J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2023
|
270804179
|
2024-09-19
|
J. O'CONNELL & ASSOCIATES, INC.
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2000-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2024-09-19 |
Name of individual signing |
JEAN O'CONNELL |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-09-19 |
Name of individual signing |
JEAN O'CONNELL |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2022
|
270804179
|
2023-07-17
|
J. O'CONNELL & ASSOCIATES, INC.
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2000-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2023-07-17 |
Name of individual signing |
JEAN O'CONNELL |
|
Role |
Employer/plan sponsor |
Date |
2023-07-17 |
Name of individual signing |
JEAN O'CONNELL |
|
|
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2021
|
270804179
|
2022-07-07
|
J. O'CONNELL & ASSOCIATES, INC.
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2000-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2022-07-07 |
Name of individual signing |
JEAN O'CONNELL |
|
Role |
Employer/plan sponsor |
Date |
2022-07-07 |
Name of individual signing |
JEAN O'CONNELL |
|
|
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2020
|
270804179
|
2021-07-01
|
J. O'CONNELL & ASSOCIATES, INC.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2000-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2021-07-01 |
Name of individual signing |
JEAN O'CONNELL |
|
Role |
Employer/plan sponsor |
Date |
2021-07-01 |
Name of individual signing |
JEAN O'CONNELL |
|
|
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2019
|
270804179
|
2020-06-10
|
J. O'CONNELL & ASSOCIATES, INC.
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2000-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2020-06-10 |
Name of individual signing |
JEAN K. O'CONNELL |
|
Role |
Employer/plan sponsor |
Date |
2020-06-10 |
Name of individual signing |
JEAN K. O'CONNELL |
|
|
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2019
|
270804179
|
2020-07-24
|
J. O'CONNELL & ASSOCIATES, INC.
|
14
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2000-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2020-07-24 |
Name of individual signing |
JEAN O'CONNELL |
|
|
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2018
|
270804179
|
2019-07-12
|
J. O'CONNELL & ASSOCIATES, INC.
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2000-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2019-07-12 |
Name of individual signing |
JEAN O'CONNELL |
|
|
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2017
|
270804179
|
2020-07-24
|
J. O'CONNELL & ASSOCIATES, INC.
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2000-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2020-07-24 |
Name of individual signing |
JEAN O'CONNELL |
|
|
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2017
|
270804179
|
2018-07-30
|
J. O'CONNELL & ASSOCIATES, INC.
|
13
|
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2002-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2018-07-30 |
Name of individual signing |
JEAN O'CONNELL |
|
|
J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST
|
2016
|
270804179
|
2020-07-24
|
J. O'CONNELL & ASSOCIATES, INC.
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2000-01-01
|
Business code |
813000
|
Sponsor’s telephone number |
7167598580
|
Plan sponsor’s
address |
10646 MAIN ST, CLARENCE, NY, 140311713
|
Signature of
Role |
Plan administrator |
Date |
2020-07-24 |
Name of individual signing |
JEAN O'CONNELL |
|
|