| Name: | NESTEGG ADVISORS, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BUSINESS CORPORATION |
| Status: | Active |
| Date of registration: | 04 Mar 1996 (29 years ago) |
| Entity Number: | 2005793 |
| ZIP code: | 11788 |
| County: | Suffolk |
| Place of Formation: | New York |
| Address: | 330 Motor Parkway, Suite 305, HAUPPAUGE, NY, United States, 11788 |
Shares Details
Shares issued 200
Share Par Value 0
Type NO PAR VALUE
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NESTEGG ADVISORS, INC. 401(K) PLAN | 2023 | 113309030 | 2024-05-09 | NESTEGG ADVISORS, INC. | 6 | |||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-05-09 |
| Name of individual signing | BUD LEVY |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6319522700 |
| Plan sponsor’s address | 330 MOTOR PARKWAY, #305, HAUPPAUGE, NY, 11788 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-19 |
| Name of individual signing | BUD LEVY |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6319522700 |
| Plan sponsor’s address | 330 MOTOR PARKWAY, #305, HAUPPAUGE, NY, 11788 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-27 |
| Name of individual signing | BUD LEVY |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6319522700 |
| Plan sponsor’s address | 330 MOTOR PARKWAY, #305, HAUPPAUGE, NY, 11788 |
Signature of
| Role | Plan administrator |
| Date | 2021-04-05 |
| Name of individual signing | BUD LEVY |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6319522700 |
| Plan sponsor’s address | 330 VANDERBILT MOTOR PARKWAY, #305, HAUPPAUGE, NY, 11788 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-16 |
| Name of individual signing | BUD LEVY |
| Name | Role | Address |
|---|---|---|
| BUD LEVY | DOS Process Agent | 330 Motor Parkway, Suite 305, HAUPPAUGE, NY, United States, 11788 |
| Name | Role | Address |
|---|---|---|
| BUD LEVY | Chief Executive Officer | 330 MOTOR PARKWAY, SUITE 305, HAUPPAUGE, NY, United States, 11788 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2023-10-27 | 2023-10-27 | Address | 330 MOTOR PARKWAY, SUITE 305, HAUPPAUGE, NY, 11788, USA (Type of address: Chief Executive Officer) |
| 2023-10-27 | 2023-10-27 | Address | 50 ROUTE 111, #206, SMITHTOWN, NY, 11787, USA (Type of address: Chief Executive Officer) |
| 2009-12-22 | 2023-10-27 | Address | 330 MOTOR PARKWAY STE 305, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process) |
| 1998-03-25 | 2009-12-22 | Address | 50 ROUTE 111, #206, SMITHTOWN, NY, 11787, USA (Type of address: Service of Process) |
| 1998-03-25 | 2023-10-27 | Address | 50 ROUTE 111, #206, SMITHTOWN, NY, 11787, USA (Type of address: Chief Executive Officer) |
| 1996-09-19 | 2006-11-02 | Name | BRANCH RETIREMENT AND ESTATE PLANNING, LTD. |
| 1996-03-04 | 1998-03-25 | Address | 50 ROUTE 111, SMITHTOWN, NY, 11787, USA (Type of address: Service of Process) |
| 1996-03-04 | 1996-09-19 | Name | BRANCH FINANCIAL PLANNING, LTD. |
| 1996-03-04 | 2023-10-27 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 231027002915 | 2023-10-27 | BIENNIAL STATEMENT | 2022-03-01 |
| 091222000329 | 2009-12-22 | CERTIFICATE OF CHANGE | 2009-12-22 |
| 080311002108 | 2008-03-11 | BIENNIAL STATEMENT | 2008-03-01 |
| 061102000394 | 2006-11-02 | CERTIFICATE OF AMENDMENT | 2006-11-02 |
| 060410002526 | 2006-04-10 | BIENNIAL STATEMENT | 2006-03-01 |
| 040322003127 | 2004-03-22 | BIENNIAL STATEMENT | 2004-03-01 |
| 020315002061 | 2002-03-15 | BIENNIAL STATEMENT | 2002-03-01 |
| 000322002166 | 2000-03-22 | BIENNIAL STATEMENT | 2000-03-01 |
| 980325002505 | 1998-03-25 | BIENNIAL STATEMENT | 1998-03-01 |
| 960919000586 | 1996-09-19 | CERTIFICATE OF AMENDMENT | 1996-09-19 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 6475827201 | 2020-04-28 | 0235 | PPP | 330 Vanderbilt Motor Parkway, #305, Hauppauge, NY, 11788 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 14 Mar 2025
Sources: New York Secretary of State
