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WELL BALANCED LLC

Company Details

Name: WELL BALANCED LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 27 Oct 2017 (7 years ago)
Entity Number: 5225230
ZIP code: 12207
County: Orange
Place of Formation: New York
Address: 54 STATE STREET, STE 804, ALBANY, NY, United States, 12207

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WELL BALANCED LLC 401(K) PLAN 2023 823230557 2024-07-22 WELL BALANCED LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 621900
Sponsor’s telephone number 8455621210
Plan sponsor’s address 815 BLOOMING GROVE, SUITE 400, NEW WINDSOR, NY, 10950

Signature of

Role Plan administrator
Date 2024-07-22
Name of individual signing CHRIS HORNE

DOS Process Agent

Name Role Address
the llc DOS Process Agent 54 STATE STREET, STE 804, ALBANY, NY, United States, 12207

Agent

Name Role Address
REPUBLIC REGISTERED AGENT SERVICES INC. Agent 54 STATE STREET, STE 804, ALBANY, NY, 12207

History

Start date End date Type Value
2017-10-27 2024-02-02 Address 1967 WEHRLE DRIVE, SUITE 1 #086, BUFFALO, NY, 14221, USA (Type of address: Registered Agent)
2017-10-27 2024-02-02 Address 1967 WEHRLE DRIVE, SUITE 1 #086, BUFFALO, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240202004254 2024-01-15 CERTIFICATE OF CHANGE BY ENTITY 2024-01-15
171027010160 2017-10-27 ARTICLES OF ORGANIZATION 2017-10-27

Date of last update: 24 Mar 2025

Sources: New York Secretary of State