HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN
|
2023
|
133670118
|
2024-07-15
|
TOTAL MANAGEMENT GROUP, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A HELLER WEALTH MANAGEMENT
|
Plan sponsor’s
address |
215 COACH DR, WOODBURY, NY, 117972837
|
Signature of
Role |
Plan administrator |
Date |
2024-06-12 |
Name of individual signing |
LARRY HELLER |
|
Role |
Employer/plan sponsor |
Date |
2024-06-12 |
Name of individual signing |
LARRY HELLER |
|
|
HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN
|
2022
|
133670118
|
2023-04-05
|
TOTAL MANAGEMENT GROUP, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A HELLER WEALTH MANAGEMENT
|
Plan sponsor’s
address |
215 COACH DR, WOODBURY, NY, 117972837
|
Signature of
Role |
Plan administrator |
Date |
2023-04-05 |
Name of individual signing |
LARRY HELLER |
|
Role |
Employer/plan sponsor |
Date |
2023-04-05 |
Name of individual signing |
LARRY HELLER |
|
|
HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN
|
2021
|
133670118
|
2022-03-29
|
TOTAL MANAGEMENT GROUP, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A HELLER WEALTH MANAGEMENT
|
Plan sponsor’s
address |
445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601
|
Signature of
Role |
Plan administrator |
Date |
2022-03-25 |
Name of individual signing |
LARRY HELLER |
|
Role |
Employer/plan sponsor |
Date |
2022-03-25 |
Name of individual signing |
LARRY HELLER |
|
|
HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN
|
2020
|
133670118
|
2021-02-24
|
TOTAL MANAGEMENT GROUP, INC.
|
8
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A HELLER WEALTH MANAGEMENT
|
Plan sponsor’s
address |
445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601
|
Signature of
Role |
Plan administrator |
Date |
2021-02-24 |
Name of individual signing |
LARRY HELLER |
|
Role |
Employer/plan sponsor |
Date |
2021-02-24 |
Name of individual signing |
LARRY HELLER |
|
|
HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN
|
2019
|
133670118
|
2020-02-21
|
TOTAL MANAGEMENT GROUP, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A HELLER WEALTH MANAGEMENT
|
Plan sponsor’s
address |
445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601
|
Signature of
Role |
Plan administrator |
Date |
2020-02-21 |
Name of individual signing |
LARRY HELLER |
|
Role |
Employer/plan sponsor |
Date |
2020-02-21 |
Name of individual signing |
LARRY HELLER |
|
|
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN
|
2018
|
133670118
|
2019-02-15
|
TOTAL MANAGEMENT GROUP, INC.
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A HELLER WEALTH MANAGEMENT
|
Plan sponsor’s
address |
445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601
|
Signature of
Role |
Plan administrator |
Date |
2019-02-15 |
Name of individual signing |
LARRY HELLER |
|
Role |
Employer/plan sponsor |
Date |
2019-02-15 |
Name of individual signing |
LARRY HELLER |
|
|
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN
|
2017
|
133670118
|
2018-06-06
|
TOTAL MANAGEMENT GROUP, INC.
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A HELLER WEALTH MANAGEMENT
|
Plan sponsor’s
address |
445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601
|
Signature of
Role |
Plan administrator |
Date |
2018-06-06 |
Name of individual signing |
LARRY HELLER |
|
Role |
Employer/plan sponsor |
Date |
2018-06-06 |
Name of individual signing |
LARRY HELLER |
|
|
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN
|
2016
|
133670118
|
2017-05-25
|
TOTAL MANAGEMENT GROUP, INC.
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A LARRY HELLER & ASSOCIATES
|
Plan sponsor’s
address |
445 BROADHOLLOW RD, MELVILLE, NY, 117473669
|
Signature of
Role |
Plan administrator |
Date |
2017-05-25 |
Name of individual signing |
LARRY HELLER |
|
|
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN
|
2015
|
133670118
|
2016-05-31
|
TOTAL MANAGEMENT GROUP, INC.
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A LARRY HELLER & ASSOCIATES
|
Plan sponsor’s
address |
445 BROADHOLLOW RD, MELVILLE, NY, 117473669
|
Signature of
Role |
Plan administrator |
Date |
2016-05-31 |
Name of individual signing |
LARRY HELLER |
|
|
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN
|
2014
|
133670118
|
2015-05-29
|
TOTAL MANAGEMENT GROUP, INC.
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2011-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
6312932806
|
Plan
sponsor’s DBA name |
D/B/A LARRY HELLER & ASSOCIATES
|
Plan sponsor’s
address |
445 BROADHOLLOW ROAD, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2015-05-29 |
Name of individual signing |
LARRY HELLER |
|
|