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WEALTH ADVISORY LTD.

Company Details

Name: WEALTH ADVISORY LTD.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 25 Aug 2017 (8 years ago)
Entity Number: 5192775
ZIP code: 11747
County: Suffolk
Place of Formation: New York
Address: 175 BROADHOLLOW ROAD, MELVILLE, NY, United States, 11747

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH ADVISORY LTD. 401(K) PLAN 2023 822614022 2024-08-15 WEALTH ADVISORY LTD. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5163643390
Plan sponsor’s address C/O SCOTT SANDERS CPA PC, 88 FROEHLICH FARM BLVD., 3RD FLOOR, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2024-08-15
Name of individual signing SCOTT SANDERS
WEALTH ADVISORY LTD. 401(K) PLAN 2022 822614022 2023-05-01 WEALTH ADVISORY LTD. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5163643390
Plan sponsor’s address C/O GETTRY MARCUS CPA, P.C., 88 FROEHLICH FARM BLVD., 3RD FLOOR, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2023-05-01
Name of individual signing SCOTT SANDERS
WEALTH ADVISORY LTD. 401(K) PLAN 2021 822614022 2022-05-17 WEALTH ADVISORY LTD. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5163643390
Plan sponsor’s address C/O GETTRY MARCUS CPA, P.C., 88 FROEHLICH FARM BLVD., 3RD FLOOR, WOODBURY, NY, 11797
WEALTH ADVISORY LTD. 401(K) PLAN 2020 822614022 2021-08-26 WEALTH ADVISORY LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5163643390
Plan sponsor’s address C/O GETTRY MARCUS CPA, P.C., 88 FROEHLICH FARM BLVD., 3RD FLOOR, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2021-08-26
Name of individual signing SCOTT SANDERS
WEALTH ADVISORY LTD. 401(K) PLAN 2019 822614022 2020-09-10 WEALTH ADVISORY LTD. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5163643390
Plan sponsor’s address C/O GETTRY MARCUS CPA, P.C., 88 FROEHLICH FARM BLVD., 3RD FLOOR, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2020-09-10
Name of individual signing SCOTT SANDERS
WEALTH ADVISORY LTD. 401(K) PLAN 2018 822614022 2019-09-12 WEALTH ADVISORY LTD. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5163643390
Plan sponsor’s address C/O GETTRY MARCUS CPA, P.C., 88 FROEHLICH FARM BLVD., 3RD FLOOR, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2019-09-12
Name of individual signing SCOTT SANDERS
WEALTH ADVISORY LTD. 401(K) PLAN 2017 822614022 2018-02-23 WEALTH ADVISORY LTD. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5163643390
Plan sponsor’s address C/O GETTRY MARCUS CPA, P.C., 88 FROEHLICH FARM BLVD., 3RD FLOOR, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2018-02-23
Name of individual signing SCOTT SANDERS

DOS Process Agent

Name Role Address
WEALTH ADVISORY LTD. DOS Process Agent 175 BROADHOLLOW ROAD, MELVILLE, NY, United States, 11747

Filings

Filing Number Date Filed Type Effective Date
170825010383 2017-08-25 CERTIFICATE OF INCORPORATION 2017-08-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7125837710 2020-05-01 0235 PPP 88 FROEHLICH FARM BLVD 88 FROEHLICH FARM BLVD STE 300, WOODBURY, NY, 11797-2944
Loan Status Date 2021-07-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 13037
Loan Approval Amount (current) 13037
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address WOODBURY, NASSAU, NY, 11797-2944
Project Congressional District NY-03
Number of Employees 2
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 13157.37
Forgiveness Paid Date 2021-04-08

Date of last update: 24 Mar 2025

Sources: New York Secretary of State