CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2023
|
743059499
|
2024-03-01
|
CREATIVE WEALTH MANAGEMENT, LLC
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 205, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2024-03-01 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2024-03-01 |
Name of individual signing |
GLENDA KRESH |
|
|
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2022
|
743059499
|
2023-07-13
|
CREATIVE WEALTH MANAGEMENT, LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 205, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2023-07-13 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2023-07-13 |
Name of individual signing |
GLENDA KRESH |
|
|
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2021
|
743059499
|
2022-04-12
|
CREATIVE WEALTH MANAGEMENT, LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2022-04-12 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2022-04-12 |
Name of individual signing |
GLENDA KRESH |
|
|
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2020
|
743059499
|
2021-10-04
|
CREATIVE WEALTH MANAGEMENT, LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2021-10-04 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2021-10-04 |
Name of individual signing |
GLENDA KRESH |
|
|
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2019
|
743059499
|
2020-10-09
|
CREATIVE WEALTH MANAGEMENT, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2020-10-09 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2020-10-09 |
Name of individual signing |
GLENDA KRESH |
|
|
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2018
|
743059499
|
2019-07-09
|
CREATIVE WEALTH MANAGEMENT, LLC
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2019-07-09 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2019-07-09 |
Name of individual signing |
GLENDA KRESH |
|
|
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2017
|
743059499
|
2018-02-15
|
CREATIVE WEALTH MANAGEMENT, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2018-02-15 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2018-02-15 |
Name of individual signing |
GLENDA KRESH |
|
|
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2016
|
743059499
|
2017-07-19
|
CREATIVE WEALTH MANAGEMENT, LLC
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2017-07-19 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2017-07-19 |
Name of individual signing |
GLENDA KRESH |
|
|
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2015
|
743059499
|
2016-09-07
|
CREATIVE WEALTH MANAGEMENT, LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2016-09-07 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2016-09-07 |
Name of individual signing |
GLENDA KRESH |
|
|
CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
|
2014
|
743059499
|
2015-10-02
|
CREATIVE WEALTH MANAGEMENT, LLC
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6312329170
|
Plan sponsor’s
address |
1377 MOTOR PKWY - SUITE 212, ISLANDIA, NY, 11749
|
Signature of
Role |
Plan administrator |
Date |
2015-10-02 |
Name of individual signing |
GLENDA KRESH |
|
Role |
Employer/plan sponsor |
Date |
2015-10-02 |
Name of individual signing |
GLENDA KRESH |
|
|