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  5. GAVIN & DOLLIVER WEALTH MANAGEMENT LLC

GAVIN & DOLLIVER WEALTH MANAGEMENT LLC

Company Details

Name: GAVIN & DOLLIVER WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 06 Aug 2014 (10 years ago)
Entity Number: 4617656
ZIP code: 11228
County: Westchester
Place of Formation: New York
Address: 7014 13TH AVENUE, SUITE 202, BROOKLYN, NY, United States, 11228

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GAVIN & DOLLIVER WEALTH MANAGEMENT 401(K) RETIREMENT PLAN 2023 471550630 2024-09-18 GAVIN & DOLLIVER WEALTH MANAGEMENT LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9143736876
Plan sponsor’s address 2900 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577

Signature of
Role Plan administrator
Date 2024-09-18
Name of individual signing ROBERT DOLLIVER
Valid signature Filed with authorized/valid electronic signature
GAVIN & DOLLIVER WEALTH MANAGEMENT 401(K) RETIREMENT PLAN 2022 471550630 2023-10-11 GAVIN & DOLLIVER WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9143736876
Plan sponsor’s address 2900 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing ROBERT M. DOLLIVER, TRUSTEE
GAVIN & DOLLIVER WEALTH MANAGEMENT 401(K) RETIREMENT PLAN 2021 471550630 2022-07-28 GAVIN & DOLLIVER WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9143736876
Plan sponsor’s address 2900 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577

Signature of
Role Plan administrator
Date 2022-07-28
Name of individual signing ROBERT M. DOLLIVER, TRUSTEE
Role Employer/plan sponsor
Date 2022-07-28
Name of individual signing ROBERT M. DOLLIVER, PRINCIPAL
GAVIN & DOLLIVER WEALTH MANAGEMENT 401(K) RETIREMENT PLAN 2020 471550630 2021-07-26 GAVIN & DOLLIVER WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9143736876
Plan sponsor’s address 2900 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577

Signature of
Role Plan administrator
Date 2021-07-26
Name of individual signing ROBERT M. DOLLIVER, TRUSTEE
Role Employer/plan sponsor
Date 2021-07-26
Name of individual signing ROBERT M. DOLLIVER, PRINCIPAL
GAVIN & DOLLIVER WEALTH MANAGEMENT 401(K) RETIREMENT PLAN 2019 471550630 2020-07-20 GAVIN & DOLLIVER WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9143736876
Plan sponsor’s address 2900 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing ROBERT M. DOLLIVER, TRUSTEE
Role Employer/plan sponsor
Date 2020-07-20
Name of individual signing ROBERT M. DOLLIVER, PRINCIPAL
GAVIN & DOLLIVER WEALTH MANAGEMENT 401(K) RETIREMENT PLAN 2018 471550630 2019-06-17 GAVIN & DOLLIVER WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9143736876
Plan sponsor’s address 2900 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577

Signature of
Role Plan administrator
Date 2019-06-17
Name of individual signing ROBERT M. DOLLIVER, TRUSTEE
Role Employer/plan sponsor
Date 2019-06-17
Name of individual signing ROBERT M. DOLLIVER, PRINCIPAL
GAVIN & DOLLIVER WEALTH MANAGEMENT 401(K) RETIREMENT PLAN 2017 471550630 2018-07-31 GAVIN & DOLLIVER WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9143736876
Plan sponsor’s address 2900 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing ROBERT M. DOLLOVER, TRUSTEE
Role Employer/plan sponsor
Date 2018-07-31
Name of individual signing ROBERT M. DOLLOVER, PRINCIPAL

Agent

Name Role Address
UNITED STATES CORPORATION AGENTS, INC. Agent 7014 13TH AVENUE, SUITE 202, BROOKLYN, NY, 11228

DOS Process Agent

Name Role Address
C/O UNITED STATES CORPORATION AGENTS, INC. DOS Process Agent 7014 13TH AVENUE, SUITE 202, BROOKLYN, NY, United States, 11228

Filings

Filing Number Date Filed Type Effective Date
140806000291 2014-08-06 ARTICLES OF ORGANIZATION 2014-08-06

Related by officers

UNITED STATES CORPORATION AGENTS, INC.

"KING OF THE "WORLD" SIR BARRY K BALDWIN JR LLC "THIS IS THE WAY WALK IN IT" ISAIAH 30:21 INC. "WHAT'S UP SKYLIGHTS LLC #1 FOOD SPOT LLC #1 PREVALENT BRAND INC. #1 TAXI SERVICE, LLC #BAGTALKENT, LLC #BELLASTRONG INC. #REALNESS BY ALYMARIE, LLC #YKTV LLC

C/O UNITED STATES CORPORATION AGENTS, INC.

"DO ME A FAVOR" PARTY FAVORS & NOVELITIES LLC #1 TAXI SERVICE, LLC #HEALTHY IS IN, LLC #IKEBOY MUSIC GROUP LLC & TER MEER, LLC '90 TILL, LLC 0311 INVESTIGATIONS & SECURITY, LLC 07760 LLC 0X70, LLC 1 STOP SOURCE SUPPLIES, INC.

Related by address

7014 13TH AVENUE, SUITE 202, BROOKLYN, NY, United States, 11228

"WJ" MAC INCORPORATED #2THECOURTS, INC. #FILMS, LLC #HEALTHY IS IN, LLC #HELPTHEHUNGRY CORPORATION #IKEBOY MUSIC GROUP LLC #JUSTKEEPRUNNING, LLC #LOVE IT? GET IT!, LLC #REALNESS BY ALYMARIE, LLC #THECLASSICPLAYLISTFAM LLC

Date of last update: 01 Feb 2025

Sources: New York Secretary of State

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