GRANDVIEW FINANCIAL GROUP 401(K) PLAN
|
2023
|
261602764
|
2024-07-19
|
GRANDVIEW FINANCIAL GROUP, INC.
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2006-08-01
|
Business code |
523900
|
Sponsor’s telephone number |
2052621120
|
Plan sponsor’s
address |
3168 CAHABA HEIGHTS ROAD, VESTAVIA HILLS, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
474474775 |
Plan administrator’s name |
GUIDELINE, INC. |
Plan administrator’s
address |
1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
Administrator’s telephone number |
8882283491 |
Signature of
Role |
Plan administrator |
Date |
2024-07-19 |
Name of individual signing |
QIAN LIU |
|
|
GRANDVIEW FINANCIAL (WELFARE PLAN)
|
2022
|
261602764
|
2023-07-27
|
GRANDVIEW FINANCIAL GROUP INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
951
|
Effective date of plan |
2019-07-01
|
Business code |
525990
|
Sponsor’s telephone number |
2052621120
|
Plan sponsor’s
address |
2 PERIMETER PARK SOUTH, STE 310E, BIRMINGHAM, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
472506773 |
Plan administrator’s name |
KENNION & CO LLC |
Plan administrator’s
address |
2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243 |
Administrator’s telephone number |
8669665457 |
Signature of
Role |
Plan administrator |
Date |
2023-07-19 |
Name of individual signing |
W. HAL SHEPHERD |
|
Role |
Employer/plan sponsor |
Date |
2023-07-19 |
Name of individual signing |
W. HAL SHEPHERD |
|
|
GRANDVIEW FINANCIAL (WELFARE PLAN)
|
2021
|
261602764
|
2022-07-29
|
GRANDVIEW FINANCIAL GROUP INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
951
|
Effective date of plan |
2019-07-01
|
Business code |
525990
|
Sponsor’s telephone number |
2052621120
|
Plan sponsor’s
address |
2 PERIMETER PARK SOUTH, STE 310E, BIRMINGHAM, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
472506773 |
Plan administrator’s name |
KENNION & CO LLC |
Plan administrator’s
address |
2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243 |
Administrator’s telephone number |
8669665457 |
Signature of
Role |
Plan administrator |
Date |
2022-07-21 |
Name of individual signing |
W. HAL SHEPHERD |
|
Role |
Employer/plan sponsor |
Date |
2022-07-21 |
Name of individual signing |
W. HAL SHEPHERD |
|
|
GRANDVIEW FINANCIAL (WELFARE PLAN)
|
2020
|
261602764
|
2021-07-25
|
GRANDVIEW FINANCIAL GROUP INC
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
951
|
Effective date of plan |
2019-07-01
|
Business code |
525990
|
Sponsor’s telephone number |
2052621120
|
Plan sponsor’s
address |
2 PERIMETER PARK SOUTH, STE 310E, BIRMINGHAM, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
472506773 |
Plan administrator’s name |
KENNION & CO LLC |
Plan administrator’s
address |
2828 OLD 280 COURT, SUITE 110, VESTAVIA, AL, 35243 |
Administrator’s telephone number |
8669665457 |
Signature of
Role |
Plan administrator |
Date |
2021-07-20 |
Name of individual signing |
W. HAL SHEPHERD |
|
Role |
Employer/plan sponsor |
Date |
2021-07-20 |
Name of individual signing |
W. HAL SHEPHERD |
|
|
GRANDVIEW FINANCIAL (WELFARE PLAN)
|
2019
|
261602764
|
2020-07-30
|
GRANDVIEW FINANCIAL GROUP INC
|
0
|
|
File |
View Page
|
Three-digit plan number (PN) |
951
|
Effective date of plan |
2019-07-01
|
Business code |
525990
|
Sponsor’s telephone number |
2052621120
|
Plan sponsor’s
address |
2 PERIMETER PARK SOUTH, STE 310E, BIRMINGHAM, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
472506773 |
Plan administrator’s name |
KENNION & CO LLC |
Plan administrator’s
address |
800 CORPORATE PKWY STE 100, BIRMINGHAM, AL, 35242 |
Administrator’s telephone number |
8669665457 |
Signature of
Role |
Plan administrator |
Date |
2020-07-30 |
Name of individual signing |
W. HAL SHEPHERD |
|
Role |
Employer/plan sponsor |
Date |
2020-07-30 |
Name of individual signing |
W. HAL SHEPHERD |
|
|
GRANDVIEW FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN
|
2010
|
010677190
|
2011-10-14
|
GRANDVIEW FINANCIAL GROUP, INC.
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2006-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2052621120
|
Plan sponsor’s
address |
TWO PERIMETER PARK S, STE 310E, BIRMINGHAM, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
010677190 |
Plan administrator’s name |
GRANDVIEW FINANCIAL GROUP, INC. |
Plan administrator’s
address |
TWO PERIMETER PARK S, STE 310E, BIRMINGHAM, AL, 35243 |
Administrator’s telephone number |
2052621120 |
Signature of
Role |
Plan administrator |
Date |
2011-10-14 |
Name of individual signing |
ROBERT R. STRAKA |
|
|
GRANDVIEW FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN
|
2009
|
010677190
|
2010-06-25
|
GRANDVIEW FINANCIAL GROUP, INC.
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2006-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2052621120
|
Plan sponsor’s
address |
TWO PERIMETER PARK S, STE 310E, BIRMINGHAM, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
010677190 |
Plan administrator’s name |
GRANDVIEW FINANCIAL GROUP, INC. |
Plan administrator’s
address |
TWO PERIMETER PARK S, STE 310E, BIRMINGHAM, AL, 35243 |
Administrator’s telephone number |
2052621120 |
Signature of
Role |
Plan administrator |
Date |
2010-06-24 |
Name of individual signing |
ROBERT R. STRAKA |
|
|