| Name: | ASCENT WEALTH PARTNERS, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 04 Aug 2011 (13 years ago) |
| Entity Number: | 4126614 |
| ZIP code: | 13413 |
| County: | Oneida |
| Place of Formation: | New York |
| Address: | 89 GENESEE ST., NEW HARTFORD, NY, United States, 13413 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1546865 | 89 GENESEE STREET, NEW HARTFORD, NY, 13413 | 89 GENESEE STREET, NEW HARTFORD, NY, 13413 | 315-624-7300 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2024-10-31 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-13
| Form type | N-PX |
| File number | 028-19148 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-31
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2024-07-31 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-01
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2024-05-01 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-22
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2024-01-22 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-20
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2023-10-20 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-04
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2023-08-04 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-25
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2023-04-25 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-02
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2023-02-02 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-14
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2022-11-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-10
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2022-08-10 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-02
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2022-05-02 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-27
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2022-01-27 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-01
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2021-11-01 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-30
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2021-07-30 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-26
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2021-04-26 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-02
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2021-02-02 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-22
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2020-10-22 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2020-07-21 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-29
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2020-04-29 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-29
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2020-01-29 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-22
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-10-22 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-22
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-22 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2019-08-22
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-22 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-08-21 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2019-07-30
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-07-30 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-13
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-05-13 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-13
| Form type | 13F-HR |
| File number | 028-19148 |
| Filing date | 2019-02-13 |
| Reporting date | 2018-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASCENT WEALTH PARTNERS, LLC PROFIT SHARING PLAN | 2023 | 452910003 | 2024-09-24 | ASCENT WEALTH PARTNERS, LLC | 12 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-09-24 |
| Name of individual signing | MARTIN E. MOSHIER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3156247300 |
| Plan sponsor’s address | 89 GENESEE STREET, NEW HARTFORD, NY, 134132336 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-19 |
| Name of individual signing | MARTIN E. MOSHIER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3156247300 |
| Plan sponsor’s address | 89 GENESEE STREET, NEW HARTFORD, NY, 134132336 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-02 |
| Name of individual signing | MARTIN E. MOSHIER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3156247300 |
| Plan sponsor’s address | 89 GENESEE STREET, NEW HARTFORD, NY, 134132336 |
Signature of
| Role | Plan administrator |
| Date | 2021-05-11 |
| Name of individual signing | MARTIN E. MOSHIER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3156247300 |
| Plan sponsor’s address | 89 GENESEE STREET, NEW HARTFORD, NY, 134132336 |
Signature of
| Role | Plan administrator |
| Date | 2020-08-05 |
| Name of individual signing | MARTIN E. MOSHIER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3156243700 |
| Plan sponsor’s address | 89 GENESEE STREET, NEW HARTFORD, NY, 134132336 |
Signature of
| Role | Plan administrator |
| Date | 2019-06-20 |
| Name of individual signing | MARTIN E. MOSHIER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3156243700 |
| Plan sponsor’s address | 89 GENESEE STREET, NEW HARTFORD, NY, 134132336 |
Signature of
| Role | Plan administrator |
| Date | 2018-05-28 |
| Name of individual signing | MARTIN E. MOSHIER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3156243700 |
| Plan sponsor’s address | 89 GENESEE STREET, NEW HARTFORD, NY, 134132336 |
Signature of
| Role | Plan administrator |
| Date | 2017-05-31 |
| Name of individual signing | MARTIN E. MOSHIER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3156243700 |
| Plan sponsor’s address | 122 BUSINESS PARK DRIVE, SUITE 5, UTICA, NY, 135026321 |
Signature of
| Role | Plan administrator |
| Date | 2016-05-10 |
| Name of individual signing | MARTIN E. MOSHIER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3156243700 |
| Plan sponsor’s address | 122 BUSINESS PARK DRIVE, SUITE 5, UTICA, NY, 135026321 |
Signature of
| Role | Plan administrator |
| Date | 2015-08-18 |
| Name of individual signing | MARTIN E. MOSHIER |
| Name | Role | Address |
|---|---|---|
| ASCENT WEALTH PARTNERS, LLC | DOS Process Agent | 89 GENESEE ST., NEW HARTFORD, NY, United States, 13413 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2017-08-31 | 2024-08-09 | Address | 89 GENESEE ST., NEW HARTFORD, NY, 13413, USA (Type of address: Service of Process) |
| 2013-08-27 | 2017-08-31 | Address | 122 BUSINESS PARK DR, UTICA, NY, 13502, USA (Type of address: Service of Process) |
| 2011-08-04 | 2013-08-27 | Address | 185 GENESEE STREET,, 12TH FLOOR, UTICA, NY, 13501, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240809000991 | 2024-08-09 | BIENNIAL STATEMENT | 2024-08-09 |
| 191003060593 | 2019-10-03 | BIENNIAL STATEMENT | 2019-08-01 |
| 170831006036 | 2017-08-31 | BIENNIAL STATEMENT | 2017-08-01 |
| 150901006227 | 2015-09-01 | BIENNIAL STATEMENT | 2015-08-01 |
| 130827006167 | 2013-08-27 | BIENNIAL STATEMENT | 2013-08-01 |
| 111115000455 | 2011-11-15 | CERTIFICATE OF PUBLICATION | 2011-11-15 |
| 110831000566 | 2011-08-31 | CERTIFICATE OF AMENDMENT | 2011-08-31 |
| 110804000432 | 2011-08-04 | ARTICLES OF ORGANIZATION | 2011-08-04 |
Date of last update: 29 Dec 2024
Sources: New York Secretary of State
