D L ANDERSON & ASSOCIATES RETIREMENT PLAN
|
2023
|
461562389
|
2024-07-26
|
D L ANDERSON & ASSOCIATES INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-12-14
|
Business code |
523900
|
Sponsor’s telephone number |
3037933202
|
Plan sponsor’s mailing address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Plan sponsor’s
address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Number of participants as of the end of the plan year
Active participants |
2 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Signature of
Role |
Plan administrator |
Date |
2024-07-26 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-07-26 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
D L ANDERSON & ASSOCIATES RETIREMENT PLAN
|
2022
|
461562389
|
2023-08-06
|
D L ANDERSON & ASSOCIATES, INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-12-14
|
Business code |
523900
|
Sponsor’s telephone number |
3037933202
|
Plan
sponsor’s DBA name |
PROSPERION FINANCIAL ADVISORS
|
Plan sponsor’s mailing address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Plan sponsor’s
address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Number of participants as of the end of the plan year
Active participants |
2 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Signature of
Role |
Plan administrator |
Date |
2023-08-06 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-08-06 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
D L ANDERSON & ASSOCIATES RETIREMENT PLAN
|
2021
|
461562389
|
2023-01-31
|
D L ANDERSON & ASSOCIATES, INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-12-14
|
Business code |
523900
|
Sponsor’s telephone number |
3037933202
|
Plan
sponsor’s DBA name |
PROSPERION FINANCIAL ADVISORS
|
Plan sponsor’s mailing address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Plan sponsor’s
address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Number of participants as of the end of the plan year
Active participants |
2 |
Number of
participants
with
account balances as of the end of the plan year |
2 |
Signature of
Role |
Plan administrator |
Date |
2023-01-31 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-01-31 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
D L ANDERSON & ASSOCIATES RETIREMENT PLAN
|
2019
|
461562389
|
2020-10-16
|
D L ANDERSON & ASSOCIATES, INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-12-14
|
Business code |
523900
|
Sponsor’s telephone number |
3037933202
|
Plan sponsor’s mailing address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Plan sponsor’s
address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
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 |
2020-10-16 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-10-16 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
D L ANDERSON & ASSOCIATES RETIREMENT PLAN
|
2018
|
461562389
|
2020-01-29
|
D L ANDERSON & ASSOCIATES, INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-12-14
|
Business code |
523900
|
Sponsor’s telephone number |
3037933202
|
Plan sponsor’s mailing address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Plan sponsor’s
address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
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 |
2020-01-29 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-01-29 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
D L ANDERSON & ASSOCIATES RETIREMENT PLAN
|
2016
|
461562389
|
2018-01-20
|
D L ANDERSON & ASSOCIATES, INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-12-14
|
Business code |
523900
|
Sponsor’s telephone number |
3037933202
|
Plan sponsor’s mailing address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Plan sponsor’s
address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
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 |
2018-01-20 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-01-20 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
D L ANDERSON & ASSOCIATES RETIREMENT PLAN
|
2015
|
461562389
|
2017-01-27
|
D L ANDERSON & ASSOCIATES, INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-12-14
|
Business code |
523900
|
Sponsor’s telephone number |
3037933202
|
Plan sponsor’s mailing address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
Plan sponsor’s
address |
8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
|
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 |
2017-01-27 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-01-27 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
D L ANDERSON & ASSOCIATES RETIREMENT PLAN
|
2014
|
461562389
|
2015-12-18
|
D L ANDERSON & ASSOCIATES, INC
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2012-12-14
|
Business code |
523900
|
Sponsor’s telephone number |
3037933202
|
Plan sponsor’s mailing address |
8400 E PRENTICE AVE, SUITE 1125, GREENWOOD VILLAGE, CO, 80111
|
Plan sponsor’s
address |
8400 E PRENTICE AVE, SUITE 1125, GREENWOOD VILLAGE, CO, 80111
|
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 |
2015-12-18 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2015-12-18 |
Name of individual signing |
DAVID ANDERSON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|