|
PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
|
2023
|
201915329
|
2024-03-20
|
PRINCIPLED WEALTH ADVISORS, LLC
|
12
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
333
|
| Effective date of plan |
2006-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8599572737
|
| Plan sponsor’s
address |
100 E. RIVERCENTER BOULEVARD, SUITE 810, COVINGTON, KY, 41011
|
|
|
PRINCIPLED WEALTH ADVISORS LLC CBS BENEFIT PLAN
|
2023
|
201915329
|
2024-04-29
|
PRINCIPLED WEALTH ADVISORS LLC
|
8
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
501
|
| Effective date of plan |
2023-07-31
|
| Business code |
523900
|
| Sponsor’s telephone number |
8599572737
|
| Plan sponsor’s
address |
100 EAST RIVERCENTER BLVD, SUITE 810, COVINGTON, KY, 41011
|
Plan administrator’s name and address
| Administrator’s EIN |
846429706 |
| Plan administrator’s name |
SHAWNA BURTON |
| Plan administrator’s
address |
464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number |
5026954700 |
Signature of
| Role |
Plan administrator |
| Date |
2024-04-29 |
| Name of individual signing |
SHAWNA BURTON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
|
2022
|
201915329
|
2023-07-27
|
PRINCIPLED WEALTH ADVISORS, LLC
|
10
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
333
|
| Effective date of plan |
2006-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8599572737
|
| Plan sponsor’s
address |
100 E. RIVERCENTER BOULEVARD, SUITE 810, COVINGTON, KY, 41011
|
|
|
PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
|
2021
|
201915329
|
2022-09-09
|
PRINCIPLED WEALTH ADVISORS, LLC
|
10
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
333
|
| Effective date of plan |
2006-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8599572737
|
| Plan sponsor’s
address |
100 E. RIVERCENTER BOULEVARD, SUITE 810, COVINGTON, KY, 41011
|
|
|
PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
|
2020
|
201915329
|
2021-06-23
|
PRINCIPLED WEALTH ADVISORS, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
333
|
| Effective date of plan |
2006-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8599572737
|
| Plan sponsor’s
address |
100 E. RIVERCENTER BOULEVARD, SUITE 810, COVINGTON, KY, 41011
|
|
|
PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
|
2019
|
201915329
|
2020-04-08
|
PRINCIPLED WEALTH ADVISORS, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
333
|
| Effective date of plan |
2006-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8599572737
|
| Plan sponsor’s
address |
100 E. RIVERCENTER BOULEVARD, SUITE 810, COVINGTON, KY, 41011
|
|
|
PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
|
2018
|
201915329
|
2019-06-05
|
PRINCIPLED WEALTH ADVISORS, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
333
|
| Effective date of plan |
2006-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8599572737
|
| Plan sponsor’s
address |
100 E. RIVERCENTER BOULEVARD, SUITE 810, COVINGTON, KY, 41011
|
|
|
PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
|
2017
|
201915329
|
2018-07-09
|
PRINCIPLED WEALTH ADVISORS, LLC
|
9
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
333
|
| Effective date of plan |
2006-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8599572737
|
| Plan sponsor’s
address |
100 E. RIVERCENTER BOULEVARD, SUITE 810, COVINGTON, KY, 41011
|
|
