|
LJT & ASSOCIATES, INC. PROFIT SHARING PLAN
|
2023
|
631148956
|
2024-10-01
|
LJT & ASSOCIATES, INC.
|
212
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2017-01-01
|
| Business code |
541990
|
| Sponsor’s telephone number |
7194455060
|
| Plan sponsor’s mailing address |
PO BOX 1545, COLORADO SPRINGS, CO, 809011545
|
| Plan sponsor’s
address |
6 N. TEJON, COLORADO SPRINGS, CO, 80903
|
Number of participants as of the end of the plan year
| Active participants |
0 |
| Other
retired or separated participants entitled to future benefits |
212 |
| Number of
participants
with
account balances as of the end of the plan year |
212 |
Signature of
| Role |
Plan administrator |
| Date |
2024-10-01 |
| Name of individual signing |
LISA SMITH |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2024-10-01 |
| Name of individual signing |
LISA SMITH |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
LJT & ASSOCIATES, INC. PROFIT SHARING PLAN
|
2022
|
631148956
|
2023-10-13
|
LJT & ASSOCIATES, INC.
|
212
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2017-01-01
|
| Business code |
541990
|
| Sponsor’s telephone number |
7194455050
|
| Plan sponsor’s mailing address |
PO BOX 1545, COLORADO SPRINGS, CO, 809011545
|
| Plan sponsor’s
address |
6 N. TEJON, COLORADO SPRINGS, CO, 80903
|
Number of participants as of the end of the plan year
| Active participants |
0 |
| Other
retired or separated participants entitled to future benefits |
212 |
| Number of
participants
with
account balances as of the end of the plan year |
212 |
| 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 |
2023-10-13 |
| Name of individual signing |
LISA SMITH |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2023-10-13 |
| Name of individual signing |
LISA SMITH |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
LJT & ASSOCIATES, INC. PROFIT SHARING PLAN
|
2021
|
631148956
|
2022-10-17
|
LJT & ASSOCIATES, INC
|
212
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2017-01-01
|
| Business code |
541990
|
| Sponsor’s telephone number |
7194455060
|
| Plan sponsor’s mailing address |
PO BOX 1545, COLORADO SPRINGS, CO, 809011545
|
| Plan sponsor’s
address |
6 N. TEJON, COLORADO SPRINGS, CO, 80903
|
Number of participants as of the end of the plan year
| Active participants |
0 |
| Other
retired or separated participants entitled to future benefits |
212 |
| Number of
participants
with
account balances as of the end of the plan year |
212 |
| 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 |
2022-10-17 |
| Name of individual signing |
JIM WORLTON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2022-10-17 |
| Name of individual signing |
JIM WORLTON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
LJT & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2020
|
631148956
|
2022-03-17
|
LJT & ASSOCIATES, INC.
|
212
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2017-01-01
|
| Business code |
541990
|
| Sponsor’s telephone number |
7194455060
|
| Plan
sponsor’s DBA name |
541511
|
| Plan sponsor’s mailing address |
PO BOX 1545, COLORADO SPRINGS, CO, 809011545
|
| Plan sponsor’s
address |
6 N. TEJON ST., COLORADO SPRINGS, CO, 80903
|
Number of participants as of the end of the plan year
| Active participants |
0 |
| Other
retired or separated participants entitled to future benefits |
212 |
| Number of
participants
with
account balances as of the end of the plan year |
212 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
212 |
Signature of
| Role |
Plan administrator |
| Date |
2022-03-17 |
| Name of individual signing |
JIM WORLTON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
LJT & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2019
|
631148956
|
2022-01-20
|
LJT & ASSOCIATES, INC.
|
240
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2017-01-01
|
| Business code |
541990
|
| Sponsor’s telephone number |
7194455060
|
| Plan sponsor’s mailing address |
PO BOX 1545, COLORADO SPRINGS, CO, 809011545
|
| Plan sponsor’s
address |
6 N. TEJON ST., COLORADO SPRINGS, CO, 80903
|
Number of participants as of the end of the plan year
| Active participants |
69 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
143 |
| 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 |
212 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
143 |
Signature of
| Role |
Plan administrator |
| Date |
2022-01-20 |
| Name of individual signing |
JIM WORLTON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2022-01-20 |
| Name of individual signing |
JIM WORLTON |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
