| Name: | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC |
| Jurisdiction: | New York |
| Legal type: | FOREIGN LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 03 Dec 2007 (17 years ago) |
| Entity Number: | 3600154 |
| ZIP code: | 14221 |
| County: | Erie |
| Place of Formation: | Delaware |
| Address: | 305 SPINDRIFT DR, 305, WILLIAMSVILLE, NY, United States, 14221 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT SOLUTIONS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST | 2020 | 261316413 | 2021-03-12 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | 5 | |||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2021-03-12 |
| Name of individual signing | DAN NEIMAN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7165688566 |
| Plan sponsor’s address | 6631 MAIN STREET, SUITE B, WILLIAMSVILLE, NY, 14221 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-14 |
| Name of individual signing | DAN NEIMAN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7165688566 |
| Plan sponsor’s address | 6631 MAIN STREET, SUITE B, WILLIAMSVILLE, NY, 14221 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7165688566 |
| Plan sponsor’s address | 6631 MAIN STREET, SUITE B, WILLIAMSVILLE, NY, 14221 |
| Name | Role | Address |
|---|---|---|
| MIKE LOMAS | DOS Process Agent | 305 SPINDRIFT DR, 305, WILLIAMSVILLE, NY, United States, 14221 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2007-12-03 | 2019-12-03 | Address | ATTN: MICHAEL LOMAS MANAGER, 6631 MAIN STREET, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 191203062198 | 2019-12-03 | BIENNIAL STATEMENT | 2019-12-01 |
| 171205006275 | 2017-12-05 | BIENNIAL STATEMENT | 2017-12-01 |
| 151202006960 | 2015-12-02 | BIENNIAL STATEMENT | 2015-12-01 |
| 140103006129 | 2014-01-03 | BIENNIAL STATEMENT | 2013-12-01 |
| 120110002624 | 2012-01-10 | BIENNIAL STATEMENT | 2011-12-01 |
| 091223002701 | 2009-12-23 | BIENNIAL STATEMENT | 2009-12-01 |
| 071203000386 | 2007-12-03 | APPLICATION OF AUTHORITY | 2007-12-03 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4924507109 | 2020-04-13 | 0296 | PPP | 305 Spindrift Dr, BUFFALO, NY, 14221-7815 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 28 Mar 2025
Sources: New York Secretary of State
