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  5. THE CHOICE GROUP WEALTH MANAGEMENT LLC

THE CHOICE GROUP WEALTH MANAGEMENT LLC

Company Details

Name: THE CHOICE GROUP WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 May 2017 (8 years ago)
Entity Number: 5132687
ZIP code: 11751
County: Suffolk
Place of Formation: New York
Address: 85 SAINT MARKS LANE, ISLIP, NY, United States, 11751

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE CHOICE GROUP WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2023 821461750 2024-11-06 THE CHOICE GROUP WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6313868132
Plan sponsor’s address 105 MAXESS ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2024-11-06
Name of individual signing MICHAEL ISRAEL
Valid signature Filed with authorized/valid electronic signature
THE CHOICE GROUP WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2023 821461750 2024-03-11 THE CHOICE GROUP WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6313868132
Plan sponsor’s address 105 MAXESS ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2024-03-11
Name of individual signing MICHAEL ISRAEL
THE CHOICE GROUP WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2022 821461750 2023-05-23 THE CHOICE GROUP WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6313868132
Plan sponsor’s address 105 MAXESS ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2023-05-23
Name of individual signing MICHAEL ISRAEL
THE CHOICE GROUP WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2021 821461750 2022-06-28 THE CHOICE GROUP WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6313868132
Plan sponsor’s address 105 MAXESS ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2022-06-28
Name of individual signing MICHAEL ISRAEL
THE CHOICE GROUP WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2020 821461750 2021-06-18 THE CHOICE GROUP WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6313868132
Plan sponsor’s address 105 MAXESS ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2021-06-18
Name of individual signing MICHAEL ISRAEL
THE CHOICE GROUP WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2019 821461750 2020-07-22 THE CHOICE GROUP WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6313868132
Plan sponsor’s address 105 MAXESS ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing MICHAEL ISRAEL
THE CHOICE GROUP WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2018 821461750 2019-07-03 THE CHOICE GROUP WEALTH MANAGEMENT, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 6313868132
Plan sponsor’s address 105 MAXESS ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2019-07-03
Name of individual signing MICHAEL ISRAEL

DOS Process Agent

Name Role Address
BRYCE WILINSKI DOS Process Agent 85 SAINT MARKS LANE, ISLIP, NY, United States, 11751

History

Start date End date Type Value
2023-03-14 2023-05-08 Address 85 SAINT MARKS LANE, ISLIP, NY, 11751, USA (Type of address: Service of Process)
2017-05-08 2023-03-14 Address 85 SAINT MARKS LANE, ISLIP, NY, 11751, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230508001436 2023-05-08 BIENNIAL STATEMENT 2023-05-01
230314001248 2023-03-14 BIENNIAL STATEMENT 2021-05-01
170731000320 2017-07-31 CERTIFICATE OF PUBLICATION 2017-07-31
170508000129 2017-05-08 ARTICLES OF ORGANIZATION 2017-05-08

Related by officers

BRYCE WILINSKI

BRYCE WILINSKI, LLC

Related by address

No related companies by address

Date of last update: 27 Dec 2024

Sources: New York Secretary of State

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