GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2022
|
010677190
|
2023-09-26
|
GRANDVIEW FINANCIAL GROUP, LLC
|
5
|
|
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, BIRMINGHAM, AL, 35243
|
Signature of
Role |
Plan administrator |
Date |
2023-09-26 |
Name of individual signing |
KELLY MORGAN |
|
|
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2021
|
010677190
|
2022-07-13
|
GRANDVIEW FINANCIAL GROUP, LLC
|
6
|
|
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 |
3168 CAHABA HEIGHTS ROAD, BIRMINGHAM, AL, 35243
|
Signature of
Role |
Plan administrator |
Date |
2022-07-13 |
Name of individual signing |
KELLY MORGAN |
|
|
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2020
|
010677190
|
2021-05-24
|
GRANDVIEW FINANCIAL GROUP, LLC
|
7
|
|
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 |
3168 CAHABA HEIGHTS ROAD, BIRMINGHAM, AL, 35243
|
Signature of
Role |
Plan administrator |
Date |
2021-05-24 |
Name of individual signing |
KELLY MORGAN |
|
|
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2019
|
010677190
|
2020-10-15
|
GRANDVIEW FINANCIAL GROUP, LLC
|
5
|
|
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 |
3168 CAHABA HEIGHTS ROAD, BIRMINGHAM, AL, 35243
|
|
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2018
|
010677190
|
2019-10-15
|
GRANDVIEW FINANCIAL GROUP, LLC
|
6
|
|
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 |
2 PERIMETER PARK S, SUITE 310 E, BIRMINGHAM, AL, 35243
|
|
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2018
|
010677190
|
2020-11-16
|
GRANDVIEW FINANCIAL GROUP, LLC
|
6
|
|
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 |
3168 CAHABA HEIGHTS ROAD, BIRMINGHAM, AL, 35243
|
|
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2017
|
010677190
|
2018-10-02
|
GRANDVIEW FINANCIAL GROUP, LLC
|
6
|
|
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 |
2 PERIMETER PARK S, SUITE 310 E, BIRMINGHAM, AL, 35243
|
Signature of
Role |
Plan administrator |
Date |
2018-10-02 |
Name of individual signing |
ROBERT R. STRAKA |
|
|
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2016
|
010677190
|
2017-10-16
|
GRANDVIEW FINANCIAL GROUP, LLC
|
8
|
|
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 310 E, BIRMINGHAM, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
010677190 |
Plan administrator’s name |
GRANDVIEW FINANCIAL GROUP, LLC |
Plan administrator’s
address |
TWO PERIMETER PARK S, STE 310 E, BIRMINGHAM, AL, 35243 |
Administrator’s telephone number |
2052621120 |
|
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2015
|
010677190
|
2016-10-14
|
GRANDVIEW FINANCIAL GROUP, LLC
|
8
|
|
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 310 E, BIRMINGHAM, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
010677190 |
Plan administrator’s name |
GRANDVIEW FINANCIAL GROUP, LLC |
Plan administrator’s
address |
TWO PERIMETER PARK S, STE 310 E, BIRMINGHAM, AL, 35243 |
Administrator’s telephone number |
2052621120 |
|
GRANDVIEW FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
|
2014
|
010677190
|
2015-10-12
|
GRANDVIEW FINANCIAL GROUP, LLC
|
6
|
|
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 310 E, BIRMINGHAM, AL, 35243
|
Plan administrator’s name and address
Administrator’s EIN |
010677190 |
Plan administrator’s name |
GRANDVIEW FINANCIAL GROUP, LLC |
Plan administrator’s
address |
TWO PERIMETER PARK S, STE 310 E, BIRMINGHAM, AL, 35243 |
Administrator’s telephone number |
2052621120 |
Signature of
Role |
Plan administrator |
Date |
2015-10-12 |
Name of individual signing |
ROBERT STRAKA |
|
|