ZIMMERMAN WEALTH MAGAGEMENT, LLC CASH BALANCE PLAN
|
2012
|
200040494
|
2013-09-30
|
ZIMMERMAN WEALTH MANAGEMENT, LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8475563200
|
Plan sponsor’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201
|
Signature of
Role |
Plan administrator |
Date |
2013-09-30 |
Name of individual signing |
THOMAS ZIMMERMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-09-30 |
Name of individual signing |
THOMAS H ZIMMERMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2012
|
200040494
|
2013-09-30
|
ZIMMERMAN WEALTH MANAGEMENT, LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8475563200
|
Plan sponsor’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201
|
Signature of
Role |
Plan administrator |
Date |
2013-09-30 |
Name of individual signing |
THOMAS H. ZIMMERMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-09-30 |
Name of individual signing |
THOMAS H ZIMMERMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ZIMMERMAN WEALTH MAGAGEMENT, LLC CASH BALANCE PLAN
|
2011
|
200040494
|
2012-10-01
|
ZIMMERMAN WEALTH MANAGEMENT, LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8475563200
|
Plan sponsor’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201
|
Plan administrator’s name and address
Administrator’s EIN |
200040494 |
Plan administrator’s name |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Plan administrator’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201 |
Administrator’s telephone number |
8475563200 |
Signature of
Role |
Plan administrator |
Date |
2012-10-01 |
Name of individual signing |
THOMAS ZIMMERMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2012-10-01 |
Name of individual signing |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2011
|
200040494
|
2012-10-08
|
ZIMMERMAN WEALTH MANAGEMENT, LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8475563200
|
Plan sponsor’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201
|
Plan administrator’s name and address
Administrator’s EIN |
200040494 |
Plan administrator’s name |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Plan administrator’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201 |
Administrator’s telephone number |
8475563200 |
Signature of
Role |
Plan administrator |
Date |
2012-10-08 |
Name of individual signing |
THOMAS H. ZIMMERMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2012-10-08 |
Name of individual signing |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2010
|
200040494
|
2011-07-25
|
ZIMMERMAN WEALTH MANAGEMENT, LLC
|
3
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8475563200
|
Plan sponsor’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201
|
Plan administrator’s name and address
Administrator’s EIN |
200040494 |
Plan administrator’s name |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Plan administrator’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201 |
Administrator’s telephone number |
8475563200 |
|
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2010
|
200040494
|
2011-07-25
|
ZIMMERMAN WEALTH MANAGEMENT, LLC
|
3
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8475563200
|
Plan sponsor’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201
|
Plan administrator’s name and address
Administrator’s EIN |
200040494 |
Plan administrator’s name |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Plan administrator’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201 |
Administrator’s telephone number |
8475563200 |
|
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2010
|
200040494
|
2011-07-25
|
ZIMMERMAN WEALTH MANAGEMENT, LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8475563200
|
Plan sponsor’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201
|
Plan administrator’s name and address
Administrator’s EIN |
200040494 |
Plan administrator’s name |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Plan administrator’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201 |
Administrator’s telephone number |
8475563200 |
Signature of
Role |
Plan administrator |
Date |
2011-07-25 |
Name of individual signing |
THOMAS H. ZIMMERMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ZIMMERMAN WEALTH MAGAGEMENT, LLC CASH BALANCE PLAN
|
2010
|
200040494
|
2011-09-12
|
ZIMMERMAN WEALTH MANAGEMENT, LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2009-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8475563200
|
Plan sponsor’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201
|
Plan administrator’s name and address
Administrator’s EIN |
200040494 |
Plan administrator’s name |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Plan administrator’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201 |
Administrator’s telephone number |
8475563200 |
Signature of
Role |
Plan administrator |
Date |
2011-09-12 |
Name of individual signing |
THOMAS ZIMMERMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2011-09-12 |
Name of individual signing |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN
|
2010
|
200040494
|
2011-07-25
|
ZIMMERMAN WEALTH MANAGEMENT, LLC
|
3
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2004-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
8475563200
|
Plan sponsor’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201
|
Plan administrator’s name and address
Administrator’s EIN |
200040494 |
Plan administrator’s name |
ZIMMERMAN WEALTH MANAGEMENT, LLC |
Plan administrator’s
address |
1603 ORRINGTON AVENUE, SUITE 1725, EVANSTON, IL, 60201 |
Administrator’s telephone number |
8475563200 |
|