Search icon

JP WEALTH MANAGEMENT, INC.

Company Details

Name: JP WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 29 Sep 2003 (21 years ago)
Entity Number: 2959071
ZIP code: 11758
County: Suffolk
Place of Formation: New York
Address: 977 N BROADWAY, N MASSAPEQUA, NY, United States, 11758

Shares Details

Shares issued 2000

Share Par Value 0.01

Type PAR VALUE

Central Index Key

CIK number Mailing Address Business Address Phone
1967622 3401 SALTERBECK COURT, SUITE 202, MT. PLEASANT, SC, 29466 3401 SALTERBECK COURT, SUITE 202, MT. PLEASANT, SC, 29466 (866) 562-6969

Filings since 2023-03-06

Form type SC 13G
Filing date 2023-03-06
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2023 200303460 2024-07-11 JP WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 1000 WOODBURY ROAD SUITE 102, WOODBURY ROAD, NY, 11797
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2022 200303460 2023-07-11 JP WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 1000 WOODBURY ROAD SUITE 102, WOODBURY ROAD, NY, 11797
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2021 200303460 2022-05-18 JP WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 1000 WOODBURY ROAD SUITE 102, WOODBURY ROAD, NY, 11797
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2020 200303460 2021-02-19 JP WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 977 NORTH BROADWAY, NORTH MASSAPEQUA, NY, 11758
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2019 200303460 2020-05-22 JP WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 977 NORTH BROADWAY, NORTH MASSAPEQUA, NY, 11758
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2018 200303460 2019-05-17 JP WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 977 NORTH BROADWAY, NORTH MASSAPEQUA, NY, 11758
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2017 200303460 2018-05-22 JP WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 977 NORTH BROADWAY, NORTH MASSAPEQUA, NY, 11758
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2016 200303460 2017-05-25 JP WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 977 NORTH BROADWAY, NORTH MASSAPEQUA, NY, 11758
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2015 200303460 2016-04-22 JP WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 977 NORTH BROADWAY, NORTH MASSAPEQUA, NY, 11758
JP WEALTH MANAGEMENT, INC. 401(K) PLAN 2014 200303460 2015-05-07 JP WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5165410022
Plan sponsor’s address 977 NORTH BROADWAY, NORTH MASSAPEQUA, NY, 11758

Agent

Name Role Address
JOHN CAREY Agent 363 VAN BUREN STREET, SAINT JAMES, NY, 11780

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 977 N BROADWAY, N MASSAPEQUA, NY, United States, 11758

Chief Executive Officer

Name Role Address
JOHN CAREY Chief Executive Officer 977 N BROADWAY, N MASSAPEQUA, NY, United States, 11758

History

Start date End date Type Value
2003-09-29 2022-03-14 Shares Share type: PAR VALUE, Number of shares: 2000, Par value: 0.01
2003-09-29 2005-11-16 Address 363 VAN BUREN STREET, SAINT JAMES, NY, 11780, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190912060034 2019-09-12 BIENNIAL STATEMENT 2019-09-01
150901006880 2015-09-01 BIENNIAL STATEMENT 2015-09-01
130906006125 2013-09-06 BIENNIAL STATEMENT 2013-09-01
110922002829 2011-09-22 BIENNIAL STATEMENT 2011-09-01
090902002514 2009-09-02 BIENNIAL STATEMENT 2009-09-01
070907002324 2007-09-07 BIENNIAL STATEMENT 2007-09-01
051116002576 2005-11-16 BIENNIAL STATEMENT 2005-09-01
040419000038 2004-04-19 CERTIFICATE OF AMENDMENT 2004-04-19
030929000040 2003-09-29 CERTIFICATE OF INCORPORATION 2003-09-29

Date of last update: 15 Dec 2024

Sources: New York Secretary of State