THE SCHAEFER AGENCY, INC. 401(K) PLAN
|
2023
|
112388183
|
2024-06-07
|
THE SCHAEFER AGENCY, INC
|
17
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 11787
|
Signature of
Role |
Plan administrator |
Date |
2024-06-07 |
Name of individual signing |
DORIS SCHAEFER |
|
|
THE SCHAEFER AGENCY, INC. 401(K) PLAN
|
2022
|
112388183
|
2023-09-26
|
THE SCHAEFER AGENCY, INC
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 11787
|
Signature of
Role |
Plan administrator |
Date |
2023-09-26 |
Name of individual signing |
DORIS SCHAEFER |
|
|
THE SCHAEFER AGENCY, INC. 401(K) PLAN
|
2021
|
112388183
|
2022-09-09
|
THE SCHAEFER AGENCY, INC
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 11787
|
Signature of
Role |
Plan administrator |
Date |
2022-09-09 |
Name of individual signing |
DORIS SCHAEFER |
|
|
THE SCHAEFER AGENCY, INC. 401(K) PLAN
|
2020
|
112388183
|
2021-08-26
|
THE SCHAEFER AGENCY, INC
|
18
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 11787
|
Signature of
Role |
Plan administrator |
Date |
2021-08-26 |
Name of individual signing |
DORIS SCHAEFER |
|
|
THE SCHAEFER AGENCY, INC. 401(K) PLAN
|
2019
|
112388183
|
2020-06-01
|
THE SCHAEFER AGENCY, INC
|
17
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 11787
|
Signature of
Role |
Plan administrator |
Date |
2020-06-01 |
Name of individual signing |
CHRISTOPHER SCHAEFER |
|
|
THE SCHAEFER AGENCY, INC. 401(K) PLAN
|
2018
|
112388183
|
2019-03-28
|
THE SCHAEFER AGENCY, INC
|
17
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 11787
|
Signature of
Role |
Plan administrator |
Date |
2019-03-28 |
Name of individual signing |
CHRISTOPHER SCHAEFER |
|
|
THE SCHAEFER AGENCY, INC. 401(K) PLAN
|
2017
|
112388183
|
2018-05-16
|
THE SCHAEFER AGENCY, INC
|
17
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 11787
|
Signature of
Role |
Plan administrator |
Date |
2018-05-16 |
Name of individual signing |
CHRISTOPHER SCHAEFER |
|
|
THE SCHAEFER AGENCY, INC.
|
2016
|
112388183
|
2017-05-30
|
THE SCHAEFER AGENCY, INC.
|
18
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-11-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s mailing address |
201 E MAIN ST, SMITHTOWN, NY, 117872807
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 117872807
|
Number of participants as of the end of the plan year
Active participants |
13 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
18 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2017-05-30 |
Name of individual signing |
SHARON QUINTERO |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE SCHAEFER AGENCY, INC. 401(K) PLAN
|
2016
|
112388183
|
2017-09-26
|
THE SCHAEFER AGENCY, INC
|
18
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 11787
|
Signature of
Role |
Plan administrator |
Date |
2017-09-26 |
Name of individual signing |
CHRISTOPHER SCHAEFER |
|
|
THE SCHAEFER AGENCY, INC 401(K)
|
2015
|
112388183
|
2016-06-08
|
THE SCHAEFER AGENCY, INC
|
18
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1988-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
6319797474
|
Plan sponsor’s
address |
201 E MAIN ST, SMITHTOWN, NY, 11787
|
Signature of
Role |
Plan administrator |
Date |
2016-06-08 |
Name of individual signing |
SHARON QUINTERO |
|
Role |
Employer/plan sponsor |
Date |
2016-06-08 |
Name of individual signing |
SHARON QUINTERO |
|
|