|
INVICTUS PRIVATE WEALTH, LLC CASH BALANCE PLAN
|
2023
|
881075317
|
2024-08-29
|
INVICTUS PRIVATE WEALTH, LLC
|
2
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2022-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7207342460
|
| Plan sponsor’s
address |
255 CLAYTON STREET, SUITE 300, DENVER, CO, 80206
|
Plan administrator’s name and address
| Administrator’s EIN |
203970947 |
| Plan administrator’s name |
PINNACLE PLAN DESIGN, LLC |
| Plan administrator’s
address |
P.O. BOX 64130, TUCSON, AZ, 85728 |
| Administrator’s telephone number |
5206181305 |
Signature of
| Role |
Plan administrator |
| Date |
2024-08-29 |
| Name of individual signing |
MICHAEL LEITERMAN |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
INVICTUS PRIVATE WEALTH, LLC 401(K) PLAN
|
2023
|
881075317
|
2024-08-29
|
INVICTUS PRIVATE WEALTH, LLC
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2022-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7207342460
|
| Plan sponsor’s
address |
255 CLAYTON STREET, SUITE 300, DENVER, CO, 80206
|
Plan administrator’s name and address
| Administrator’s EIN |
203970947 |
| Plan administrator’s name |
PINNACLE PLAN DESIGN, LLC |
| Plan administrator’s
address |
P.O. BOX 64130, TUCSON, AZ, 85728 |
| Administrator’s telephone number |
5206181305 |
Signature of
| Role |
Plan administrator |
| Date |
2024-08-29 |
| Name of individual signing |
MICHAEL LEITERMAN |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
INVICTUS PRIVATE WEALTH, LLC 401(K) PLAN
|
2022
|
881075317
|
2023-09-14
|
INVICTUS PRIVATE WEALTH, LLC
|
0
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2022-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7207342460
|
| Plan sponsor’s
address |
255 CLAYTON STREET, SUITE 300, DENVER, CO, 80206
|
Signature of
| Role |
Plan administrator |
| Date |
2023-09-14 |
| Name of individual signing |
MICHAEL LEITERMAN |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2023-09-14 |
| Name of individual signing |
MICHAEL LEITERMAN |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
INVICTUS PRIVATE WEALTH, LLC CASH BALANCE PLAN
|
2022
|
881075317
|
2023-09-14
|
INVICTUS PRIVATE WEALTH, LLC
|
0
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2022-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
7207342460
|
| Plan sponsor’s
address |
255 CLAYTON STREET, SUITE 300, DENVER, CO, 80206
|
Signature of
| Role |
Plan administrator |
| Date |
2023-09-14 |
| Name of individual signing |
MICHAEL LEITERMAN |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2023-09-14 |
| Name of individual signing |
MICHAEL LEITERMAN |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
