| Name: | KL WEALTH STRATEGIES LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 20 Apr 2017 (8 years ago) |
| Entity Number: | 5123062 |
| ZIP code: | 12207 |
| County: | Suffolk |
| Place of Formation: | New York |
| Address: | 54 STATE STREET, STE 804, ALBANY, NY, United States, 12207 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPIN-OFF TERMINATION PLAN FOR KL WEALTH STRATEGIES LLC | 2021 | 821267149 | 2022-09-15 | KL WEALTH STRATEGIES LLC | 2 | |||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2022-09-15 |
| Name of individual signing | SHERYL SOUTHWICK |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-12-31 |
| Business code | 541214 |
| Sponsor’s telephone number | 6317276380 |
| Plan sponsor’s address | 554 EAST MAIN STREET, SUITE 1, RIVERHEAD, NY, 11901 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-26 |
| Name of individual signing | SHERYL SOUTHWICK |
| Name | Role | Address |
|---|---|---|
| REPUBLIC REGISTERED AGENT SERVICES INC. | Agent | 54 STATE STREET, STE 804, ALBANY, NY, 12207 |
| Name | Role | Address |
|---|---|---|
| REPUBLIC REGISTERED AGENT SERVICES INC. | DOS Process Agent | 54 STATE STREET, STE 804, ALBANY, NY, United States, 12207 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2023-04-11 | 2024-05-28 | Address | 1967 WEHRLE DR, STE 1 #086, BUFFALO, NY, 14221, USA (Type of address: Registered Agent) |
| 2023-04-11 | 2024-05-28 | Address | 1967 WEHRLE DR, STE 1 #086, BUFFALO, NY, 14221, USA (Type of address: Service of Process) |
| 2017-04-20 | 2023-04-11 | Address | 1967 WEHRLE DR, STE 1 #086, BUFFALO, NY, 14221, USA (Type of address: Registered Agent) |
| 2017-04-20 | 2023-04-11 | Address | 1967 WEHRLE DR, STE 1 #086, BUFFALO, NY, 14221, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240528002821 | 2024-05-24 | CERTIFICATE OF CHANGE BY ENTITY | 2024-05-24 |
| 230411001765 | 2023-04-11 | BIENNIAL STATEMENT | 2023-04-01 |
| 210420060044 | 2021-04-20 | BIENNIAL STATEMENT | 2021-04-01 |
| 190426060173 | 2019-04-26 | BIENNIAL STATEMENT | 2019-04-01 |
| 170810000450 | 2017-08-10 | CERTIFICATE OF PUBLICATION | 2017-08-10 |
| 170420010285 | 2017-04-20 | ARTICLES OF ORGANIZATION | 2017-04-20 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 8139247008 | 2020-04-08 | 0235 | PPP | 209 West Main Street Suite 201, RIVERHEAD, NY, 11901-2828 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 07 Mar 2025
Sources: New York Secretary of State
