|
OAK LEAF WEALTH MANAGEMENT 401(K) PLAN
|
2023
|
861294504
|
2024-07-22
|
OAK LEAF WEALTH MANAGEMENT
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-05-01
|
| Business code |
111100
|
| Sponsor’s telephone number |
4017651711
|
| Plan sponsor’s
address |
598 GREAT ROAD, NORTH SMITHFIELD, RI, 028966810
|
|
|
OAK LEAF WEALTH MANAGEMENT 401(K) PLAN
|
2022
|
861294504
|
2023-06-23
|
OAK LEAF WEALTH MANAGEMENT
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-05-01
|
| Business code |
111100
|
| Sponsor’s telephone number |
4017651711
|
| Plan sponsor’s
address |
598 GREAT ROAD, NORTH SMITHFIELD, RI, 028966810
|
|
|
OAK LEAF WEALTH MANAGEMENT 401(K) PLAN
|
2021
|
861294504
|
2022-10-14
|
OAK LEAF WEALTH MANAGEMENT
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-05-01
|
| Business code |
111100
|
| Sponsor’s telephone number |
4017651711
|
| Plan sponsor’s
address |
598 GREAT ROAD, NORTH SMITHFIELD, RI, 028966810
|
|
|
OAK LEAF WEALTH MANAGEMENT 401(K) PLAN
|
2020
|
861294504
|
2022-04-11
|
OAK LEAF WEALTH MANAGEMENT
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-05-01
|
| Business code |
111100
|
| Sponsor’s telephone number |
4017651711
|
| Plan sponsor’s
address |
598 GREAT ROAD, NORTH SMITHFIELD, RI, 028966810
|
|
|
OAK LEAF WEALTH MANAGEMENT 401(K) PLAN
|
2020
|
133508956
|
2021-10-14
|
OAK LEAF WEALTH MANAGEMENT
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-05-01
|
| Business code |
111100
|
| Sponsor’s telephone number |
4017651711
|
| Plan sponsor’s
address |
598 GREAT ROAD, NORTH SMITHFIELD, RI, 028966810
|
|
|
OAK LEAF WEALTH MANAGEMENT 401(K) PLAN
|
2019
|
133508956
|
2020-07-08
|
OAK LEAF WEALTH MANAGEMENT
|
0
|
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-05-01
|
| Business code |
111100
|
| Sponsor’s telephone number |
4017651711
|
| Plan sponsor’s
address |
598 GREAT RD, NORTH SMITHFIELD, RI, 028966810
|
Signature of
| Role |
Plan administrator |
| Date |
2020-07-08 |
| Name of individual signing |
JON SWEET |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
OAK LEAF WEALTH MANAGEMENT 401(K) PLAN
|
2019
|
133508956
|
2020-07-23
|
OAK LEAF WEALTH MANAGEMENT
|
0
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-05-01
|
| Business code |
111100
|
| Sponsor’s telephone number |
4017651711
|
| Plan sponsor’s
address |
598 GREAT RD, NORTH SMITHFIELD, RI, 028966810
|
Signature of
| Role |
Plan administrator |
| Date |
2020-07-23 |
| Name of individual signing |
JON SWEET |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
