JIM GERTEN FINANCIAL ADVISOR 401(K) PLAN
|
2022
|
825272703
|
2023-10-06
|
JIM GERTEN FINANCIAL ADVISOR
|
1
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
6514916261
|
Plan sponsor’s
address |
2530 UPPER 64TH CRT E, INVER GROVE HEIGHTS, MN, 55076
|
|
JIM GERTEN FINANCIAL ADVISOR 401(K) PLAN
|
2022
|
825272703
|
2023-06-27
|
JIM GERTEN FINANCIAL ADVISOR
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
6514916261
|
Plan sponsor’s
address |
2530 UPPER 64TH CRT E, INVER GROVE HEIGHTS, MN, 55076
|
|
JIM GERTEN FINANCIAL ADVISOR 401(K) PLAN
|
2021
|
825272703
|
2022-07-12
|
JIM GERTEN FINANCIAL ADVISOR
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
6515521172
|
Plan sponsor’s
address |
2918 UPPER 55TH STREET, INVER GROVE HEIGHTS, MN, 55076
|
Signature of
Role |
Plan administrator |
Date |
2022-07-12 |
Name of individual signing |
JAMES GERTEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-07-12 |
Name of individual signing |
JAMES GERTEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JIM GERTEN FINANCIAL ADVISOR 401(K) PLAN
|
2020
|
825272703
|
2021-05-25
|
JIM GERTEN FINANCIAL ADVISOR
|
1
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
6515521172
|
Plan sponsor’s
address |
2918 UPPER 55TH STREET, INVER GROVE HEIGHTS, MN, 55076
|
Signature of
Role |
Plan administrator |
Date |
2021-05-25 |
Name of individual signing |
JAMES GERTEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-05-25 |
Name of individual signing |
JAMES GERTEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JIM GERTEN FINANCIAL ADVISOR 401(K) PLAN
|
2019
|
825272703
|
2020-05-05
|
JIM GERTEN FINANCIAL ADVISOR
|
1
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
6515521172
|
Plan sponsor’s
address |
2918 UPPER 55TH STREET, INVER GROVE HEIGHTS, MN, 55076
|
Signature of
Role |
Plan administrator |
Date |
2020-05-05 |
Name of individual signing |
JAMES GERTEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-05-05 |
Name of individual signing |
JAMES GERTEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
JIM GERTEN FINANCIAL ADVISOR 401(K) PLAN
|
2018
|
825272703
|
2019-07-30
|
JIM GERTEN FINANCIAL ADVISOR
|
1
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-07-01
|
Business code |
523900
|
Sponsor’s telephone number |
6515521172
|
Plan sponsor’s
address |
2918 UPPER 55TH STREET, INVER GROVE HEIGHTS, MN, 55076
|
Signature of
Role |
Plan administrator |
Date |
2019-07-30 |
Name of individual signing |
JAMES GERTEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-07-30 |
Name of individual signing |
JAMES GERTEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|