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THE FINANCIAL GUYS INSURANCE AGENCY, LLC

Company Details

Name: THE FINANCIAL GUYS INSURANCE AGENCY, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Aug 2017 (7 years ago)
Entity Number: 5186854
ZIP code: 14221
County: Erie
Place of Formation: New York
Address: 305 SPINDRIFT DR, WILLIAMSVILLE, NY, United States, 14221

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE FINANCIAL GUYS CASH BALANCE PENSION PLAN 2023 822514946 2024-10-08 THE FINANCIAL GUYS INSURANCE AGENCY, LLC 26
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Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 525100
Sponsor’s telephone number 7166331515
Plan sponsor’s address 305 SPINDRIFT DRIVE, WILLIAMSVILLE, NY, 14221
THE FINANCIAL GUYS CASH BALANCE PENSION PLAN 2022 822514946 2023-07-31 THE FINANCIAL GUYS INSURANCE AGENCY, LLC 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 525100
Sponsor’s telephone number 7166331515
Plan sponsor’s address 305 SPINDRIFT DRIVE, WILLIAMSVILLE, NY, 14221

DOS Process Agent

Name Role Address
THE FINANCIAL GUYS INSURANCE AGENCY, LLC DOS Process Agent 305 SPINDRIFT DR, WILLIAMSVILLE, NY, United States, 14221

History

Start date End date Type Value
2017-08-15 2019-08-06 Address 6631 MAIN STREET, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190806061032 2019-08-06 BIENNIAL STATEMENT 2019-08-01
171110000560 2017-11-10 CERTIFICATE OF PUBLICATION 2017-11-10
170815000616 2017-08-15 ARTICLES OF ORGANIZATION 2017-08-15

Date of last update: 13 Jan 2025

Sources: New York Secretary of State