GARDINER KOCH WEISBERG & WRONA 401(K) RETIREMENT PLAN
|
2023
|
363833245
|
2024-08-30
|
GARDINER, KOCH, WEISBERG & WRONA
|
28
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2008-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2628120864
|
Plan sponsor’s mailing address |
500 COMMERCIAL CT, STE 200, LAKE GENEVA, WI, 53147
|
Plan sponsor’s
address |
121 W WACKER DR, STE 3600, CHICAGO, IL, 60601
|
Number of participants as of the end of the plan year
Active participants |
22 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
7 |
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 |
17 |
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 |
2024-08-30 |
Name of individual signing |
THOMAS G. GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-08-30 |
Name of individual signing |
THOMAS GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
GARDINER, KOCH, WEISBERG & WRONA PROFIT SHARING PLAN & TRUST
|
2023
|
363833245
|
2024-09-27
|
THOMAS G. GARDINER, P.C.
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
004
|
Effective date of plan |
2016-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
3123620000
|
Plan sponsor’s
address |
121 W. WACKER DRIVE SUITE 3600, CHICAGO, IL, 60601
|
Signature of
Role |
Plan administrator |
Date |
2024-09-27 |
Name of individual signing |
THOMAS G. GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
GARDINER, KOCH, WEISBERG & WRONA CASH BALANCE PENSION PLAN & TRUST
|
2023
|
363833245
|
2024-10-09
|
THOMAS G. GARDINER, P.C.
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2016-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
3123620000
|
Plan sponsor’s
address |
121 W. WACKER DRIVE SUITE 3600, CHICAGO, IL, 60601
|
Signature of
Role |
Plan administrator |
Date |
2024-10-09 |
Name of individual signing |
THOMAS G. GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
GARDINER KOCH WEISBERG & WRONA 401(K) RETIREMENT PLAN
|
2022
|
363833245
|
2023-06-29
|
GARDINER, KOCH, WEISBERG & WRONA
|
27
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2008-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2628120864
|
Plan sponsor’s mailing address |
500 COMMERCIAL COURT, LAKE GENEVA, WI, 53147
|
Plan sponsor’s
address |
53 WEST JACKSON BOULEVARD, SUITE 950, CHICAGO, IL, 60604
|
Number of participants as of the end of the plan year
Active participants |
23 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
5 |
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 |
15 |
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 |
2023-06-29 |
Name of individual signing |
THOMAS G. GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-06-29 |
Name of individual signing |
THOMAS GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
GARDINER, KOCH, WEISBERG & WRONA PROFIT SHARING PLAN & TRUST
|
2022
|
363833245
|
2023-10-06
|
THOMAS G. GARDINER, P.C.
|
17
|
|
File |
View Page
|
Three-digit plan number (PN) |
004
|
Effective date of plan |
2016-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
3123620000
|
Plan sponsor’s
address |
53 W. JACKSON BLVD., SUITE 950, CHICAGO, IL, 60604
|
Signature of
Role |
Plan administrator |
Date |
2023-10-06 |
Name of individual signing |
THOMAS GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-10-06 |
Name of individual signing |
THOMAS GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
GARDINER, KOCH, WEISBERG & WRONA CASH BALANCE PENSION PLAN & TRUST
|
2022
|
363833245
|
2023-10-12
|
THOMAS G. GARDINER, P.C.
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2016-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
3123620000
|
Plan sponsor’s
address |
53 W. JACKSON BLVD., SUITE 950, CHICAGO, IL, 60604
|
Signature of
Role |
Plan administrator |
Date |
2023-10-12 |
Name of individual signing |
THOMAS G. GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-10-12 |
Name of individual signing |
THOMAS G. GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
GARDINER KOCH WEISBERG & WRONA 401(K) RETIREMENT PLAN
|
2021
|
363833245
|
2022-07-11
|
GARDINER, KOCH, WEISBERG & WRONA
|
26
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2008-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
2628120864
|
Plan sponsor’s mailing address |
500 COMMERCIAL COURT, LAKE GENEVA, WI, 53147
|
Plan sponsor’s
address |
53 WEST JACKSON BOULEVARD, SUITE 950, CHICAGO, IL, 60604
|
Number of participants as of the end of the plan year
Active participants |
22 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
5 |
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 |
15 |
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 |
2022-07-11 |
Name of individual signing |
THOMAS G. GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-07-11 |
Name of individual signing |
THOMAS GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
GARDINER, KOCH, WEISBERG & WRONA CASH BALANCE PENSION PLAN & TRUST
|
2021
|
363833245
|
2022-10-17
|
THOMAS G. GARDINER, P.C.
|
24
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2016-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
3123620000
|
Plan sponsor’s
address |
53 W. JACKSON BLVD., SUITE 950, CHICAGO, IL, 60604
|
Signature of
Role |
Plan administrator |
Date |
2022-10-17 |
Name of individual signing |
THOMAS GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-10-17 |
Name of individual signing |
THOMAS GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
GARDINER, KOCH, WEISBERG & WRONA PROFIT SHARING PLAN & TRUST
|
2021
|
363833245
|
2022-10-17
|
THOMAS G. GARDINER, P.C.
|
18
|
|
File |
View Page
|
Three-digit plan number (PN) |
004
|
Effective date of plan |
2016-01-01
|
Sponsor’s telephone number |
3123620000
|
Plan sponsor’s
address |
53 W. JACKSON BLVD., SUITE 950, CHICAGO, IL, 60604
|
Signature of
Role |
Plan administrator |
Date |
2022-10-17 |
Name of individual signing |
THOMAS GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-10-17 |
Name of individual signing |
THOMAS GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
GARDINER, KOCH, WEISBERG & WRONA CASH BALANCE PENSION PLAN & TRUST
|
2020
|
363833245
|
2021-10-15
|
THOMAS G. GARDINER, P.C.
|
20
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2016-01-01
|
Business code |
541110
|
Sponsor’s telephone number |
3123620000
|
Plan sponsor’s
address |
53 W. JACKSON BLVD., SUITE 950, CHICAGO, IL, 60604
|
Signature of
Role |
Plan administrator |
Date |
2021-10-15 |
Name of individual signing |
THOMAS G. GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-10-15 |
Name of individual signing |
THOMAS G. GARDINER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|