Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. New York
    4. ›
  4. 10005
    5. ›
  5. MOUNT STREET PORTFOLIO ADVISERS LLC

MOUNT STREET PORTFOLIO ADVISERS LLC

Company Details

Name: MOUNT STREET PORTFOLIO ADVISERS LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 21 Apr 2014 (11 years ago)
Entity Number: 4564518
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY ST., NEW YORK, NY, United States, 10005

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MOUNT STREET PORTFOLIO ADVISERS LLC 401(K) PROFIT SHARING PLAN 2023 465233766 2024-05-10 MOUNT STREET PORTFOLIO ADVISERS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2128526012
Plan sponsor’s address 3 COLUMBUS CIRCLE,15TH FLOOR, SUITE 1535, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2024-05-10
Name of individual signing CHRISTA SIMPSON-WONG
MOUNT STREET PORTFOLIO ADVISERS LLC 401(K) PROFIT SHARING PLAN 2022 465233766 2023-04-06 MOUNT STREET PORTFOLIO ADVISERS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 9174127824
Plan sponsor’s address 3 COLUMBUS CIRCLE,15TH FLOOR, SUITE 1535, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2023-04-06
Name of individual signing CHRISTA SIMPSON-WONG
MOUNT STREET PORTFOLIO ADVISERS LLC 401(K) PROFIT SHARING PLAN 2021 465233766 2022-07-18 MOUNT STREET PORTFOLIO ADVISERS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 9174127824
Plan sponsor’s address 3 COLUMBUS CIRCLE, 15TH FLOOR, NEW YORK, NY, 10019

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing CHRISTA SIMPSON-WONG
MOUNT STREET PORTFOLIO ADVISERS LLC 401(K) PROFIT SHARING PLAN 2020 465233766 2021-05-04 MOUNT STREET PORTFOLIO ADVISERS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2128526012
Plan sponsor’s address 44 WALL STREET, SUITE 905, NEW YORK, NY, 10005

Signature of
Role Plan administrator
Date 2021-05-04
Name of individual signing CHRISTA SIMPSON-WONG
MOUNT STREET PORTFOLIO ADVISERS LLC 401(K) PROFIT SHARING PLAN 2019 465233766 2020-09-03 MOUNT STREET PORTFOLIO ADVISERS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2128526012
Plan sponsor’s address 44 WALL STREET, SUITE 905, NEW YORK, NY, 10005

Signature of
Role Plan administrator
Date 2020-09-03
Name of individual signing CHRISTA SIMPSON-WONG
MOUNT STREET PORTFOLIO ADVISERS LLC 401(K) PROFIT SHARING PLAN 2018 465233766 2019-04-23 MOUNT STREET PORTFOLIO ADVISERS LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2128526012
Plan sponsor’s address 44 WALL STREET, SUITE 905, NEW YORK, NY, 10005

Signature of
Role Plan administrator
Date 2019-04-23
Name of individual signing CHRISTA SIMPSON-WONG
MOUNT STREET PORTFOLIO ADVISERS LLC 401(K) PROFIT SHARING PLAN 2017 465233766 2018-07-03 MOUNT STREET PORTFOLIO ADVISERS LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2128526012
Plan sponsor’s address 44 WALL STREET, SUITE 905, NEW YORK, NY, 10005

Signature of
Role Plan administrator
Date 2018-07-03
Name of individual signing DAVID PASCUAL

DOS Process Agent

Name Role Address
C T CORPORATION SYSTEM DOS Process Agent 28 LIBERTY ST., NEW YORK, NY, United States, 10005

History

Start date End date Type Value
2014-04-21 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
SR-67342 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28
171115000287 2017-11-15 CERTIFICATE OF AMENDMENT 2017-11-15
160418006069 2016-04-18 BIENNIAL STATEMENT 2016-04-01
140624000485 2014-06-24 CERTIFICATE OF PUBLICATION 2014-06-24
140421000154 2014-04-21 APPLICATION OF AUTHORITY 2014-04-21

Related by officers

C T CORPORATION SYSTEM

BOFA MERRILL LYNCH ASSET HOLDINGS, INC. " 21" BRANDS, INC. "ADP TOTALSOURCE SERVICES, INC." ARLON GROUP LLC "LA COMUNIDAD" CORPORATION "TREND LABORATORIES, INC." PRET 485 LEXINGTON, INC. (800) 777-CLUB. ++INTEGRATED TACTICS, LLC

Related by address

28 LIBERTY ST., NEW YORK, NY, United States, 10005

BOFA MERRILL LYNCH ASSET HOLDINGS, INC. " 21" BRANDS, INC. "DISTRICT ENERGY MIDWEST SUB LLC" "TREND LABORATORIES, INC." $MART CLUB, LLC 'SUP MAGAZINE INC. (212) VENTURES, LLC (800) 777-CLUB. (DIS)ABLED VISIONARIES, INC. ++INTEGRATED TACTICS, LLC

Date of last update: 01 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