PALOS WEALTH ADVISORS LLC 401(K) PLAN & TRUST
|
2023
|
273111608
|
2024-10-03
|
PALOS WEALTH ADVISORS LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
|
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN
|
2023
|
273111608
|
2024-04-16
|
PALOS WEALTH ADVISORS LLC
|
1
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
|
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN
|
2023
|
273111608
|
2024-04-16
|
PALOS WEALTH ADVISORS LLC
|
1
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
|
PALOS WEALTH ADVISORS LLC 401(K) PLAN & TRUST
|
2022
|
273111608
|
2023-09-29
|
PALOS WEALTH ADVISORS LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
|
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN
|
2022
|
273111608
|
2023-09-29
|
PALOS WEALTH ADVISORS LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
|
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN
|
2021
|
273111608
|
2022-10-11
|
PALOS WEALTH ADVISORS LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
Signature of
Role |
Plan administrator |
Date |
2022-10-11 |
Name of individual signing |
FRED MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-10-11 |
Name of individual signing |
FRED MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN
|
2020
|
273111608
|
2021-10-12
|
PALOS WEALTH ADVISORS LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
Signature of
Role |
Plan administrator |
Date |
2021-10-12 |
Name of individual signing |
FRED T MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-10-12 |
Name of individual signing |
FRED T MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN
|
2019
|
273111608
|
2020-09-30
|
PALOS WEALTH ADVISORS LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
Signature of
Role |
Plan administrator |
Date |
2020-09-30 |
Name of individual signing |
FRED T MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-09-30 |
Name of individual signing |
FRED T MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN
|
2018
|
273111608
|
2019-10-03
|
PALOS WEALTH ADVISORS LLC
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
Signature of
Role |
Plan administrator |
Date |
2019-10-03 |
Name of individual signing |
FRED T MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-10-03 |
Name of individual signing |
FRED T MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN
|
2017
|
273111608
|
2018-10-05
|
PALOS WEALTH ADVISORS LLC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2013-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
7088275942
|
Plan sponsor’s
address |
7800 W. COLLEGE DRIVE, #2E, PALOS HEIGHTS, IL, 60463
|
Signature of
Role |
Plan administrator |
Date |
2018-10-05 |
Name of individual signing |
FRED T MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-10-05 |
Name of individual signing |
FRED T MOORE |
Valid signature |
Filed with authorized/valid electronic signature |
|
|