| Name: | LIFETIME WEALTH MANAGEMENT GROUP, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BUSINESS CORPORATION |
| Status: | Active |
| Date of registration: | 25 Jan 2011 (14 years ago) |
| Entity Number: | 4046783 |
| ZIP code: | 14225 |
| County: | Erie |
| Place of Formation: | New York |
| Address: | 2562 WALDEN AVE, SUITE 101, CHEEKTOWAGA, NY, United States, 14225 |
| Principal Address: | 2562 WALDEN AVE., SUITE 101, CHEEKTOWAGA, NY, United States, 14225 |
Shares Details
Shares issued 200
Share Par Value 0
Type NO PAR VALUE
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LIFETIME WEALTH MANAGEMENT GROUP 401(K) P/S PLAN | 2014 | 274517661 | 2015-08-24 | LIFETIME WEALTH MANAGEMENT GROUP, INC. | 2 | |||||||||||||||||||||||||||||
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| Administrator’s EIN | 274517661 |
| Plan administrator’s name | LIFETIME WEALTH MANAGEMENT GROUP, INC. |
| Plan administrator’s address | 2562 WALDEN AVE., SUITE 101, CHEEKTOWAGA, NY, 14225 |
| Administrator’s telephone number | 7166510325 |
Signature of
| Role | Plan administrator |
| Date | 2015-08-24 |
| Name of individual signing | ROBERT ERVOLINA |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 7166510325 |
| Plan sponsor’s address | 2562 WALDEN AVE., SUITE 101, CHEEKTOWAGA, NY, 14225 |
Plan administrator’s name and address
| Administrator’s EIN | 274517661 |
| Plan administrator’s name | LIFETIME WEALTH MANAGEMENT GROUP, INC. |
| Plan administrator’s address | 2562 WALDEN AVE., SUITE 101, CHEEKTOWAGA, NY, 14225 |
| Administrator’s telephone number | 7166510325 |
Signature of
| Role | Plan administrator |
| Date | 2014-07-01 |
| Name of individual signing | ROBERT ERVOLINA |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 7166510325 |
| Plan sponsor’s address | 2562 WALDEN AVE., SUITE 101, CHEEKTOWAGA, NY, 14225 |
Plan administrator’s name and address
| Administrator’s EIN | 274517661 |
| Plan administrator’s name | LIFETIME WEALTH MANAGEMENT GROUP, INC. |
| Plan administrator’s address | 2562 WALDEN AVE., SUITE 101, CHEEKTOWAGA, NY, 14225 |
| Administrator’s telephone number | 7166510325 |
Signature of
| Role | Plan administrator |
| Date | 2013-05-25 |
| Name of individual signing | ROBERT ERVOLINA |
| Name | Role | Address |
|---|---|---|
| LIFETIME WEALTH MANAGEMENT GROUP, INC. | DOS Process Agent | 2562 WALDEN AVE, SUITE 101, CHEEKTOWAGA, NY, United States, 14225 |
| Name | Role | Address |
|---|---|---|
| ROBERT ERVOLINA | Chief Executive Officer | 2562 WALDEN AVE., SUITE 101, CHEEKTOWAGA, NY, United States, 14225 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2011-01-25 | 2021-02-02 | Address | 2562 WALDEN AVENUE SUITE 101, CHEEKTOWAGA, NY, 14225, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 210202061255 | 2021-02-02 | BIENNIAL STATEMENT | 2021-01-01 |
| 130116006318 | 2013-01-16 | BIENNIAL STATEMENT | 2013-01-01 |
| 110125000837 | 2011-01-25 | CERTIFICATE OF INCORPORATION | 2011-01-25 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 3556837104 | 2020-04-11 | 0296 | PPP | 2562 Walden Ave, BUFFALO, NY, 14225-4738 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 27 Mar 2025
Sources: New York Secretary of State
