|
MERCURIO WEALTH ADVISORS CBS BENEFIT PLAN
|
2023
|
611369622
|
2024-04-29
|
MERCURIO WEALTH ADVISORS
|
8
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
501
|
| Effective date of plan |
2019-10-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5022539366
|
| Plan sponsor’s
address |
9100 SHELBYVILLE RD, STE #150, LOUISVILLE, KY, 40222
|
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 |
|
|
|
MERCURIO WEALTH ADVISORS CBS BENEFIT PLAN
|
2022
|
611369622
|
2023-12-27
|
MERCURIO WEALTH ADVISORS
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
501
|
| Effective date of plan |
2019-10-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5022539366
|
| Plan sponsor’s
address |
9100 SHELBYVILLE RD, STE #150, LOUISVILLE, KY, 40222
|
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 |
2023-12-27 |
| Name of individual signing |
SHAWNA BURTON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
MERCURIO WEALTH ADVISORS CBS BENEFIT PLAN
|
2021
|
611369622
|
2022-12-29
|
MERCURIO WEALTH ADVISORS
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
501
|
| Effective date of plan |
2019-10-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5022539366
|
| Plan sponsor’s
address |
9100 SHELBYVILLE RD, STE #150, LOUISVILLE, KY, 40222
|
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 |
2022-12-29 |
| Name of individual signing |
SHAWNA BURTON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
MERCURIO WEALTH ADVISORS CBS BENEFIT PLAN
|
2020
|
611369622
|
2021-12-14
|
MERCURIO WEALTH ADVISORS
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
501
|
| Effective date of plan |
2019-10-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5022539366
|
| Plan sponsor’s
address |
9100 SHELBYVILLE RD, STE #150, LOUISVILLE, KY, 40222
|
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 |
2021-12-14 |
| Name of individual signing |
SHAWNA BURTON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
MERCURIO WEALTH ADVISORS CBS BENEFIT PLAN
|
2019
|
611369622
|
2020-12-23
|
MERCURIO WEALTH ADVISORS
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
501
|
| Effective date of plan |
2019-10-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5022539366
|
| Plan sponsor’s
address |
9100 SHELBYVILLE RD, #150, LOUISVILLE, KY, 40222
|
Plan administrator’s name and address
| Administrator’s EIN |
846429706 |
| Plan administrator’s name |
KELLY WOLF |
| Plan administrator’s
address |
464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number |
5026954700 |
Signature of
| Role |
Plan administrator |
| Date |
2020-12-23 |
| Name of individual signing |
KELLY WOLF |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
