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FRANK WONG, CFP & ASSOCIATES, INC.

Company Details

Name: FRANK WONG, CFP & ASSOCIATES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Inactive
Date of registration: 05 Mar 1991 (34 years ago)
Entity Number: 1513750
County: New York
Date of dissolution: 26 Jun 1996
Place of Formation: New York
Address: 305 WEST 18TH STREET, UNIT 6K, NEW YORK, NY, United States, 10011
Address ZIP Code: 10011
Principal Address: 305 WEST 18TH STREET, 6 K, NEW YORK, NY, United States, 10011
Principal Address ZIP Code: 10011

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
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN 2013 133988264 2014-08-04 FRANK WONG, CFP & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-27
Business code 525920
Sponsor’s telephone number 2126615252
Plan sponsor’s address 130 WEST 42ND ST., 16TH FLOOR, NEW YORK, NY, 10036
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN 2012 133988264 2013-06-24 FRANK WONG, CFP & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-27
Business code 525920
Sponsor’s telephone number 2126615252
Plan sponsor’s address W. WEALTH STRATEGIES, LLC., 130 WEST 42ND ST., 16TH FLOOR, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2013-06-24
Name of individual signing FRANK WONG
Role Employer/plan sponsor
Date 2013-06-24
Name of individual signing FRANK WONG
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN 2011 133988264 2012-06-27 FRANK WONG, CFP & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-27
Business code 525920
Sponsor’s telephone number 2126615252
Plan sponsor’s address W. WEALTH STRATEGIES, LLC., 130 WEST 42ND ST., 16TH FLOOR, NEW YORK, NY, 10036

Plan administrator’s name and address
Administrator’s EIN 133988264
Plan administrator’s name FRANK WONG, CFP & ASSOCIATES
Plan administrator’s address W. WEALTH STRATEGIES, LLC., 130 WEST 42ND ST., 16TH FLOOR, NEW YORK, NY, 10036
Administrator’s telephone number 2126615252

Signature of
Role Plan administrator
Date 2012-06-27
Name of individual signing FRANK WONG
Role Employer/plan sponsor
Date 2012-06-27
Name of individual signing FRANK WONG
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN 2010 133988264 2011-05-10 FRANK WONG, CFP & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-27
Business code 525920
Sponsor’s telephone number 2126615252
Plan sponsor’s address W. WEALTH STRATEGIES, LLC., 130 WEST 42ND ST., 16TH FLOOR, NEW YORK, NY, 10036

Plan administrator’s name and address
Administrator’s EIN 133988264
Plan administrator’s name FRANK WONG, CFP & ASSOCIATES
Plan administrator’s address W. WEALTH STRATEGIES, LLC., 130 WEST 42ND ST., 16TH FLOOR, NEW YORK, NY, 10036
Administrator’s telephone number 2126615252

Signature of
Role Plan administrator
Date 2011-05-10
Name of individual signing FRANK WONG
Role Employer/plan sponsor
Date 2011-05-10
Name of individual signing FRANK WONG
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN 2010 133988264 2011-04-20 FRANK WONG, CFP & ASSOCIATES 3
Three-digit plan number (PN) 002
Effective date of plan 1994-01-27
Business code 525920
Sponsor’s telephone number 2126615252
Plan sponsor’s address W. WEALTH STRATEGIES, LLC., 130 WEST 42ND ST., 16TH FLOOR, NEW YORK, NY, 10036

Plan administrator’s name and address
Administrator’s EIN 133988264
Plan administrator’s name FRANK WONG, CFP & ASSOCIATES
Plan administrator’s address W. WEALTH STRATEGIES, LLC., 130 WEST 42ND ST., 16TH FLOOR, NEW YORK, NY, 10036
Administrator’s telephone number 2126615252

Signature of
Role Plan administrator
Date 2011-04-20
Name of individual signing FRANK WONG
Role Employer/plan sponsor
Date 2011-04-20
Name of individual signing FRANK WONG
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN 2009 133988264 2010-10-06 FRANK WONG, CFP & ASSOCIATES 3
Three-digit plan number (PN) 002
Effective date of plan 1994-01-27
Business code 525920
Sponsor’s telephone number 2126615252
Plan sponsor’s address 530 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10036

Plan administrator’s name and address
Administrator’s EIN 133988264
Plan administrator’s name FRANK WONG, CFP & ASSOCIATES
Plan administrator’s address 530 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10036
Administrator’s telephone number 2126615252

Signature of
Role Plan administrator
Date 2010-10-06
Name of individual signing FRANK WONG
Role Employer/plan sponsor
Date 2010-10-06
Name of individual signing FRANK WONG
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN 2009 133988264 2010-10-07 FRANK WONG, CFP & ASSOCIATES 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-27
Business code 525920
Sponsor’s telephone number 2126615252
Plan sponsor’s address 530 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10036

Plan administrator’s name and address
Administrator’s EIN 133988264
Plan administrator’s name FRANK WONG, CFP & ASSOCIATES
Plan administrator’s address 530 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10036
Administrator’s telephone number 2126615252

Signature of
Role Plan administrator
Date 2010-10-07
Name of individual signing FRANK WONG
Role Employer/plan sponsor
Date 2010-10-07
Name of individual signing FRANK WONG
FRANK WONG, CFP & ASSOCIATES PROFIT-SHARING PLAN 2009 133988264 2010-09-21 FRANK WONG, CFP & ASSOCIATES 3
Three-digit plan number (PN) 002
Effective date of plan 1994-01-27
Business code 525920
Sponsor’s telephone number 2126615252
Plan sponsor’s address 530 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10036

Plan administrator’s name and address
Administrator’s EIN 133988264
Plan administrator’s name FRANK WONG, CFP & ASSOCIATES
Plan administrator’s address 530 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10036
Administrator’s telephone number 2126615252

Signature of
Role Plan administrator
Date 2010-09-21
Name of individual signing FRANK WONG
Role Employer/plan sponsor
Date 2010-09-21
Name of individual signing FRANK WONG

Chief Executive Officer

Name Role Address
FRANK WONG Chief Executive Officer 305 WEST 18TH STREET, 6 K, NEW YORK, NY, United States, 10011

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 305 WEST 18TH STREET, UNIT 6K, NEW YORK, NY, United States, 10011

Filings

Filing Number Date Filed Type Effective Date
DP-1272659 1996-06-26 DISSOLUTION BY PROCLAMATION 1996-06-26
930521002404 1993-05-21 BIENNIAL STATEMENT 1993-03-01
910305000526 1991-03-05 CERTIFICATE OF INCORPORATION 1991-03-05

Related by officers

FRANK WONG

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THE CORPORATION

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Related by address

No related companies by address

Date of last update: 14 Nov 2024

Sources: New York Secretary of State

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