Plan Name | JONATHAN D. STONE CFP, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JONATHAN D. STONE, CFP, INC. |
Employer identification number (EIN): | 471738257 |
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 | MR. JONATHAN D. STONE | 2024-07-18 | ||
001 | 2022-01-01 | JONATHAN STONE | 2023-06-28 | ||
001 | 2021-01-01 | JONATHAN STONE | 2022-06-22 | ||
001 | 2020-01-01 | JONATHAN STONE | 2021-05-13 | JONATHAN STONE | 2021-05-13 |
001 | 2019-01-01 | JONATHAN STONE | 2020-02-14 | ||
001 | 2018-01-01 | JONATHAN STONE | 2019-04-26 | ||
001 | 2017-01-01 | JONATHAN STONE | 2018-04-17 | ||
001 | 2016-01-01 | JONATHAN STONE | 2017-05-22 | ||
001 | 2015-01-01 | JONATHAN STONE | 2016-04-15 | ||
001 | 2014-01-01 | JONATHAN STONE | 2015-09-25 |