Search icon

TRIMARC WEALTH MANAGEMENT, LLC

Company Details

Name: TRIMARC WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 13 May 2009 (16 years ago)
Entity Number: 3809829
ZIP code: 12207
County: Albany
Place of Formation: New York
Address: 54 STATE STREET, SUITE 801, ALBANY, NY, United States, 12207

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRIMARC WEALTH MANAGEMENT LLC - 401(K) 2023 270198999 2025-01-07 TRIMARC WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5184507091
Plan sponsor’s address 115 CIRCULAR ST, SARATOGA SPGS, NY, 12866

Signature of

Role Plan administrator
Date 2025-01-07
Name of individual signing DOMINICK TRIMARCHI
Valid signature Filed with authorized/valid electronic signature
TRIMARC WEALTH MANAGEMENT LLC - 401(K) 2022 270198999 2023-06-20 TRIMARC WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5184507091
Plan sponsor’s address 115 CIRCULAR ST, SARATOGA SPGS, NY, 12866

Signature of

Role Plan administrator
Date 2023-06-20
Name of individual signing DOMINICK TRIMARCHI
TRIMARC WEALTH MANAGEMENT LLC - 401(K) 2021 270198999 2022-05-26 TRIMARC WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5184507091
Plan sponsor’s address 115 CIRCULAR ST, SARATOGA SPGS, NY, 12866

Signature of

Role Plan administrator
Date 2022-05-26
Name of individual signing DOMINICK TRIMARCHI
TRIMARC WEALTH MANAGEMENT LLC - 401(K) 2020 270198999 2022-01-25 TRIMARC WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5184507091
Plan sponsor’s address 115 CIRCULAR ST, SARATOGA SPGS, NY, 12866

Signature of

Role Plan administrator
Date 2022-01-25
Name of individual signing DOMINICK TRIMARCHI
TRIMARC WEALTH MANAGEMENT LLC - 401(K) 2020 270198999 2021-11-03 TRIMARC WEALTH MANAGEMENT LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 5184507091
Plan sponsor’s address 115 CIRCULAR ST, SARATOGA SPGS, NY, 12866

Signature of

Role Plan administrator
Date 2021-11-03
Name of individual signing DOMINICK TRIMARCHI

DOS Process Agent

Name Role Address
C/O DOMINICK J. TRIMARCHI DOS Process Agent 54 STATE STREET, SUITE 801, ALBANY, NY, United States, 12207

Agent

Name Role Address
DOMINICK J. TRIMARCHI Agent 126 STATE STREET, SUITE 300, ALBANY, NY, 12207

History

Start date End date Type Value
2009-05-13 2015-05-04 Address 126 STATE STREET, SUITE 300, ALBANY, NY, 12207, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
150504006205 2015-05-04 BIENNIAL STATEMENT 2015-05-01
130523006074 2013-05-23 BIENNIAL STATEMENT 2013-05-01
110524002443 2011-05-24 BIENNIAL STATEMENT 2011-05-01
090812000473 2009-08-12 CERTIFICATE OF PUBLICATION 2009-08-12
090513000196 2009-05-13 ARTICLES OF ORGANIZATION 2009-05-13

Date of last update: 03 Feb 2025

Sources: New York Secretary of State