Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Suffolk
    4. ›
  4. 11777
    5. ›
  5. COASTLINE WEALTH MANAGEMENT, INC.

COASTLINE WEALTH MANAGEMENT, INC.

Company Details

Name: COASTLINE WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Inactive
Date of registration: 31 Jan 2014 (11 years ago)
Date of dissolution: 25 Sep 2024
Entity Number: 4522476
ZIP code: 11777
County: Suffolk
Place of Formation: New York
Address: 1303 Main Street, PORT JEFFERSON, NY, United States, 11777

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN 2023 464712205 2024-08-27 COASTLINE WEALTH MANAGEMENT, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6314731188
Plan sponsor’s address 1303 MAIN STREET, PORT JEFFERSON, NY, 11777
COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN 2022 464712205 2023-07-20 COASTLINE WEALTH MANAGEMENT, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6314731188
Plan sponsor’s address 1303 MAIN STREET, PORT JEFFERSON, NY, 11777
COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN 2021 464712205 2022-07-07 COASTLINE WEALTH MANAGEMENT, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6314731188
Plan sponsor’s address 414 MAIN STREET, SUITE 302, PORT JEFFERSON, NY, 11777
COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN 2020 464712205 2021-06-08 COASTLINE WEALTH MANAGEMENT, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6314731188
Plan sponsor’s address 1303 MAIN STREET, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2021-06-07
Name of individual signing CYNTHIA GRAUER
Role Employer/plan sponsor
Date 2021-06-07
Name of individual signing CYNTHIA GRAUER
COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN 2019 464712205 2020-06-30 COASTLINE WEALTH MANAGEMENT, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6314731188
Plan sponsor’s address 414 MAIN STREET, SUITE 302, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2020-06-30
Name of individual signing CYNTHIA GRAUER
Role Employer/plan sponsor
Date 2020-06-30
Name of individual signing CYNTHIA GRAUER
COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN 2018 464712205 2019-06-07 COASTLINE WEALTH MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6314731188
Plan sponsor’s address 414 MAIN STREET, SUITE 302, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2019-06-07
Name of individual signing CYNTHIA GRAUER
Role Employer/plan sponsor
Date 2019-06-07
Name of individual signing CYNTHIA GRAUER
COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN 2017 464712205 2018-06-19 COASTLINE WEALTH MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6314731188
Plan sponsor’s address 414 MAIN STREET, SUITE 302, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2018-06-19
Name of individual signing CYNTHIA GRAUER
COASTLINE WEALTH MANAGEMENT, INC. 401(K) PLAN 2016 464712205 2017-06-27 COASTLINE WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6314731188
Plan sponsor’s address 414 MAIN STREET, SUITE 302, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2017-06-26
Name of individual signing CYNTHIA GRAUER
COASTLINE WEALTH MANAGEMENT 401(K) PLAN 2015 464712205 2016-06-29 COASTLINE WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6314731188
Plan sponsor’s address 414 MAIN STREET, SUITE 302, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2016-06-29
Name of individual signing CYNTHIA GRAUER

DOS Process Agent

Name Role Address
COASTLINE WEALTH MANAGEMENT, INC. DOS Process Agent 1303 Main Street, PORT JEFFERSON, NY, United States, 11777

Chief Executive Officer

Name Role Address
GARRETT TAYLOR Chief Executive Officer 1303 MAIN STREET, PORT JEFFERSON, NY, United States, 11777

History

Start date End date Type Value
2024-01-09 2024-01-09 Address 414 MAIN ST SUITE 302, PORT JEFFERSON, NY, 11777, USA (Type of address: Chief Executive Officer)
2024-01-09 2024-01-23 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2024-01-09 2024-01-09 Address 1303 MAIN STREET, PORT JEFFERSON, NY, 11777, USA (Type of address: Chief Executive Officer)
2023-11-07 2024-01-09 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-11-06 2023-11-06 Address 414 MAIN ST SUITE 302, PORT JEFFERSON, NY, 11777, USA (Type of address: Chief Executive Officer)
2023-11-06 2024-01-09 Address 1303 MAIN STREET, PORT JEFFERSON, NY, 11777, USA (Type of address: Chief Executive Officer)
2023-11-06 2024-01-09 Address 414 MAIN ST SUITE 302, PORT JEFFERSON, NY, 11777, USA (Type of address: Chief Executive Officer)
2023-11-06 2024-01-09 Address 1303 Main Street, PORT JEFFERSON, NY, 11777, USA (Type of address: Service of Process)
2023-11-06 2023-11-06 Address 1303 MAIN STREET, PORT JEFFERSON, NY, 11777, USA (Type of address: Chief Executive Officer)
2023-11-06 2023-11-07 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
240925002058 2024-09-25 CERTIFICATE OF MERGER 2024-09-25
240109000660 2024-01-09 BIENNIAL STATEMENT 2024-01-09
231106000832 2023-11-06 BIENNIAL STATEMENT 2022-01-01
200909060379 2020-09-09 BIENNIAL STATEMENT 2020-01-01
180703007104 2018-07-03 BIENNIAL STATEMENT 2018-01-01
160512007460 2016-05-12 BIENNIAL STATEMENT 2016-01-01
140131000445 2014-01-31 CERTIFICATE OF INCORPORATION 2014-01-31

Related by officers

No related officers

Related by address

1303 Main Street, PORT JEFFERSON, NY, United States, 11777

COASTLINE HOLDINGS GROUP, LLC

Date of last update: 28 Dec 2024

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 bizyork.com, Part of Big Data Integrated