NUGENT & HAEUSSLER, P.C. CASH BALANCE PENSION PLAN
|
2023
|
141567370
|
2024-09-04
|
NUGENT & HAEUSSLER, P. C.
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2020-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s
address |
101 BRACKEN ROAD, MONTGOMERY, NY, 125492601
|
Signature of
Role |
Plan administrator |
Date |
2024-09-04 |
Name of individual signing |
CHRISTOPHER MELLEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
NUGENT & HAEUSSLER, P.C. CASH BALANCE PENSION PLAN
|
2022
|
141567370
|
2023-09-21
|
NUGENT & HAEUSSLER, P. C.
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2020-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s
address |
101 BRACKEN ROAD, MONTGOMERY, NY, 125492601
|
Signature of
Role |
Plan administrator |
Date |
2023-09-21 |
Name of individual signing |
CHRISTOPHER MELLEY |
|
|
NUGENT & HAEUSSLER, P.C. CASH BALANCE PENSION PLAN
|
2021
|
141567370
|
2022-09-29
|
NUGENT & HAEUSSLER, P. C.
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2020-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s
address |
101 BRACKEN ROAD, MONTGOMERY, NY, 125492601
|
Signature of
Role |
Plan administrator |
Date |
2022-09-29 |
Name of individual signing |
CHRISTOPHER MELLEY |
|
|
NUGENT & HAEUSSLER PC INCENTIVE SAVINGS PLAN
|
2017
|
141567370
|
2018-10-15
|
NUGENT & HAEUSSLER P.C.
|
30
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1985-05-01
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s mailing address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Plan sponsor’s
address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Number of participants as of the end of the plan year
Active participants |
28 |
Number of
participants
with
account balances as of the end of the plan year |
28 |
Signature of
Role |
Plan administrator |
Date |
2018-10-15 |
Name of individual signing |
CHRISTOPHER MELLEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-10-15 |
Name of individual signing |
CHRISTOPHER MELLEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
NUGENT & HAEUSSLER PC PROFIT SHARING PLAN
|
2016
|
141567370
|
2017-10-16
|
NUGENT & HAEUSSLER P.C.
|
32
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1967-10-19
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s mailing address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Plan sponsor’s
address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Number of participants as of the end of the plan year
Active participants |
31 |
Retired or separated participants receiving
benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
32 |
Signature of
Role |
Plan administrator |
Date |
2017-10-16 |
Name of individual signing |
NORMAN SASSI |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
NUGENT & HAEUSSLER PC INCENTIVE SAVINGS PLAN
|
2016
|
141567370
|
2017-10-16
|
NUGENT & HAEUSSLER P.C.
|
30
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1985-05-01
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s mailing address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Plan sponsor’s
address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Number of participants as of the end of the plan year
Active participants |
30 |
Number of
participants
with
account balances as of the end of the plan year |
30 |
Signature of
Role |
Plan administrator |
Date |
2017-10-16 |
Name of individual signing |
NORMAN SASSI |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-10-16 |
Name of individual signing |
NORMAN SASSI |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
NUGENT & HAEUSSLER PC PROFIT SHARING PLAN
|
2015
|
141567370
|
2016-10-17
|
NUGENT & HAEUSSLER P.C.
|
27
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1967-10-19
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s mailing address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Plan sponsor’s
address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Number of participants as of the end of the plan year
Active participants |
31 |
Retired or separated participants receiving
benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
32 |
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 |
2016-10-17 |
Name of individual signing |
NORMAN SASSI |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-10-17 |
Name of individual signing |
NORMAN SASSI |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
NUGENT & HAEUSSLER PC INCENTIVE SAVINGS PLAN
|
2015
|
141567370
|
2016-10-17
|
NUGENT & HAEUSSLER, P.C.
|
30
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1985-05-01
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s mailing address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Plan sponsor’s
address |
101 BRACKEN RD, MONTGOMERY, NY, 125492601
|
Number of participants as of the end of the plan year
Active participants |
30 |
Number of
participants
with
account balances as of the end of the plan year |
30 |
Signature of
Role |
Plan administrator |
Date |
2016-10-17 |
Name of individual signing |
NORMAN SASSI |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-10-17 |
Name of individual signing |
NORMAN SASSI |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
NUGENT & HAEUSSLER PC INCENTIVE SAVINGS PLAN
|
2014
|
141567370
|
2015-09-30
|
NUGENT & HAEUSSLER, P.C.
|
29
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1985-05-01
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s mailing address |
101 BRACKEN ROAD, MONTGOMERY, NY, 12549
|
Plan sponsor’s
address |
101 BRACKEN ROAD, MONTGOMERY, NY, 12549
|
Number of participants as of the end of the plan year
Active participants |
25 |
Other
retired or separated participants entitled to future benefits |
2 |
Number of
participants
with
account balances as of the end of the plan year |
27 |
Signature of
Role |
Plan administrator |
Date |
2015-09-30 |
Name of individual signing |
NORMAN SASSI |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
NUGENT & HAEUSSLER PC PROFIT SHARING PLAN
|
2014
|
141567370
|
2015-09-30
|
NUGENT & HAEUSSLER P.C.
|
34
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1967-10-19
|
Business code |
541211
|
Sponsor’s telephone number |
8454571100
|
Plan sponsor’s mailing address |
101 BRACKEN ROAD, MONTGOMERY, NY, 12549
|
Plan sponsor’s
address |
101 BRACKEN ROAD, MONTGOMERY, NY, 12549
|
Number of participants as of the end of the plan year
Active participants |
25 |
Retired or separated participants receiving
benefits |
2 |
Number of
participants
with
account balances as of the end of the plan year |
27 |
Signature of
Role |
Plan administrator |
Date |
2015-09-30 |
Name of individual signing |
NORMAN SASSI |
Valid signature |
Filed with authorized/valid electronic signature |
|
|