Plan Name | CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CENTER FOR WEALTH PRESERVATION |
Employer identification number (EIN): | 201733915 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | MARGARET MCDOUGALL | 2024-10-15 | ||
001 | 2022-01-01 | GARY RANFTLE | 2023-04-27 | ||
001 | 2021-01-01 | GARY RANFTLE | 2022-05-11 | ||
001 | 2020-01-01 | GARY RANFTLE | 2021-05-10 | ||
001 | 2019-01-01 | GARY RANFTLE | 2020-04-06 | ||
001 | 2018-01-01 | GARY RANFTLE | 2019-06-06 | ||
001 | 2017-01-01 | KATHY MATHESON | 2018-04-02 | ||
001 | 2016-01-01 | KATHY MATHESON | 2017-04-03 | ||
001 | 2015-01-01 | KATHY MATHESON | 2016-02-29 | ||
001 | 2014-01-01 | KATHY MATHESON | 2015-05-29 | ||
001 | 2013-01-01 | GARY RANFTLE | 2014-04-30 | ||
001 | 2012-01-01 | GARY RANFTLE | 2013-05-07 | ||
001 | 2011-01-01 | GARY RANFTLE | 2012-06-01 | ||
001 | 2010-01-01 | GARY RANFTLE | 2011-03-10 |