SHOLES & MILLER PLLC 401K PROFIT SHARING PLAN AND TRUST
|
2019
|
141824912
|
2020-09-05
|
SHOLES & MILLER LLP
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
8454545909
|
Plan sponsor’s
address |
300 WESTAGE BUSINESS CENTER DR, SUITE 225, FISHKILL, NY, 12524
|
Signature of
Role |
Plan administrator |
Date |
2020-09-05 |
Name of individual signing |
JULIANNE MACDONALD |
|
|
SHOLES & MILLER LLP 401K PROFIT SHARING PLAN AND TRUST
|
2018
|
141824912
|
2019-10-08
|
SHOLES & MILLER LLP
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
8454545909
|
Plan sponsor’s
address |
300 WESTAGE BUSINESS CENTER DRIVE, SUITE 225, FISHKILL, NY, 12524
|
Signature of
Role |
Plan administrator |
Date |
2019-10-08 |
Name of individual signing |
JULIANNE MACDONALD |
|
|
SHOLES MILLER, LLP 401 K PROFIT SHARING PLAN TRUST
|
2016
|
141824912
|
2017-07-07
|
SHOLES & MILLER, LLP
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
8454545909
|
Plan sponsor’s
address |
327 MILL STREET, POUGHKEEPSIE, NY, 126014999
|
Signature of
Role |
Plan administrator |
Date |
2017-07-07 |
Name of individual signing |
ROBERT I. MILLER |
|
|
SHOLES MILLER LLP 401 K PROFIT SHARING PLAN TRUST
|
2015
|
141824912
|
2016-05-13
|
SHOLES & MILLER
|
18
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
8454545909
|
Plan sponsor’s
address |
327 MILL STREET, POUGHKEEPSIE, NY, 126024999
|
Signature of
Role |
Plan administrator |
Date |
2016-05-13 |
Name of individual signing |
SUSANNE VAETH |
|
|
SHOLES MILLER LLP 401 K PROFIT SHARING PLAN TRUST
|
2014
|
141824912
|
2015-06-29
|
SHOLES & MILLER
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
8454545909
|
Plan sponsor’s
address |
327 MILL STREET, POUGHKEEPSIE, NY, 126024999
|
Signature of
Role |
Plan administrator |
Date |
2015-06-29 |
Name of individual signing |
ROBERT IRVING MILLER |
|
|
SHOLES MILLER LLP 401 K PROFIT SHARING PLAN TRUST
|
2013
|
141824912
|
2014-07-21
|
SHOLES & MILLER
|
14
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
8454545909
|
Plan sponsor’s
address |
PO BOX 4609, POUGHKEEPSIE, NY, 126024999
|
Signature of
Role |
Plan administrator |
Date |
2014-07-21 |
Name of individual signing |
ROBERT IRVING MILLER |
|
|
SHOLES MILLER LLP 401 K PROFIT SHARING PLAN TRUST
|
2012
|
141824912
|
2013-05-22
|
SHOLES & MILLER
|
16
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
8454545909
|
Plan sponsor’s
address |
PO BOX 4609, POUGHKEEPSIE, NY, 126024999
|
Signature of
Role |
Plan administrator |
Date |
2013-05-22 |
Name of individual signing |
SHOLES MILLER |
|
|
SHOLES MILLER LLP 401 K PROFIT SHARING PLAN TRUST
|
2011
|
141824912
|
2012-05-29
|
SHOLES MILLER
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
8454545909
|
Plan sponsor’s
address |
PO BOX 4609, POUGHKEEPSIE, NY, 126024999
|
Plan administrator’s name and address
Administrator’s EIN |
141824912 |
Plan administrator’s name |
SHOLES MILLER |
Plan administrator’s
address |
PO BOX 4609, POUGHKEEPSIE, NY, 126024999 |
Administrator’s telephone number |
8454545909 |
Signature of
Role |
Plan administrator |
Date |
2012-05-29 |
Name of individual signing |
SHOLES MILLER |
|
|
SHOLES & MILLER, LLP 401(K) PROFIT SHARING PLAN AND TRUST
|
2009
|
141824912
|
2010-06-25
|
SHOLES & MILLER LLP
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
8454545909
|
Plan sponsor’s mailing address |
327 MILL STREET, P.O. BOX 4609, POUGHKEEPSIE, NY, 12602
|
Plan sponsor’s
address |
327 MILL STREET, P.O. BOX 4609, POUGHKEEPSIE, NY, 12602
|
Plan administrator’s name and address
Administrator’s EIN |
141824912 |
Plan administrator’s name |
SHOLES & MILLER LLP |
Plan administrator’s
address |
327 MILL STREET, P.O. BOX 4609, POUGHKEEPSIE, NY, 12602 |
Administrator’s telephone number |
8454545909 |
Number of participants as of the end of the plan year
Active participants |
11 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
1 |
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 |
7 |
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 |
2010-06-25 |
Name of individual signing |
LUDWIG BACH |
Valid signature |
Filed with authorized/valid electronic signature |
|
|