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  5. NEW YORK WEALTH MANAGEMENT, LLC

NEW YORK WEALTH MANAGEMENT, LLC

Company Details

Name: NEW YORK WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Jun 2009 (16 years ago)
Entity Number: 3819687
ZIP code: 11530
County: Nassau
Place of Formation: New York
Address: ATTN GLENN FISCHER, 401 FRANKLIN AVFE STE 320, GARDEN CITY, NY, United States, 11530

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 2017 270339461 2018-05-29 NEW YORK WEALTH MANAGEMENT, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 522220
Sponsor’s telephone number 5163424101
Plan sponsor’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530

Signature of
Role Plan administrator
Date 2018-05-29
Name of individual signing CHRISTINA BERARDI
Role Employer/plan sponsor
Date 2018-05-29
Name of individual signing GLENN FISCHER
NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 2016 270339461 2017-06-30 NEW YORK WEALTH MANAGEMENT, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 522220
Sponsor’s telephone number 5163424101
Plan sponsor’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530

Signature of
Role Plan administrator
Date 2017-06-30
Name of individual signing CHRISTINA BERARDI
Role Employer/plan sponsor
Date 2017-06-30
Name of individual signing GLENN FISCHER
NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 2015 270339461 2016-10-17 NEW YORK WEALTH MANAGEMENT, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 522220
Sponsor’s telephone number 5163424101
Plan sponsor’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing CHRISTINA BERARDI
Role Employer/plan sponsor
Date 2016-10-17
Name of individual signing GLENN FISCHER
NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 2014 270339461 2015-07-30 NEW YORK WEALTH MANAGEMENT, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 522220
Sponsor’s telephone number 5163424101
Plan sponsor’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530

Signature of
Role Plan administrator
Date 2015-07-30
Name of individual signing CHRISTINA BERARDI
NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 2013 270339461 2014-10-02 NEW YORK WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 522220
Sponsor’s telephone number 5163424101
Plan sponsor’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530

Signature of
Role Plan administrator
Date 2014-10-02
Name of individual signing CHRISTINA BERARDI
NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 2012 270339461 2013-05-23 NEW YORK WEALTH MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 522220
Sponsor’s telephone number 5163424101
Plan sponsor’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530

Signature of
Role Plan administrator
Date 2013-05-23
Name of individual signing CHRISTINA BERARDI
NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 2011 270339461 2012-06-14 NEW YORK WEALTH MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 522220
Sponsor’s telephone number 5163424101
Plan sponsor’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530

Plan administrator’s name and address
Administrator’s EIN 270339461
Plan administrator’s name NEW YORK WEALTH MANAGEMENT, LLC
Plan administrator’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530
Administrator’s telephone number 5163424101

Signature of
Role Plan administrator
Date 2012-06-14
Name of individual signing CHRISTINA BERARDI
Role Employer/plan sponsor
Date 2012-06-14
Name of individual signing CHRISTINA BERARDI
NEW YORK WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 2010 270339461 2011-09-29 NEW YORK WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 522220
Sponsor’s telephone number 5163424101
Plan sponsor’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530

Plan administrator’s name and address
Administrator’s EIN 270339461
Plan administrator’s name NEW YORK WEALTH MANAGEMENT, LLC
Plan administrator’s address 401 FRANKLIN AVENUE, SUITE 320, GARDEN CITY, NY, 11530
Administrator’s telephone number 5163424101

Signature of
Role Plan administrator
Date 2011-09-29
Name of individual signing CHRISTINA BERARDI
Role Employer/plan sponsor
Date 2011-09-29
Name of individual signing CHRISTINA BERARDI

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent ATTN GLENN FISCHER, 401 FRANKLIN AVFE STE 320, GARDEN CITY, NY, United States, 11530

History

Start date End date Type Value
2009-06-08 2011-06-23 Address 47 COLONIAL PARKWAY, MANHASSET, NY, 11030, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
151215006060 2015-12-15 BIENNIAL STATEMENT 2015-06-01
130611006334 2013-06-11 BIENNIAL STATEMENT 2013-06-01
110623002508 2011-06-23 BIENNIAL STATEMENT 2011-06-01
090818000259 2009-08-18 CERTIFICATE OF AMENDMENT 2009-08-18
090814000586 2009-08-14 CERTIFICATE OF PUBLICATION 2009-08-14
090608000639 2009-06-08 ARTICLES OF ORGANIZATION 2009-06-08

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Related by address

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Date of last update: 17 Jan 2025

Sources: New York Secretary of State

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