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  5. WEALTH MANAGEMENT ASSOCIATES, LLC

WEALTH MANAGEMENT ASSOCIATES, LLC

Company Details

Name: WEALTH MANAGEMENT ASSOCIATES, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Jan 2004 (21 years ago)
Entity Number: 3003115
ZIP code: 11976
County: Suffolk
Place of Formation: Delaware
Address: PO BOX 480, WATER MILL, NY, United States, 11976

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2023 043782664 2024-09-25 WEALTH MANAGEMENT ASSOCIATES, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2022 043782664 2023-10-06 WEALTH MANAGEMENT ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2021 043782664 2022-10-11 WEALTH MANAGEMENT ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2020 043782664 2021-10-06 WEALTH MANAGEMENT ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2019 043782664 2020-10-14 WEALTH MANAGEMENT ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2018 043782664 2019-10-01 WEALTH MANAGEMENT ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2017 043782664 2018-10-03 WEALTH MANAGEMENT ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2016 043782664 2017-09-28 WEALTH MANAGEMENT ASSOCIATES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2015 043782664 2016-10-14 WEALTH MANAGEMENT ASSOCIATES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006
WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST 2014 043782664 2015-10-15 WEALTH MANAGEMENT ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 6467362394
Plan sponsor’s address 45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

DOS Process Agent

Name Role Address
WEALTH MANAGEMENT ASSOCIATES, LLC DOS Process Agent PO BOX 480, WATER MILL, NY, United States, 11976

History

Start date End date Type Value
2016-08-01 2023-04-14 Address POB 778, CUTCHOGUE, NY, 11925, USA (Type of address: Service of Process)
2004-01-22 2016-08-01 Address 693 SCUTTLE HOLE ROAD, WATER MILL, NY, 11976, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230414004411 2023-04-14 BIENNIAL STATEMENT 2022-01-01
160801000722 2016-08-01 CERTIFICATE OF CHANGE 2016-08-01
040122000281 2004-01-22 APPLICATION OF AUTHORITY 2004-01-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3054008610 2021-03-16 0235 PPP 2410 Bridge Ln PO Box 778, Cutchogue, NY, 11935-1361
Loan Status Date 2022-05-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 97525
Loan Approval Amount (current) 97525
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Cutchogue, SUFFOLK, NY, 11935-1361
Project Congressional District NY-01
Number of Employees 6
NAICS code 541219
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 98547.12
Forgiveness Paid Date 2022-04-07

Related by officers

No related officers

Related by address

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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