|
PARAGON PRIVATE WEALTH MANAGEMENT 401(K) PLAN
|
2023
|
863450896
|
2024-09-13
|
PARAGON PRIVATE WEALTH MANAGEMENT
|
4
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2021-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8593003985
|
| Plan sponsor’s
address |
300 WEST VINE STREET, SUITE 2201, LEXINGTON, KY, 40507
|
|
|
PARAGON PRIVATE WEALTH MANAGEMENT 401(K) PLAN
|
2022
|
863450896
|
2023-10-05
|
PARAGON PRIVATE WEALTH MANAGEMENT
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2021-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8593003985
|
| Plan sponsor’s
address |
300 WEST VINE STREET, SUITE 2201, LEXINGTON, KY, 40507
|
|
|
PARAGON PRIVATE WEALTH MANAGEMENT LLC CBS BENEFIT PLAN
|
2022
|
863450896
|
2023-12-27
|
PARAGON PRIVATE WEALTH MANAGEMENT LLC
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
501
|
| Effective date of plan |
2022-06-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
8593003984
|
| Plan sponsor’s
address |
300 W VINE ST SUITE 2201, LEXINGTON, KY, 40507
|
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 |
|
|
|
PARAGON PRIVATE WEALTH MANAGEMENT 401(K) PLAN
|
2021
|
863450896
|
2022-10-12
|
PARAGON PRIVATE WEALTH MANAGEMENT LLC
|
0
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2021-01-01
|
| Business code |
523120
|
| Sponsor’s telephone number |
8593003985
|
| Plan sponsor’s
address |
300 WEST VINE STREET, SUITE 2201, LEXINGTON, KY, 40507
|
|
|
PARAGON PRIVATE WEALTH MANAGEMENT 401(K) PLAN
|
2021
|
863450896
|
2022-09-30
|
PARAGON PRIVATE WEALTH MANAGEMENT LLC
|
0
|
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2021-01-01
|
| Business code |
522110
|
| Sponsor’s telephone number |
8593003985
|
| Plan sponsor’s
address |
300 WEST VINE STREET, STE 2201, LEXINGTON, KY, 40507
|
Plan administrator’s name and address
| Administrator’s EIN |
474474775 |
| Plan administrator’s name |
GUIDELINE, INC. |
| Plan administrator’s
address |
1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
| Administrator’s telephone number |
8882283491 |
Signature of
| Role |
Plan administrator |
| Date |
2022-09-29 |
| Name of individual signing |
CHRISTINE RIMER |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
