| Name: | FINGERLAKES WEALTH MANAGEMENT, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BENEFIT CORPORATION |
| Status: | Active |
| Date of registration: | 19 Feb 2009 (16 years ago) |
| Entity Number: | 3776832 |
| ZIP code: | 14850 |
| County: | Tompkins |
| Place of Formation: | New York |
| Address: | 450 NORTH AURORA STREET, ITHACA, NY, United States, 14850 |
| Principal Address: | 450 N AURORA STREET, ITHACA, NY, United States, 14850 |
Shares Details
Shares issued 200
Share Par Value 0
Type NO PAR VALUE
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1910248 | 450 NORTH AURORA STREET, ITHACA, NY, 14850 | 450 NORTH AURORA STREET, ITHACA, NY, 14850 | (607) 257-1008 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2024-10-31 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-08
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2024-08-08 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-09
| Form type | N-PX |
| File number | 028-22268 |
| Filing date | 2024-07-09 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-24
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2024-04-24 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-26
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2024-01-26 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-08
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2023-11-08 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-10
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2023-08-10 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-03
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2023-05-03 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-10
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2023-02-10 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-28
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2022-10-28 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-05
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2022-08-05 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-06
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2022-05-06 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-17
| Form type | 13F-HR |
| File number | 028-22268 |
| Filing date | 2022-02-17 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FINGERLAKES WEALTH MANAGEMENT 401(K) PLAN | 2023 | 264636876 | 2024-05-09 | FINGERLAKES WEALTH MANAGEMENT | 4 | |||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-09 |
| Name of individual signing | QIAN LIU |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6072571008 |
| Plan sponsor’s address | 450 N. AURORA ST, ITHACA, NY, 14850 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-27 |
| Name of individual signing | CHRISTINE RIMER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6072571008 |
| Plan sponsor’s address | 450 N. AURORA ST, ITHACA, NY, 14850 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-26 |
| Name of individual signing | CHRISTINE RIMER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6072571008 |
| Plan sponsor’s address | 450 N. AURORA ST, ITHACA, NY, 14850 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2021-05-04 |
| Name of individual signing | CAROL HO |
| Name | Role | Address |
|---|---|---|
| FINGERLAKES WEALTH MANAGEMENT, INC. | DOS Process Agent | 450 NORTH AURORA STREET, ITHACA, NY, United States, 14850 |
| Name | Role | Address |
|---|---|---|
| SUSAN D. MCCORMICK | Agent | 450 N. aURORA ST., ITHACA, NY, 14850 |
| Name | Role | Address |
|---|---|---|
| SUSAN MCCORMICK | Chief Executive Officer | 450 N AURORA STREET, ITHACA, NY, United States, 14850 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2023-09-07 | 2023-09-01 | Address | 450 N AURORA STREET, ITHACA, NY, 14850, USA (Type of address: Chief Executive Officer) |
| 2023-09-07 | 2023-09-01 | Address | 450 N. aURORA ST., ITHACA, NY, 14850, USA (Type of address: Registered Agent) |
| 2023-09-07 | 2023-09-01 | Address | 450 NORTH AURORA STREET, ITHACA, NY, 14850, USA (Type of address: Service of Process) |
| 2023-06-28 | 2023-08-28 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| 2023-04-11 | 2023-06-28 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| 2023-01-03 | 2023-09-07 | Address | 450 N AURORA STREET, ITHACA, NY, 14850, USA (Type of address: Chief Executive Officer) |
| 2023-01-03 | 2023-04-11 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| 2023-01-03 | 2023-09-07 | Address | 450 NORTH AURORA STREET, ITHACA, NY, 14850, USA (Type of address: Service of Process) |
| 2023-01-03 | 2023-01-03 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| 2023-01-03 | 2023-09-07 | Address | 410 EAST UPLAND ROAD, 206A, ITHACA, NY, 14850, USA (Type of address: Registered Agent) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 230901000886 | 2023-06-28 | CERTIFICATE OF CHANGE BY ENTITY | 2023-06-28 |
| 230907001447 | 2023-04-11 | ANNUAL REPORT | 2023-04-11 |
| 230103004005 | 2022-03-18 | ANNUAL REPORT | 2022-03-18 |
| 220906001030 | 2022-01-31 | CERTIFICATE OF AMENDMENT | 2022-01-31 |
| 210426000334 | 2021-04-26 | ANNUAL CERTIFICATE | 2021-04-26 |
| 210209060018 | 2021-02-09 | BIENNIAL STATEMENT | 2021-02-01 |
| 200526000669 | 2020-05-26 | ANNUAL CERTIFICATE | 2020-05-26 |
| 190404000183 | 2019-04-04 | ANNUAL CERTIFICATE | 2019-04-04 |
| 190225060236 | 2019-02-25 | BIENNIAL STATEMENT | 2019-02-01 |
| 180815000381 | 2018-08-15 | ANNUAL CERTIFICATE | 2018-08-15 |
Date of last update: 30 Dec 2024
Sources: New York Secretary of State
