|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2023
|
270952089
|
2024-02-22
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
12
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2024-02-22 |
| Name of individual signing |
JASON MACGREGOR |
|
|
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2022
|
270952089
|
2023-02-13
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
11
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2023-02-13 |
| Name of individual signing |
JASON MACGREGOR |
|
| Role |
Employer/plan sponsor |
| Date |
2023-02-13 |
| Name of individual signing |
JASON K MACGREGOR |
|
|
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2021
|
270952089
|
2022-03-14
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
11
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2022-03-14 |
| Name of individual signing |
JASON MACGREGOR |
|
|
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2020
|
270952089
|
2021-03-05
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2021-03-05 |
| Name of individual signing |
JASON MACGREGOR |
|
| Role |
Employer/plan sponsor |
| Date |
2021-03-05 |
| Name of individual signing |
JASON K MACGREGOR |
|
|
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2019
|
270952089
|
2020-02-25
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2020-02-25 |
| Name of individual signing |
JASON MACGREGOR |
|
| Role |
Employer/plan sponsor |
| Date |
2020-02-25 |
| Name of individual signing |
JASON MACGREGOR |
|
|
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2018
|
270952089
|
2019-03-01
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2019-03-01 |
| Name of individual signing |
JASON MACGREGOR |
|
|
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2017
|
270952089
|
2018-02-26
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2018-02-26 |
| Name of individual signing |
JASON MACGREGOR |
|
| Role |
Employer/plan sponsor |
| Date |
2018-02-26 |
| Name of individual signing |
JASON MACGREGOR |
|
|
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2016
|
270952089
|
2017-07-27
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
8
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2017-07-27 |
| Name of individual signing |
JASON MACGREGOR |
|
|
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2015
|
270952089
|
2016-02-15
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
24 HAMILTON STREET, SUITE 5B, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2016-02-15 |
| Name of individual signing |
JASON MACGREGOR |
|
| Role |
Employer/plan sponsor |
| Date |
2016-02-15 |
| Name of individual signing |
JASON MACGREGOR |
|
|
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
|
2014
|
270952089
|
2015-02-10
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2010-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5184994565
|
| Plan sponsor’s
address |
24 HAMILTON STREET, SUITE 5B, SARATOGA SPRINGS, NY, 12866
|
Signature of
| Role |
Plan administrator |
| Date |
2015-02-10 |
| Name of individual signing |
JASON MACGREGOR |
|
| Role |
Employer/plan sponsor |
| Date |
2015-02-10 |
| Name of individual signing |
JASON MACGREGOR |
|
|
