| Name: | ADVISORSMITH SOLUTIONS, INC. |
| Jurisdiction: | New York |
| Legal type: | FOREIGN BUSINESS CORPORATION |
| Status: | Inactive |
| Date of registration: | 14 Aug 2019 (5 years ago) |
| Date of dissolution: | 18 Jul 2022 |
| Entity Number: | 5603939 |
| ZIP code: | 10005 |
| County: | New York |
| Place of Formation: | Delaware |
| Address: | 99 WALL STREET SUITE 1802, NEW YORK, NY, United States, 10005 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVISORSMITH SOLUTIONS 401(K) PLAN | 2022 | 842275674 | 2023-01-10 | ADVISORSMITH SOLUTIONS, INC. | 2 | |||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-01-10 |
| Name of individual signing | CHRISTINE RIMER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8453790575 |
| Plan sponsor’s address | 99 WALL STREET, SUITE 1802, NEW YORK, NY, 10005 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-02 |
| Name of individual signing | CHRISTINE RIMER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8453790575 |
| Plan sponsor’s address | 99 WALL STREET, SUITE 1802, NEW YORK, NY, 10005 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-01 |
| Name of individual signing | CAROL HO |
| Name | Role | Address |
|---|---|---|
| ADVISORSMITH SOLUTIONS, INC. | DOS Process Agent | 99 WALL STREET SUITE 1802, NEW YORK, NY, United States, 10005 |
| Name | Role |
|---|---|
| REGISTERED AGENT REVOKED | Agent |
| Name | Role | Address |
|---|---|---|
| ADRIAN MAK | Chief Executive Officer | 99 WALL STREET SUITE 1802, NEW YORK, NY, United States, 10005 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2019-08-14 | 2022-07-19 | Address | 99 WALL STREET SUITE 1802, NEW YORK, NY, 10005, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 220719003206 | 2022-07-18 | CERTIFICATE OF TERMINATION | 2022-07-18 |
| 210802003275 | 2021-08-02 | BIENNIAL STATEMENT | 2021-08-02 |
| 190814000104 | 2019-08-14 | APPLICATION OF AUTHORITY | 2019-08-14 |
Date of last update: 12 Jan 2025
Sources: New York Secretary of State
