|
ROUNDTABLE WEALTH MANAGEMENT LP 401(K) PLAN
|
2012
|
204238718
|
2013-09-18
|
ROUNDTABLE WEALTH MANAGEMENT LP
|
24
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2006-10-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2124885470
|
| Plan sponsor’s mailing address |
280 PARK AVENUE, 23RD FLOOR, EAST, NEW YORK, NY, 10017
|
| Plan sponsor’s
address |
280 PARK AVENUE, 23RD FLOOR, EAST, NEW YORK, NY, 10017
|
Plan administrator’s name and address
| Administrator’s EIN |
204238718 |
| Plan administrator’s name |
ROUNDTABLE WEALTH MANAGEMENT LP |
| Plan administrator’s
address |
280 PARK AVENUE, 23RD FLOOR, EAST, NEW YORK, NY, 10017 |
| Administrator’s telephone number |
2124885470 |
Number of participants as of the end of the plan year
| Active participants |
23 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
6 |
| 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 |
27 |
| 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 |
2013-09-18 |
| Name of individual signing |
JOSEPH KOPILAK |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2013-09-18 |
| Name of individual signing |
JOSEPH KOPILAK |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
ROUNDTABLE WEALTH MANAGEMENT LP 401(K) PLAN
|
2011
|
204238718
|
2012-10-10
|
ROUNDTABLE WEALTH MANAGEMENT LP
|
23
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2006-10-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2124885470
|
| Plan sponsor’s mailing address |
280 PARK AVENUE, 23RD FLOOR, EAST, NEW YORK, NY, 10017
|
| Plan sponsor’s
address |
280 PARK AVENUE, 23RD FLOOR, EAST, NEW YORK, NY, 10017
|
Plan administrator’s name and address
| Administrator’s EIN |
204238718 |
| Plan administrator’s name |
ROUNDTABLE WEALTH MANAGEMENT LP |
| Plan administrator’s
address |
280 PARK AVENUE, 23RD FLOOR, EAST, NEW YORK, NY, 10017 |
| Administrator’s telephone number |
2124885470 |
Number of participants as of the end of the plan year
| Active participants |
24 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
0 |
| 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 |
23 |
| 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 |
2012-10-10 |
| Name of individual signing |
JOSEPH KOPILAK |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
ROUNDTABLE WEALTH MANAGEMENT LP 401K PLAN
|
2010
|
204238718
|
2011-10-11
|
ROUNDTABLE WEALTH MANAGEMENT LP
|
21
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2006-10-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
2124885470
|
| Plan sponsor’s
address |
280 PARK AVE, 23RD FLOOR EAST, NEW YORK, NY, 10017
|
Plan administrator’s name and address
| Administrator’s EIN |
204238718 |
| Plan administrator’s name |
ROUNDTABLE WEALTH MANAGEMENT LP |
| Plan administrator’s
address |
280 PARK AVE, 23RD FLOOR EAST, NEW YORK, NY, 10017 |
| Administrator’s telephone number |
2124885470 |
Signature of
| Role |
Plan administrator |
| Date |
2011-10-11 |
| Name of individual signing |
JOSEPH KOPILAK |
|
|
