|
OTIS WEALTH 401(K) PLAN
|
2022
|
832107459
|
2023-10-13
|
OTIS WEALTH, INC
|
17
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-01-01
|
| Business code |
541990
|
| Sponsor’s telephone number |
2014794408
|
| Plan sponsor’s
address |
335 MADISON AVE, 3RD FLOOR, NEW YORK, NY, 10017
|
|
|
OTIS WEALTH 401(K) PLAN
|
2021
|
832107459
|
2022-06-08
|
OTIS WEALTH, INC
|
21
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-01-01
|
| Business code |
541990
|
| Sponsor’s telephone number |
2014794408
|
| Plan sponsor’s
address |
335 MADISON AVE, 3RD FLOOR, NEW YORK, NY, 10017
|
|
|
OTIS WEALTH 401(K) PLAN
|
2020
|
832107459
|
2021-07-03
|
OTIS WEALTH, INC
|
11
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-01-01
|
| Business code |
541990
|
| Sponsor’s telephone number |
2014794408
|
| Plan sponsor’s
address |
335 MADISON AVE, 3RD FLOOR, NEW YORK, NY, 10017
|
Plan administrator’s name and address
| Administrator’s EIN |
474474775 |
| Plan administrator’s name |
GUIDELINE, INC. |
| Plan administrator’s
address |
3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
| Administrator’s telephone number |
8882283491 |
Signature of
| Role |
Plan administrator |
| Date |
2021-07-03 |
| Name of individual signing |
CAROL HO |
|
|
|
OTIS WEALTH 401(K) PLAN
|
2019
|
832107459
|
2020-05-07
|
OTIS WEALTH, INC
|
0
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-01-01
|
| Business code |
541990
|
| Sponsor’s telephone number |
2014794408
|
| Plan sponsor’s
address |
335 MADISON AVE, 3RD FLOOR, NEW YORK, NY, 10017
|
Plan administrator’s name and address
| Administrator’s EIN |
474474775 |
| Plan administrator’s name |
GUIDELINE, INC. |
| Plan administrator’s
address |
3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
| Administrator’s telephone number |
8882283491 |
Signature of
| Role |
Plan administrator |
| Date |
2020-05-07 |
| Name of individual signing |
CAROL HO |
|
|
