telephone number |
4157557030 |
Number of participants as of the end of the plan year
Active participants |
0 |
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 |
0 |
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 |
2013-08-21 |
Name of individual signing |
JOSEPH DEBELLIS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-08-21 |
Name of individual signing |
JOSEPH DEBELLIS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
PMA RETIREMENT PLAN PROFIT SHARING PLAN
|
2011
|
133359247
|
2012-09-04
|
PORTFOLIO MANAGEMENT ASSOCIATES, INC.
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1985-05-01
|
Business code |
541600
|
Sponsor’s telephone number |
4157557030
|
Plan sponsor’s mailing address |
22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
|
Plan sponsor’s
address |
22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
|
Plan administrator’s name and address
Administrator’s EIN |
861156414 |
Plan administrator’s name |
JOSEPH DEBELLIS |
Plan administrator’s
address |
26 CEDAR AVE, LARKSPUR, CA, 94939 |
Administrator’s telephone number |
4157557030 |
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 |
6 |
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 |
7 |
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 |
2012-09-04 |
Name of individual signing |
JOSEPH DEBELLIS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
PMA RETIREMENT PLAN PROFIT SHARING PLAN
|
2010
|
133359247
|
2011-10-12
|
PORTFOLIO MANAGEMENT ASSOCIATES, INC
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1985-05-01
|
Business code |
541600
|
Sponsor’s telephone number |
4157557030
|
Plan sponsor’s mailing address |
22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
|
Plan sponsor’s
address |
22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
|
Plan administrator’s name and address
Administrator’s EIN |
861156414 |
Plan administrator’s name |
JOSEPH DEBELLIS |
Plan administrator’s
address |
26 CEDAR AVE, LARKSPUR, CA, 94939 |
Administrator’s telephone number |
4157557030 |
Number of participants as of the end of the plan year
Active participants |
7 |
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 |
7 |
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 |
2011-10-12 |
Name of individual signing |
JOSEPH DEBELLIS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
PMA RETIREMENT PLAN PROFIT SHARING PLAN
|
2009
|
133359247
|
2010-11-23
|
PORTFOLIO MANAGEMENT ASSOCIATES, INC
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1986-05-01
|
Business code |
541600
|
Sponsor’s telephone number |
4157557030
|
Plan sponsor’s mailing address |
22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
|
Plan sponsor’s
address |
22 MAGNOLIA ROAD, BRIARCLIFF MANOR, NY, 10510
|
Plan administrator’s name and address
Administrator’s EIN |
861156414 |
Plan administrator’s name |
JOSEPH DEBELLIS |
Plan administrator’s
address |
26 CEDAR AVE, LARKSPUR, CA, 94939 |
Administrator’s telephone number |
4157557030 |
Number of participants as of the end of the plan year
Active participants |
7 |
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 |
7 |
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 |
2010-11-23 |
Name of individual signing |
JOSEPH DEBELLIS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2010-11-23 |
Name of individual signing |
JOSEPH DEBELLIS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|