PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST
|
2023
|
800553914
|
2024-09-10
|
PENSO ADVISORS, LLC.
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
2126888800
|
Plan sponsor’s
address |
68 CARMAN AVENUE, CEDARHURST, NY, 11516
|
Signature of
Role |
Plan administrator |
Date |
2024-09-10 |
Name of individual signing |
ARI BERGMANN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST
|
2022
|
800553914
|
2023-10-05
|
PENSO ADVISORS, LLC.
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
2126888800
|
Plan sponsor’s
address |
68 CARMAN AVENUE, CEDARHURST, NY, 11516
|
Signature of
Role |
Plan administrator |
Date |
2023-10-05 |
Name of individual signing |
ARI BERGMANN |
|
Role |
Employer/plan sponsor |
Date |
2023-10-05 |
Name of individual signing |
ARI BERGMANN |
|
|
PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST
|
2021
|
800553914
|
2022-09-06
|
PENSO ADVISORS, LLC.
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
2126888800
|
Plan sponsor’s
address |
68 CARMAN AVENUE, CEDARHURST, NY, 11516
|
Signature of
Role |
Plan administrator |
Date |
2022-09-06 |
Name of individual signing |
SIMONE ABRAMSON |
|
Role |
Employer/plan sponsor |
Date |
2022-09-06 |
Name of individual signing |
ARI BERGMANN |
|
|
PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST
|
2020
|
800553914
|
2021-10-06
|
PENSO ADVISORS, LLC.
|
17
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
2126888800
|
Plan sponsor’s
address |
68 CARMAN AVENUE, CEDARHURST, NY, 11516
|
Signature of
Role |
Plan administrator |
Date |
2021-10-06 |
Name of individual signing |
ARI BERGMANN |
|
Role |
Employer/plan sponsor |
Date |
2021-10-06 |
Name of individual signing |
ARI BERGMANN |
|
|
PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST
|
2019
|
800553914
|
2020-07-27
|
PENSO ADVISORS, LLC.
|
17
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
2126888800
|
Plan sponsor’s
address |
68 CARMAN AVENUE, CEDARHURST, NY, 11516
|
Signature of
Role |
Plan administrator |
Date |
2020-07-27 |
Name of individual signing |
SIMONE ABRAMSON |
|
Role |
Employer/plan sponsor |
Date |
2020-07-27 |
Name of individual signing |
ARI BERGMANN |
|
|
PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST
|
2018
|
800553914
|
2019-09-25
|
PENSO ADVISORS, LLC.
|
18
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
2126888800
|
Plan sponsor’s
address |
68 CARMAN AVENUE, CEDARHURST, NY, 11516
|
Signature of
Role |
Plan administrator |
Date |
2019-09-25 |
Name of individual signing |
ARI BERGMANN |
|
Role |
Employer/plan sponsor |
Date |
2019-09-25 |
Name of individual signing |
ARI BERGMANN |
|
|
PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST
|
2017
|
800553914
|
2018-10-09
|
PENSO ADVISORS, LLC.
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
2126888800
|
Plan sponsor’s
address |
68 CARMAN AVENUE, CEDARHURST, NY, 11516
|
Signature of
Role |
Plan administrator |
Date |
2018-10-09 |
Name of individual signing |
CHAYA ABRAMSON |
|
Role |
Employer/plan sponsor |
Date |
2018-10-09 |
Name of individual signing |
ARI BERGMANN |
|
|