FORBES AGENCY, INC. 401(K) P/S PLAN
|
2023
|
134041800
|
2024-10-15
|
FORBES AGENCY, INC.
|
8
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD RD, KATONAH, NY, 10536
|
Signature of
Role |
Plan administrator |
Date |
2024-10-15 |
Name of individual signing |
GARY FORBES |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
FORBES AGENCY, INC. 401(K) P/S PLAN
|
2022
|
134041800
|
2023-07-10
|
FORBES AGENCY, INC.
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536
|
Plan administrator’s name and address
Administrator’s EIN |
134041800 |
Plan administrator’s name |
FORBES AGENCY, INC. |
Plan administrator’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536 |
Administrator’s telephone number |
9142327750 |
Signature of
Role |
Plan administrator |
Date |
2023-07-10 |
Name of individual signing |
GARY FORBES |
|
|
FORBES AGENCY, INC. 401(K) P/S PLAN
|
2021
|
134041800
|
2022-07-07
|
FORBES AGENCY, INC.
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536
|
Plan administrator’s name and address
Administrator’s EIN |
134041800 |
Plan administrator’s name |
FORBES AGENCY, INC. |
Plan administrator’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536 |
Administrator’s telephone number |
9142327750 |
Signature of
Role |
Plan administrator |
Date |
2022-07-07 |
Name of individual signing |
GARY FORBES |
|
|
FORBES AGENCY, INC. 401(K) P/S PLAN
|
2020
|
134041800
|
2021-09-09
|
FORBES AGENCY, INC.
|
8
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536
|
Plan administrator’s name and address
Administrator’s EIN |
134041800 |
Plan administrator’s name |
FORBES AGENCY, INC. |
Plan administrator’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536 |
Administrator’s telephone number |
9142327750 |
Signature of
Role |
Plan administrator |
Date |
2021-09-09 |
Name of individual signing |
GARY FORBES |
|
|
FORBES AGENCY, INC. 401(K) P/S PLAN
|
2019
|
134041800
|
2020-10-12
|
FORBES AGENCY, INC.
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536
|
Plan administrator’s name and address
Administrator’s EIN |
134041800 |
Plan administrator’s name |
FORBES AGENCY, INC. |
Plan administrator’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536 |
Administrator’s telephone number |
9142327750 |
Signature of
Role |
Plan administrator |
Date |
2020-10-12 |
Name of individual signing |
GARY FORBES |
|
|
FORBES AGENCY, INC. 401(K) P/S PLAN
|
2018
|
134041800
|
2019-06-17
|
FORBES AGENCY, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536
|
Plan administrator’s name and address
Administrator’s EIN |
134041800 |
Plan administrator’s name |
FORBES AGENCY, INC. |
Plan administrator’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536 |
Administrator’s telephone number |
9142327750 |
Signature of
Role |
Plan administrator |
Date |
2019-06-17 |
Name of individual signing |
GARY FORBES |
|
|
FORBES AGENCY, INC. 401(K) P/S PLAN
|
2017
|
134041800
|
2018-06-27
|
FORBES AGENCY, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536
|
Plan administrator’s name and address
Administrator’s EIN |
134041800 |
Plan administrator’s name |
FORBES AGENCY, INC. |
Plan administrator’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536 |
Administrator’s telephone number |
9142327750 |
Signature of
Role |
Plan administrator |
Date |
2018-06-27 |
Name of individual signing |
GARY FORBES |
|
|
FORBES AGENCY, INC. 401(K) P/S PLAN
|
2016
|
134041800
|
2017-06-20
|
FORBES AGENCY, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536
|
Plan administrator’s name and address
Administrator’s EIN |
134041800 |
Plan administrator’s name |
FORBES AGENCY, INC. |
Plan administrator’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536 |
Administrator’s telephone number |
9142327750 |
Signature of
Role |
Plan administrator |
Date |
2017-06-20 |
Name of individual signing |
GARY FORBES |
|
|
FORBES AGENCY, INC. 401(K) P/S PLAN
|
2015
|
134041800
|
2016-09-15
|
FORBES AGENCY, INC.
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536
|
Plan administrator’s name and address
Administrator’s EIN |
134041800 |
Plan administrator’s name |
FORBES AGENCY, INC. |
Plan administrator’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536 |
Administrator’s telephone number |
9142327750 |
Signature of
Role |
Plan administrator |
Date |
2016-09-15 |
Name of individual signing |
GARY FORBES |
|
|
FORBES AGENCY, INC. 401(K) P/S PLAN
|
2014
|
134041800
|
2015-09-02
|
FORBES AGENCY, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
9142327750
|
Plan sponsor’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536
|
Plan administrator’s name and address
Administrator’s EIN |
134041800 |
Plan administrator’s name |
FORBES AGENCY, INC. |
Plan administrator’s
address |
135 BEDFORD ROAD, KATONAH, NY, 10536 |
Administrator’s telephone number |
9142327750 |
Signature of
Role |
Plan administrator |
Date |
2015-09-02 |
Name of individual signing |
GARY FORBES |
|
|