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WESTROCK ADVISORS, INC.

Company Details

Name: WESTROCK ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC DESIGNATION OF THE SECRETARY OF STATE
Status: Recorded
Date of registration: 17 Dec 2001 (23 years ago)
Date of dissolution: 17 Dec 2001
Entity Number: 2709665
County: Blank

Central Index Key

CIK number Mailing Address Business Address Phone
1145138 230 PARK AVENUE, NEW YORK, NY, 10169 230 PARK AVENUE, NEW YORK, NY, 10169 800-325-6195

Filings since 2010-03-31

Form type X-17A-5
File number 008-53419
Filing date 2010-03-31
Reporting date 2009-12-31
File View File

Filings since 2009-06-24

Form type X-17A-5/A
File number 008-53419
Filing date 2009-06-24
Reporting date 2008-12-31
File View File

Filings since 2009-03-02

Form type X-17A-5
File number 008-53419
Filing date 2009-03-02
Reporting date 2008-12-31
File View File

Filings since 2008-04-25

Form type X-17A-5/A
File number 008-53419
Filing date 2008-04-25
Reporting date 2007-12-31
File View File

Filings since 2008-02-29

Form type X-17A-5
File number 008-53419
Filing date 2008-02-29
Reporting date 2007-12-31
File View File

Filings since 2007-03-01

Form type X-17A-5
File number 008-53419
Filing date 2007-03-01
Reporting date 2006-12-31
File View File

Filings since 2006-02-28

Form type X-17A-5
File number 008-53419
Filing date 2006-02-28
Reporting date 2005-12-31
File View File

Filings since 2005-03-01

Form type X-17A-5
File number 008-53419
Filing date 2005-03-01
Reporting date 2004-12-31
File View File

Filings since 2004-03-01

Form type X-17A-5
File number 008-53419
Filing date 2004-03-01
Reporting date 2003-12-31
File View File

Filings since 2003-03-12

Form type FOCUSN
File number 008-53419
Filing date 2003-03-12
Reporting date 2002-12-31
File View File

Filings since 2003-03-12

Form type X-17A-5
File number 008-53419
Filing date 2003-03-12
Reporting date 2002-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTROCK ADVISORS, INC. 401(K) PLAN 2009 133850587 2010-07-13 WESTROCK ADVISORS, INC. 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 8003256195
Plan sponsor’s mailing address 230 PARK AVE, SUITE 934, NEW YORK, NY, 10169
Plan sponsor’s address 230 PARK AVE, SUITE 934, NEW YORK, NY, 10169

Plan administrator’s name and address

Administrator’s EIN 133850587
Plan administrator’s name WESTROCK ADVISORS, INC.
Plan administrator’s address 230 PARK AVE, SUITE 934, NEW YORK, NY, 10169
Administrator’s telephone number 8003256195

Number of participants as of the end of the plan year

Active participants 52
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 18
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-07-13
Name of individual signing JACQUELINE FERRER
Valid signature Filed with authorized/valid electronic signature

Date of last update: 12 Mar 2025

Sources: New York Secretary of State