PIERMONT WEALTH MANAGEMENT, INC RET TRUST
|
2023
|
134143843
|
2024-07-19
|
PIERMONT WEALTH MANAGEMENT, INC.
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6314541585
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2024-07-19 |
Name of individual signing |
PHILIP CAPELL |
|
|
PIERMONT WEALTH MANAGEMENT, INC RET TRUST
|
2023
|
134143843
|
2024-08-22
|
PIERMONT WEALTH MANAGEMENT, INC.
|
4
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
5164967800
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD, SUITE 102, WOODBURY, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2024-08-22 |
Name of individual signing |
PLAN SPONSOR |
|
|
PIERMONT WEALTH MANAGEMENT, INC RET TRUST
|
2023
|
134143843
|
2024-08-27
|
PIERMONT WEALTH MANAGEMENT, INC.
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
5164967800
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD, SUITE 102, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2024-08-27 |
Name of individual signing |
PLAN SPONSOR |
|
|
PIERMONT WEALTH MANAGEMENT, INC RET TRUST
|
2022
|
134143843
|
2023-07-04
|
PIERMONT WEALTH MANAGEMENT, INC.
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6314541585
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2023-07-04 |
Name of individual signing |
JACLYN PAGANO |
|
|
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST
|
2021
|
134143843
|
2022-07-05
|
PIERMONT WEALTH MANAGEMENT, INC.
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6314541585
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2022-07-05 |
Name of individual signing |
PHILIP CAPELL |
|
|
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST
|
2020
|
134143843
|
2021-07-20
|
PIERMONT WEALTH MANAGEMENT, INC.
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6314541585
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2021-07-20 |
Name of individual signing |
PHILIP J. CAPELL |
|
|
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST
|
2019
|
134143843
|
2020-07-20
|
PIERMONT WEALTH MANAGEMENT, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6314541585
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2020-07-20 |
Name of individual signing |
PHILIP CAPELL |
|
|
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST
|
2018
|
134143843
|
2019-06-27
|
PIERMONT WEALTH MANAGEMENT, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6314541585
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2019-06-27 |
Name of individual signing |
PHILIP CAPELL |
|
|
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST
|
2017
|
134143843
|
2018-07-26
|
PIERMONT WEALTH MANAGEMENT, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6314541585
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD, STE 102, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2018-07-26 |
Name of individual signing |
JOSEPH PAGANO |
|
|
PIERMONT WEALTH MANAGEMENT, INC. RET TRUST
|
2016
|
134143843
|
2017-10-13
|
PIERMONT WEALTH MANAGEMENT, INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2005-01-01
|
Business code |
523900
|
Sponsor’s telephone number |
6314541585
|
Plan sponsor’s
address |
48 SOUTH SERVICE RD., STE 102, MELVILLE, NY, 11747
|
Signature of
Role |
Plan administrator |
Date |
2017-10-13 |
Name of individual signing |
PHILIP CAPELL |
|
|