| Name: | SHIELD WEALTH ADVISORS LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 06 Apr 2020 (5 years ago) |
| Entity Number: | 5735455 |
| ZIP code: | 14150 |
| County: | Erie |
| Place of Formation: | New York |
| Address: | 263 VICKSBURG AVENUE, TONAWANDA, NY, United States, 14150 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWA 401(K) PLAN | 2023 | 850651899 | 2024-04-16 | SHIELD WEALTH ADVISORS, LLC | 2 | |||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-04-16 |
| Name of individual signing | DAWN ROBINSON |
| Role | Employer/plan sponsor |
| Date | 2024-04-16 |
| Name of individual signing | DAWN ROBINSON |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8334571040 |
| Plan sponsor’s address | 263 VICKSBURG AVENUE, TONAWANDA, NY, 14150 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-08 |
| Name of individual signing | DAWN ROBINSON |
| Role | Employer/plan sponsor |
| Date | 2023-05-08 |
| Name of individual signing | DAWN ROBINSON |
| Name | Role | Address |
|---|---|---|
| JOHN W. HABERSTRO | DOS Process Agent | 263 VICKSBURG AVENUE, TONAWANDA, NY, United States, 14150 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2023-07-20 | 2024-04-15 | Address | 263 VICKSBURG AVENUE, TONAWANDA, NY, 14150, USA (Type of address: Service of Process) |
| 2020-04-06 | 2023-07-20 | Address | 263 VICKSBURG AVENUE, TONAWANDA, NY, 14150, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240415000268 | 2024-04-15 | BIENNIAL STATEMENT | 2024-04-15 |
| 230720000951 | 2023-07-20 | BIENNIAL STATEMENT | 2022-04-01 |
| 200804000340 | 2020-08-04 | CERTIFICATE OF PUBLICATION | 2020-08-04 |
| 200406000451 | 2020-04-06 | ARTICLES OF ORGANIZATION | 2020-04-06 |
Date of last update: 25 Dec 2024
Sources: New York Secretary of State
