| Name: | BLUE OCEAN WEALTH SOLUTIONS, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 14 Jul 2017 (8 years ago) |
| Entity Number: | 5170032 |
| ZIP code: | 11803 |
| County: | Nassau |
| Place of Formation: | New York |
| Address: | 83 SAGAMORE DRIVE, PLAINVIEW, NY, United States, 11803 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLUE OCEAN WEALTH SOLUTIONS, LLC RETIREMENT SAVING | 2021 | 822154365 | 2022-11-29 | BLUE OCEAN WEALTH SOLUTIONS, LLC | 14 | |||||||||||||||||||||||||||||
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| BLUE OCEAN WEALTH SOLUTIONS, LLC | 2021 | 822154365 | 2022-11-29 | BLUE OCEAN WEALTH SOLUTIONS, LLC | 14 | |||||||||||||||||||||||||||||
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| BLUE OCEAN WEALTH SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | 2021 | 822154365 | 2022-10-04 | BLUE OCEAN WEALTH SOLUTIONS, LLC | 17 | |||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2022-10-04 |
| Name of individual signing | HINES, KIM |
| Role | Employer/plan sponsor |
| Date | 2022-10-04 |
| Name of individual signing | KIM HINES |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-11-01 |
| Business code | 525100 |
| Sponsor’s telephone number | 5166867220 |
| Plan sponsor’s address | 2200 NORTHERN BLVD SUITE 200, EAST HILLS, NY, 11548 |
Signature of
| Role | Plan administrator |
| Date | 2021-10-05 |
| Name of individual signing | HINES, KIM |
| Name | Role | Address |
|---|---|---|
| FRANK SCALESE | DOS Process Agent | 83 SAGAMORE DRIVE, PLAINVIEW, NY, United States, 11803 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2017-07-14 | 2024-07-05 | Address | 83 SAGAMORE DRIVE, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240705000756 | 2024-07-05 | BIENNIAL STATEMENT | 2024-07-05 |
| 171016000940 | 2017-10-16 | CERTIFICATE OF PUBLICATION | 2017-10-16 |
| 170714000154 | 2017-07-14 | ARTICLES OF ORGANIZATION | 2017-07-14 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1280188606 | 2021-03-13 | 0235 | PPS | 2200 Northern Blvd Ste 200, Greenvale, NY, 11548-1220 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2682597710 | 2020-05-01 | 0235 | PPP | 2200 NORTHERN BLVD STE 200, GREENVALE, NY, 11548 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 24 Mar 2025
Sources: New York Secretary of State
