Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. New York
    4. ›
  4. 10005
    5. ›
  5. UPPER WEST STRATEGIES, LLC

UPPER WEST STRATEGIES, LLC

Company Details

Name: UPPER WEST STRATEGIES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 20 Feb 2013 (12 years ago)
Entity Number: 4363084
ZIP code: 10005
County: New York
Place of Formation: New York
Address: ATTN: WENDY STRYKER, ESQ., 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

Contact Details

Phone +1 917-727-3833

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
LSF7QD8K7KC3 2024-06-08 317 W 103RD ST, APT 1, NEW YORK, NY, 10025, 4486, USA 317 W 103RD ST APT BF, NEW YORK, NY, 10025, 4486, USA

Business Information
URL upperweststrategies.com
Congressional District 12
State/Country of Incorporation NY, USA
Activation Date 2023-06-13
Initial Registration Date 2020-09-24
Entity Start Date 2013-02-20
Fiscal Year End Close Date Dec 31

Points of Contacts
Electronic Business
Title PRIMARY POC
Name RICHARD ROBBINS
Address 317 W 103RD ST APT BF, NEW YORK, NY, 10025, USA
Government Business
Title PRIMARY POC
Name RICHARD ROBBINS
Address 317 W 103RD ST APT BF, NEW YORK, NY, 10025, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UPPER WEST STRATEGIES 401(K) PLAN 2023 462090770 2024-05-07 UPPER WEST STRATEGIES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6466578802
Plan sponsor’s address 317 WEST 103RD STREET, APARTMENT 1, NEW YORK, NY, 10025

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-05-07
Name of individual signing QIAN LIU
UPPER WEST STRATEGIES 401(K) PLAN 2022 462090770 2023-05-26 UPPER WEST STRATEGIES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6466578802
Plan sponsor’s address 317 WEST 103RD STREET, APARTMENT 1, NEW YORK, NY, 10025

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-05-26
Name of individual signing CHRISTINE RIMER
UPPER WEST STRATEGIES 401(K) PLAN 2021 462090770 2022-09-18 UPPER WEST STRATEGIES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 6466578802
Plan sponsor’s address 317 WEST 103RD STREET, APARTMENT 1, NEW YORK, NY, 10025

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-09-18
Name of individual signing CHRISTINE RIMER
UPPER WEST STRATEGIES 401(K) PLAN 2020 462090770 2021-07-13 UPPER WEST STRATEGIES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Plan sponsor’s address 317 W 103RD ST, APARTMENT 1, NEW YORK, NY, 10025

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing CAROL HO
UPPER WEST STRATEGIES 401(K) PLAN 2019 462090770 2020-05-20 UPPER WEST STRATEGIES LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Plan sponsor’s address 317 W 103RD ST, APARTMENT 1, NEW YORK, NY, 10025

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-05-19
Name of individual signing CAROL HO

DOS Process Agent

Name Role Address
UPPER WEST STRATEGIES, LLC C/O FRANKFURT KURNIT KLEIN & SELZ DOS Process Agent ATTN: WENDY STRYKER, ESQ., 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

History

Start date End date Type Value
2021-02-04 2024-05-31 Address ATTN: WENDY STRYKER, ESQ., 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2013-02-20 2021-02-04 Address ATTN: WENDY STRYKER, ESQ., 488 MADISON AVENUE, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240531003621 2024-05-31 BIENNIAL STATEMENT 2024-05-31
210204060299 2021-02-04 BIENNIAL STATEMENT 2021-02-01
190213060233 2019-02-13 BIENNIAL STATEMENT 2019-02-01
170801007532 2017-08-01 BIENNIAL STATEMENT 2017-02-01
130220001083 2013-02-20 ARTICLES OF ORGANIZATION 2013-02-20

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 bizyork.com, Part of Big Data Integrated