CGA, LLC CASH BALANCE PENSION PLAN
|
2023
|
832062759
|
2024-10-07
|
CARLSON GROUP ADVISORS, LLC
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2024-10-02 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-10-02 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CGA LLC SUCCESS SHARING PLAN
|
2023
|
832062759
|
2024-10-07
|
CARLSON GROUP ADVISORS, LLC
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2024-10-02 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-10-02 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CGA LLC SUCCESS SHARING PLAN
|
2022
|
832062759
|
2023-10-12
|
CARLSON GROUP ADVISORS, LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2023-10-12 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-10-12 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CGA, LLC CASH BALANCE PENSION PLAN
|
2022
|
832062759
|
2023-10-12
|
CARLSON GROUP ADVISORS, LLC
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2023-10-12 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-10-12 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CGA, LLC CASH BALANCE PENSION PLAN
|
2021
|
832062759
|
2022-10-13
|
CARLSON GROUP ADVISORS, LLC
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2022-10-13 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-10-13 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CGA LLC SUCCESS SHARING PLAN
|
2021
|
832062759
|
2022-10-13
|
CARLSON GROUP ADVISORS, LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2022-10-13 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-10-13 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CGA, LLC CASH BALANCE PENSION PLAN
|
2020
|
832062759
|
2021-09-30
|
CARLSON GROUP ADVISORS, LLC
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2021-09-30 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-09-30 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CGA LLC SUCCESS SHARING PLAN
|
2020
|
832062759
|
2021-09-30
|
CARLSON GROUP ADVISORS, LLC
|
9
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2021-09-30 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-09-30 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CGA, LLC CASH BALANCE PENSION PLAN
|
2019
|
832062759
|
2020-09-30
|
CARLSON GROUP ADVISORS, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2020-09-25 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-09-25 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CGA LLC SUCCESS SHARING PLAN
|
2019
|
832062759
|
2020-09-30
|
CARLSON GROUP ADVISORS, LLC
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2019-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
6306135022
|
Plan sponsor’s
address |
966 CORPORATE BLVD., SUITE 150, AURORA, IL, 60502
|
Signature of
Role |
Plan administrator |
Date |
2020-09-25 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-09-25 |
Name of individual signing |
MARK ADAMS |
Valid signature |
Filed with authorized/valid electronic signature |
|
|