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SAVVY WEALTH, INC.

Company Details

Name: SAVVY WEALTH, INC.
Jurisdiction: New York
Legal type: FOREIGN DESIGNATION OF THE SECRETARY OF STATE
Status: Recorded
Date of registration: 14 Aug 2024 (7 months ago)
Entity Number: 7401265
Place of Formation: New York
Foreign Legal Name: SAVVY WEALTH, INC.

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SAVVY WEALTH 401(K) PLAN 2023 871487115 2024-05-07 SAVVY WEALTH, INC. 19
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Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 5619339030
Plan sponsor’s address 169 MADISON AVE, SUITE 2345, NEW YORK, NY, 10016
SAVVY WEALTH 401(K) PLAN 2022 871487115 2023-05-31 SAVVY WEALTH, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 5619339030
Plan sponsor’s address 169 MADISON AVE, SUITE 2345, NEW YORK, NY, 10016

Filings

Filing Number Date Filed Type Effective Date
240820002672 2024-08-14 CERTIFICATE OF DESIGNATION 2024-08-20

Date of last update: 02 Mar 2025

Sources: New York Secretary of State