|
STRATEGIC TAX & RETIREMENT 401(K) PLAN
|
2023
|
273200343
|
2024-07-16
|
STRATEGIC RETIREMENT SOLUTIONS
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2023-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5072883636
|
| Plan
sponsor’s DBA name |
STRATEGIC TAX & RETIREMENT
|
| Plan sponsor’s
address |
2423 SUPERIOR DR NW, STE 101, ROCHESTER, MN, 55901
|
Signature of
| Role |
Plan administrator |
| Date |
2024-07-16 |
| Name of individual signing |
GREGORY NELSON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
STRATEGIC TAX & RETIREMENT 401K PLAN
|
2022
|
273200343
|
2023-04-15
|
STRATEGIC RETIREMENT SOLUTIONS, INC.
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5072883636
|
| Plan
sponsor’s DBA name |
STRATEGIC TAX & RETIREMENT
|
| Plan sponsor’s mailing address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
| Plan sponsor’s
address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
Number of participants as of the end of the plan year
| Active participants |
7 |
| 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 |
1 |
| 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 |
2023-04-15 |
| Name of individual signing |
GREGORY NELSON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2023-04-15 |
| Name of individual signing |
GREGORY NELSON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
STRATEGIC TAX & RETIREMENT 401K PLAN
|
2021
|
273200343
|
2022-03-05
|
STRATEGIC RETIREMENT SOLUTIONS, INC.
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5072883636
|
| Plan
sponsor’s DBA name |
STRATEGIC TAX & RETIREMENT
|
| Plan sponsor’s mailing address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
| Plan sponsor’s
address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
Number of participants as of the end of the plan year
| Active participants |
6 |
| 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 |
1 |
| 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 |
2022-03-05 |
| Name of individual signing |
GREGORY NELSON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
STRATEGIC TAX & RETIREMENT 401K PLAN
|
2020
|
273200343
|
2022-02-05
|
STRATEGIC RETIREMENT SOLUTIONS, INC.
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5072883636
|
| Plan
sponsor’s DBA name |
STRATEGIC TAX & RETIREMENT
|
| Plan sponsor’s mailing address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
| Plan sponsor’s
address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
Number of participants as of the end of the plan year
| Active participants |
7 |
| Number of
participants
with
account balances as of the end of the plan year |
1 |
Signature of
| Role |
Plan administrator |
| Date |
2022-02-05 |
| Name of individual signing |
GREGORY NELSON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2022-02-05 |
| Name of individual signing |
GREGORY NELSON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
STRATEGIC TAX & RETIREMENT 401K PLAN
|
2019
|
273200343
|
2020-07-14
|
STRATEGIC RETIREMENT SOLUTIONS, INC.
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5072883636
|
| Plan
sponsor’s DBA name |
STRATEGIC TAX & RETIREMENT
|
| Plan sponsor’s mailing address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
| Plan sponsor’s
address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
Number of participants as of the end of the plan year
| Active participants |
7 |
| 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 |
1 |
| 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 |
2020-07-14 |
| Name of individual signing |
GREGORY NELSON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2020-07-14 |
| Name of individual signing |
GREGORY NELSON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
STRATEGIC TAX & RETIREMENT 401K PLAN
|
2018
|
273200343
|
2019-10-09
|
STRATEGIC RETIREMENT SOLUTIONS, INC
|
0
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5072883636
|
| Plan
sponsor’s DBA name |
STRATEGIC TAX & RETIREMENT
|
| Plan sponsor’s mailing address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
| Plan sponsor’s
address |
2434 SUPERIOR DR NW STE 101, ROCHESTER, MN, 559012591
|
Number of participants as of the end of the plan year
| Active participants |
7 |
| 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 |
1 |
| 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 |
2019-10-09 |
| Name of individual signing |
GREGORY NELSON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
