|
CENTRIC WEALTH MANAGEMENT, LLC 401(K) PLAN & TRUST
|
2023
|
205122562
|
2024-09-26
|
CENTRIC WEALTH MANAGEMENT, LLC
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
3128184300
|
| Plan sponsor’s
address |
333 W. WACKER DRIVE, 6TH FLOOR, CHICAGO, IL, 60606
|
Signature of
| Role |
Plan administrator |
| Date |
2024-09-26 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2024-09-26 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
CENTRIC WEALTH MANAGEMENT, LLC 401(K) PLAN & TRUST
|
2022
|
205122562
|
2023-09-22
|
CENTRIC WEALTH MANAGEMENT, LLC
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
3128184300
|
| Plan sponsor’s
address |
333 W. WACKER DRIVE, 6TH FLOOR, CHICAGO, IL, 60606
|
Signature of
| Role |
Plan administrator |
| Date |
2023-09-22 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2023-09-22 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
CENTRIC WEALTH MANAGEMENT, LLC 401(K) PLAN & TRUST
|
2021
|
205122562
|
2022-10-14
|
CENTRIC WEALTH MANAGEMENT, LLC
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
3128184300
|
| Plan sponsor’s
address |
333 W. WACKER DRIVE, 6TH FLOOR, CHICAGO, IL, 60606
|
Signature of
| Role |
Plan administrator |
| Date |
2022-10-13 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2022-10-13 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
CENTRIC WEALTH MANAGEMENT, LLC 401(K) PLAN & TRUST
|
2020
|
205122562
|
2021-09-24
|
CENTRIC WEALTH MANAGEMENT, LLC
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
3128184300
|
| Plan sponsor’s
address |
333 W. WACKER DRIVE, 6TH FLOOR, CHICAGO, IL, 60606
|
Signature of
| Role |
Plan administrator |
| Date |
2021-09-24 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2021-09-24 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
CENTRIC WEALTH MANAGEMENT, LLC 401(K) PLAN & TRUST
|
2019
|
205122562
|
2020-10-14
|
CENTRIC WEALTH MANAGEMENT, LLC
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
3128184300
|
| Plan sponsor’s
address |
333 W. WACKER DRIVE, 6TH FLOOR, CHICAGO, IL, 60606
|
Signature of
| Role |
Plan administrator |
| Date |
2020-10-14 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2020-10-14 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
CENTRIC WEALTH MANAGEMENT, LLC 401(K) PLAN & TRUST
|
2018
|
205122562
|
2019-10-14
|
CENTRIC WEALTH MANAGEMENT, LLC
|
1
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
3128184300
|
| Plan sponsor’s
address |
333 W. WACKER DRIVE, 6TH FLOOR, CHICAGO, IL, 60606
|
Signature of
| Role |
Plan administrator |
| Date |
2019-10-14 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2019-10-14 |
| Name of individual signing |
MARIO DONATO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
