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  5. ARCADIA WEALTH MANAGEMENT, INC.

ARCADIA WEALTH MANAGEMENT, INC.

Company Details

Name: ARCADIA WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 21 Aug 2012 (13 years ago)
Entity Number: 4286419
ZIP code: 11787
County: Suffolk
Place of Formation: New York
Address: 10 EDGEWOOD AVENUE, SMITHTOWN, NY, United States, 11787

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Central Index Key

CIK number Mailing Address Business Address Phone
0002059339 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787 631-549-5400

Filings since 2025-03-06
Form type 13F-HR
File number 028-25439
Filing date 2025-03-06
Reporting date 2024-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2023 460847722 2024-10-14 ARCADIA WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing WALTER WISNIEWSKI
Valid signature Filed with authorized/valid electronic signature
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2022 460847722 2023-04-14 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2023-04-14
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2021 460847722 2022-07-20 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2022-07-20
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2020 460847722 2021-09-13 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2021-09-13
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2019 460847722 2020-07-14 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2018 460847722 2019-07-25 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2017 460847722 2018-09-11 ARCADIA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2018-09-11
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2016 460847722 2017-07-19 ARCADIA WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2017-07-19
Name of individual signing WALTER WISNIEWSKI
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2015 460847722 2016-10-14 ARCADIA WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787
ARCADIA WEALTH MANAGEMENT RETIREMENT PLAN 2014 460847722 2016-10-14 ARCADIA WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6315495400
Plan sponsor’s address 10 EDGEWOOD AVENUE, SMITHTOWN, NY, 11787

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 10 EDGEWOOD AVENUE, SMITHTOWN, NY, United States, 11787

Filings

Filing Number Date Filed Type Effective Date
120821001181 2012-08-21 CERTIFICATE OF INCORPORATION 2012-08-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6247707307 2020-04-30 0235 PPP 10 Edgewood Ave, SMITHTOWN, NY, 11787
Loan Status Date 2021-09-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 140600
Loan Approval Amount (current) 140600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SMITHTOWN, SUFFOLK, NY, 11787-0001
Project Congressional District NY-01
Number of Employees 5
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 142240.33
Forgiveness Paid Date 2021-08-05

Related by officers

THE CORPORATION

ARSHIA DESIGNS INC. AAA VACUUM CORP. ATLANTICA TELECOM, INC. MISTY SPORTSWEAR, INC. FAT JAMS ELECTRONICS INC. CROQUEMBOUCHE, INC. LONG BEACH PEDIATRIC GROUP, P.C. LAW OFFICES OF JOSEPH A. GRECO, P.C. TEREZ, INC. 732 CINNAMON BEACH INC.

Related by address

10 EDGEWOOD AVENUE, SMITHTOWN, NY, United States, 11787

ALEXANDERSON INC. PARAGON DIVORCE MANAGEMENT, LLC RICHDEV HOLDING CORP. LANCER FOOD SERVICE INC. BILL & GIL CONTRACTING INC. SAN-LYN SERVICES INC. NEW YORK LIFESTYLE LIMOUSINES LTD. ORINOCO AUTO SALES INC. D & M MARKETING INC.

Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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