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GUGINO WEALTH MANAGEMENT, INC.

Company Details

Name: GUGINO WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 26 Jan 2021 (4 years ago)
Entity Number: 5926531
ZIP code: 14063
County: Chautauqua
Place of Formation: New York
Address: 221 CENTRAL AVENUE, FREDONIA, NY, United States, 14063

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
GUGINO WEALTH MANAGEMENT INC. CASH BALANCE PLAN 2023 861785617 2024-09-27 GUGINO WEALTH MANAGEMENT INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7166727121
Plan sponsor’s address 66 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of

Role Plan administrator
Date 2024-09-27
Name of individual signing JOSEPH L. GUGINO
Valid signature Filed with authorized/valid electronic signature
GUGINO WEALTH MANAGEMENT INC. 401(K) PLAN 2023 861785617 2024-08-28 GUGINO WEALTH MANAGEMENT INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7166727121
Plan sponsor’s address 66 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of

Role Plan administrator
Date 2024-08-28
Name of individual signing JOSEPH L. GUGINO
GUGINO WEALTH MANAGEMENT INC. 401(K) PLAN 2022 861785617 2023-09-29 GUGINO WEALTH MANAGEMENT INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7166727121
Plan sponsor’s address 66 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of

Role Plan administrator
Date 2023-09-29
Name of individual signing JOSEPH L. GUGINO
GUGINO WEALTH MANAGEMENT INC. CASH BALANCE PLAN 2022 861785617 2023-10-10 GUGINO WEALTH MANAGEMENT INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7166727121
Plan sponsor’s address 66 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of

Role Plan administrator
Date 2023-10-10
Name of individual signing JOSEPH L. GUGINO
GUGINO WEALTH MANAGEMENT INC. CASH BALANCE PLAN 2021 861785617 2022-10-11 GUGINO WEALTH MANAGEMENT INC. 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7166727121
Plan sponsor’s address 66 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing JOSEPH L. GUGINO
GUGINO WEALTH MANAGEMENT INC. 401(K) PLAN 2021 861785617 2022-10-11 GUGINO WEALTH MANAGEMENT INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7166727121
Plan sponsor’s address 66 EAST MAIN STREET, FREDONIA, NY, 14063

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing JOSEPH L. GUGINO

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 221 CENTRAL AVENUE, FREDONIA, NY, United States, 14063

Filings

Filing Number Date Filed Type Effective Date
210126010203 2021-01-26 CERTIFICATE OF INCORPORATION 2021-01-26

Date of last update: 22 Mar 2025

Sources: New York Secretary of State