|
PLANWISER FINANCIAL LLC 401(K) PLAN
|
2023
|
833319159
|
2024-05-14
|
PLANWISER FINANCIAL LLC
|
4
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7198220808
|
| Plan sponsor’s
address |
201 E LAS ANIMAS ST, SUITE 101, COLORADO SPRINGS, CO, 80903
|
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 |
2024-05-14 |
| Name of individual signing |
QIAN LIU |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PLANWISER FINANCIAL LLC 401(K) PLAN
|
2022
|
833319159
|
2023-05-27
|
PLANWISER FINANCIAL LLC
|
4
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7198220808
|
| Plan sponsor’s
address |
201 E LAS ANIMAS ST, SUITE 101, COLORADO SPRINGS, CO, 80903
|
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 |
2023-05-27 |
| Name of individual signing |
CHRISTINE RIMER |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PLANWISER FINANCIAL LLC 401(K) PLAN
|
2021
|
833319159
|
2022-05-19
|
PLANWISER FINANCIAL LLC
|
3
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7198220808
|
| Plan sponsor’s
address |
201 E LAS ANIMAS ST, SUITE 101, COLORADO SPRINGS, CO, 80903
|
Plan administrator’s name and address
| Administrator’s EIN |
474474775 |
| Plan administrator’s name |
GUIDELINE, INC. |
| Plan administrator’s
address |
1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
| Administrator’s telephone number |
8882283491 |
Signature of
| Role |
Plan administrator |
| Date |
2022-05-19 |
| Name of individual signing |
CHRISTINE RIMER |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
PLANWISER FINANCIAL LLC 401(K) PLAN
|
2020
|
833319159
|
2021-06-22
|
PLANWISER FINANCIAL LLC
|
0
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7198220808
|
| Plan sponsor’s
address |
201 E LAS ANIMAS ST, SUITE 101, COLORADO SPRINGS, CO, 80903
|
Plan administrator’s name and address
| Administrator’s EIN |
474474775 |
| Plan administrator’s name |
GUIDELINE, INC. |
| Plan administrator’s
address |
3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
| Administrator’s telephone number |
8882283491 |
Signature of
| Role |
Plan administrator |
| Date |
2021-06-22 |
| Name of individual signing |
CAROL HO |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
