| Name: | BEYOND WEALTH MANAGEMENT GROUP, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 07 Feb 2017 (8 years ago) |
| Entity Number: | 5081227 |
| ZIP code: | 12446 |
| County: | Ulster |
| Place of Formation: | New York |
| Address: | C/O CHRISTOPHER DROUIN, 5684 ROUTE 209, KERHONKSON, NY, United States, 12446 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEYOND WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN | 2023 | 820775838 | 2024-09-05 | BEYOND WEALTH MANAGEMENT GROUP, LLC | 4 | |||||||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-09-05 |
| Name of individual signing | SETH LARNER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-09-05 |
| Name of individual signing | SETH LARNER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8457506213 |
| Plan sponsor’s address | 101 MAIN STREET REAR BLDG, PO BOX 324, NEW PLATZ, NY, 12561 |
Plan administrator’s name and address
| Administrator’s EIN | 811939215 |
| Plan administrator’s name | COMPASS 360, LLC |
| Plan administrator’s address | 118 PORTSMOUTH AVENUE, SUITE D201, STRATHAM, NH, 03885 |
| Administrator’s telephone number | 6037789920 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-20 |
| Name of individual signing | SETH LARNER |
| Role | Employer/plan sponsor |
| Date | 2023-04-20 |
| Name of individual signing | SETH LARNER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8457506213 |
| Plan sponsor’s address | 101 MAIN STREET REAR BLDG, PO BOX 324, NEW PLATZ, NY, 12561 |
Plan administrator’s name and address
| Administrator’s EIN | 811939215 |
| Plan administrator’s name | COMPASS 360, LLC |
| Plan administrator’s address | 118 PORTSMOUTH AVE, SUITE D201, STRATHAM, NH, 03885 |
| Administrator’s telephone number | 6037789920 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-02 |
| Name of individual signing | SETH LARNER |
| Role | Employer/plan sponsor |
| Date | 2022-09-02 |
| Name of individual signing | SETH LARNER |
| Name | Role | Address |
|---|---|---|
| BEYOND WEALTH MANAGEMENT GROUP, LLC | DOS Process Agent | C/O CHRISTOPHER DROUIN, 5684 ROUTE 209, KERHONKSON, NY, United States, 12446 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2023-04-28 | 2025-02-03 | Address | C/O CHRISTOPHER DROUIN, 5684 ROUTE 209, KERHONKSON, NY, 12446, USA (Type of address: Service of Process) |
| 2017-02-07 | 2023-04-28 | Address | C/O CHRISTOPHER DROUIN, 5684 ROUTE 209, KERHONKSON, NY, 12446, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 250203005337 | 2025-02-03 | BIENNIAL STATEMENT | 2025-02-03 |
| 230428002041 | 2023-04-28 | BIENNIAL STATEMENT | 2023-02-01 |
| 170601000137 | 2017-06-01 | CERTIFICATE OF PUBLICATION | 2017-06-01 |
| 170207010128 | 2017-02-07 | ARTICLES OF ORGANIZATION | 2017-02-07 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1353557104 | 2020-04-10 | 0202 | PPP | 101 Main Street (P.O. Box 324), New Paltz, NY, 12561-0324 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 24 Mar 2025
Sources: New York Secretary of State
