WILLARD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
|
2019
|
841234710
|
2020-10-15
|
WILLARD & ASSOCIATES, P.C.
|
1
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Plan sponsor’s
address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Number of participants as of the end of the plan year
Active participants |
1 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
1 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2020-10-15 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WILLARD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
|
2018
|
841234710
|
2019-10-15
|
WILLARD & ASSOCIATES, P.C.
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Plan sponsor’s
address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Number of participants as of the end of the plan year
Active participants |
1 |
Retired or separated participants receiving
benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
1 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2019-10-15 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-10-15 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WILLARD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
|
2017
|
841234710
|
2018-10-15
|
WILLARD & ASSOCIATES, P.C.
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Plan sponsor’s
address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Number of participants as of the end of the plan year
Active participants |
1 |
Other
retired or separated participants entitled to future benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Signature of
Role |
Plan administrator |
Date |
2018-10-15 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WILLARD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
|
2016
|
841234710
|
2017-10-15
|
WILLARD & ASSOCIATES, P.C.
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Plan sponsor’s
address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Number of participants as of the end of the plan year
Active participants |
1 |
Other
retired or separated participants entitled to future benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Signature of
Role |
Plan administrator |
Date |
2017-10-15 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WILLARD & ASSOCIATES, P.C. PROFIT SHARING PLAN
|
2015
|
841234710
|
2016-10-17
|
WILLARD & ASSOCIATES, P.C.
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Plan sponsor’s
address |
215 W OAK ST STE 600, FORT COLLINS, CO, 805212749
|
Number of participants as of the end of the plan year
Active participants |
1 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2016-10-17 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-10-17 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WILLARD & ASSOCIATES, P.C. PROFIT SHARING PLAN
|
2014
|
841234710
|
2015-10-15
|
WILLARD & ASSOCIATES, P.C.
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Plan sponsor’s
address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Number of participants as of the end of the plan year
Active participants |
2 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2015-10-15 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WILLARD & ASSOCIATES, P.C. PROFIT SHARING PLAN
|
2012
|
841234710
|
2013-10-15
|
WILLARD & ASSOCIATES, P.C.
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Plan sponsor’s
address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Number of participants as of the end of the plan year
Active participants |
2 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2013-10-15 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-10-15 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WILLARD & ASSOCIATES, P.C. PROFIT SHARING PLAN
|
2011
|
841234710
|
2012-11-01
|
WILLARD & ASSOCIATES, P.C.
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Plan sponsor’s
address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Plan administrator’s name and address
Administrator’s EIN |
841234710 |
Plan administrator’s name |
WILLARD & ASSOCIATES, P.C. |
Plan administrator’s
address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521 |
Administrator’s telephone number |
9702245678 |
Number of participants as of the end of the plan year
Active participants |
2 |
Retired or separated participants receiving
benefits |
2 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2012-11-01 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WILLARD & ASSOCIATES, P.C.
|
2011
|
841234710
|
2012-10-31
|
WILLARD & ASSOCIATES, P.C.
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Plan sponsor’s
address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Plan administrator’s name and address
Administrator’s EIN |
841234710 |
Plan administrator’s name |
WILLARD & ASSOCIATES, P.C. |
Plan administrator’s
address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521 |
Administrator’s telephone number |
9702245678 |
Number of participants as of the end of the plan year
Active participants |
2 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2012-10-31 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
WILLARD & ASSOCIATES, P.C. PROFIT SHARING PLAN
|
2010
|
841234710
|
2011-10-17
|
WILLARD & ASSOCIATES, P.C.
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1991-07-01
|
Business code |
541110
|
Sponsor’s telephone number |
9702245678
|
Plan sponsor’s mailing address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Plan sponsor’s
address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521
|
Plan administrator’s name and address
Administrator’s EIN |
841234710 |
Plan administrator’s name |
WILLARD & ASSOCIATES, P.C. |
Plan administrator’s
address |
215 W. OAK STREET, SUITE 600, FORT COLLINS, CO, 80521 |
Administrator’s telephone number |
9702245678 |
Number of participants as of the end of the plan year
Active participants |
2 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2011-10-17 |
Name of individual signing |
RANDALL WILLARD |
Valid signature |
Filed with authorized/valid electronic signature |
|
|