| Name: | PBJ WEALTH MANAGEMENT, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 30 Oct 2008 (16 years ago) |
| Entity Number: | 3737695 |
| ZIP code: | 13219 |
| County: | Onondaga |
| Place of Formation: | New York |
| Address: | 109 DRAPER AVE, SYRACUES, NY, United States, 13219 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PBJ WEALTH MANAGEMENT, LLC EMPLOYEE SAVINGS PLAN | 2010 | 611573766 | 2011-07-28 | PBJ WEALTH MANAGEMENT, LLC | 0 | |||||||||||||||||||||||||||||||||||||
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| Administrator’s EIN | 611573766 |
| Plan administrator’s name | PBJ WEALTH MANAGEMENT, LLC |
| Plan administrator’s address | 126 NORTH SALINA STREET, SYRACUSE, NY, 13202 |
| Administrator’s telephone number | 3158499494 |
Signature of
| Role | Plan administrator |
| Date | 2011-07-28 |
| Name of individual signing | PATRICK J. O'BRIEN |
| Role | Employer/plan sponsor |
| Date | 2011-07-28 |
| Name of individual signing | PATRICK J. O'BRIEN |
| Name | Role | Address |
|---|---|---|
| THE LLC | DOS Process Agent | 109 DRAPER AVE, SYRACUES, NY, United States, 13219 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2008-10-30 | 2012-11-02 | Address | SUITE 103, 126 NORTH SALINA STREET, SYRACUSE, NY, 13202, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 201001060600 | 2020-10-01 | BIENNIAL STATEMENT | 2020-10-01 |
| 121102002261 | 2012-11-02 | BIENNIAL STATEMENT | 2012-10-01 |
| 101026002163 | 2010-10-26 | BIENNIAL STATEMENT | 2010-10-01 |
| 081030000457 | 2008-10-30 | ARTICLES OF ORGANIZATION | 2008-10-30 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2271657100 | 2020-04-10 | 0248 | PPP | 109 Draper Ave, SYRACUSE, NY, 13219-1664 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 6440838505 | 2021-03-03 | 0248 | PPS | 109 Draper Ave, Syracuse, NY, 13219-1664 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 10 Mar 2025
Sources: New York Secretary of State
