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  5. PALUMBO WEALTH MANAGEMENT, LLC

PALUMBO WEALTH MANAGEMENT, LLC

Company Details

Name: PALUMBO WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Suspended
Date of registration: 07 Nov 2019 (5 years ago)
Entity Number: 5652275
ZIP code: 95833
County: New York
Place of Formation: New York
Address: 2804 GATEWAY OAKS DR. #100, SACRAMENTO, NY, United States, 95833

Central Index Key

CIK number Mailing Address Business Address Phone
1846310 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021 (516) 629-7536

Filings since 2024-10-28
Form type 13F-HR
File number 028-21248
Filing date 2024-10-28
Reporting date 2024-09-30
File View File

Filings since 2024-08-21
Form type N-PX
File number 028-21248
Filing date 2024-08-21
Reporting date 2024-06-30
File View File

Filings since 2024-08-02
Form type 13F-HR
File number 028-21248
Filing date 2024-08-02
Reporting date 2024-06-30
File View File

Filings since 2024-04-15
Form type 13F-HR
File number 028-21248
Filing date 2024-04-15
Reporting date 2024-03-31
File View File

Filings since 2024-01-22
Form type 13F-HR
File number 028-21248
Filing date 2024-01-22
Reporting date 2023-12-31
File View File

Filings since 2023-10-16
Form type 13F-HR
File number 028-21248
Filing date 2023-10-16
Reporting date 2023-09-30
File View File

Filings since 2023-07-26
Form type 13F-HR
File number 028-21248
Filing date 2023-07-26
Reporting date 2023-06-30
File View File

Filings since 2023-05-04
Form type 13F-HR
File number 028-21248
Filing date 2023-05-04
Reporting date 2023-03-31
File View File

Filings since 2023-02-13
Form type 13F-HR
File number 028-21248
Filing date 2023-02-13
Reporting date 2022-12-31
File View File

Filings since 2022-11-14
Form type 13F-HR
File number 028-21248
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-08-12
Form type 13F-HR
File number 028-21248
Filing date 2022-08-12
Reporting date 2022-06-30
File View File

Filings since 2022-05-10
Form type 13F-HR
File number 028-21248
Filing date 2022-05-10
Reporting date 2022-03-31
File View File

Filings since 2022-02-16
Form type 13F-HR
File number 028-21248
Filing date 2022-02-16
Reporting date 2021-12-31
File View File

Filings since 2021-11-12
Form type 13F-HR
File number 028-21248
Filing date 2021-11-12
Reporting date 2021-09-30
File View File

Filings since 2021-08-16
Form type 13F-HR
File number 028-21248
Filing date 2021-08-16
Reporting date 2021-06-30
File View File

Filings since 2021-05-17
Form type 13F-HR
File number 028-21248
Filing date 2021-05-17
Reporting date 2021-03-31
File View File

Filings since 2021-05-17
Form type 13F-HR
File number 028-21248
Filing date 2021-05-17
Reporting date 2020-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PALUMBO WEALTH MANAGEMENT LLC 401(K) PLAN 2023 844342936 2024-10-11 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-17
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing PHILIP PALUMBO
Valid signature Filed with authorized/valid electronic signature
PALUMBO WEALTH MANAGEMENT LLC PENSION PLAN 2023 844342936 2024-10-11 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing PHILIP PALUMBO
Valid signature Filed with authorized/valid electronic signature
PALUMBO WEALTH MANAGEMENT LLC 401(K) PLAN 2022 844342936 2023-09-21 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-17
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing PHILIP PALUMBO
PALUMBO WEALTH MANAGEMENT LLC PENSION PLAN 2022 844342936 2023-09-21 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing PHILIP PALUMBO
PALUMBO WEALTH MANAGEMENT LLC PENSION PLAN 2021 844342936 2022-10-03 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing PHILIP PALUMBO
PALUMBO WEALTH MANAGEMENT LLC 401(K) PLAN 2021 844342936 2022-10-03 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-17
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing PHILIP PALUMBO
PALUMBO WEALTH MANAGEMENT LLC 401(K) PLAN 2020 844342936 2021-12-29 PALUMBO WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-17
Business code 523900
Sponsor’s telephone number 5166297073
Plan sponsor’s address 1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021

Signature of
Role Plan administrator
Date 2021-12-29
Name of individual signing PHILIP PALUMBO
Role Employer/plan sponsor
Date 2021-12-29
Name of individual signing PHILIP PALUMBO

DOS Process Agent

Name Role Address
Process Addressee Resigned DOS Process Agent 2804 GATEWAY OAKS DR. #100, SACRAMENTO, NY, United States, 95833

History

Start date End date Type Value
2019-11-07 2025-01-29 Address 2804 GATEWAY OAKS DR. #100, SACRAMENTO, NY, 95833, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250129003963 2025-01-28 CERTIFICATE OF RESIGNATION OF RECEIPT OF PROCESS 2025-01-28
200430000144 2020-04-30 CERTIFICATE OF PUBLICATION 2020-04-30
200121000432 2020-01-21 CERTIFICATE OF AMENDMENT 2020-01-21
191107010213 2019-11-07 ARTICLES OF ORGANIZATION 2019-11-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1672467109 2020-04-10 0235 PPP 1010 Northern Blvd, Ste 310, Great Neck, NY, 11021
Loan Status Date 2021-08-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 35600
Loan Approval Amount (current) 35600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address Great Neck, NASSAU, NY, 11021-1000
Project Congressional District NY-03
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 36058.41
Forgiveness Paid Date 2021-08-02

Related by officers

Process Addressee Resigned

SWISS FINANCIAL CORP. HFZ CORNER LOT OWNER, LLC INTERNATIONAL PROACTIVE SECURITY L.L.C. MWR ASSOCIATES LEVEL LINE INTERIOR CONSTRUCTION, LLC DYNAMIC ELECTRICAL SYSTEMS LLC GABO'S AUTOMOTIVE LLC MOKAROO LLC FASTFORWARD ADJUSTERS, LLC COMPASS COLLECT LLC

Related by address

2804 GATEWAY OAKS DR. #100, SACRAMENTO, NY, United States, 95833

OVERHAUL RISK ADVISORY SERVICES, LLC THE RECYCLING PARTNERSHIP, INC. TRUE BEARING LLC FUNCTIONALPRODUCTJUNKIE, LLC THE LIQUOR BODEGA LLC HALL OF FAME, LLC JGOLD VENTURE LLC YNGDPE LLC

Date of last update: 23 Mar 2025

Sources: New York Secretary of State

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