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TOTAL MANAGEMENT GROUP, INC.

Company Details

Name: TOTAL MANAGEMENT GROUP, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 01 Jun 1992 (32 years ago)
Entity Number: 1640457
County: New York
Place of Formation: New York
Address: 225 BROAD HOLLOW ROAD, STE 215, MELVILLE, NY, United States, 11747
Address ZIP Code: 11747
Principal Address: 225 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, United States, 11747
Principal Address ZIP Code: 11747

Shares Details

Shares issued 100

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN 2023 133670118 2024-07-15 TOTAL MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A HELLER WEALTH MANAGEMENT
Plan sponsor’s address 215 COACH DR, WOODBURY, NY, 117972837

Signature of

Role Plan administrator
Date 2024-06-12
Name of individual signing LARRY HELLER
Role Employer/plan sponsor
Date 2024-06-12
Name of individual signing LARRY HELLER
HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN 2022 133670118 2023-04-05 TOTAL MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A HELLER WEALTH MANAGEMENT
Plan sponsor’s address 215 COACH DR, WOODBURY, NY, 117972837

Signature of

Role Plan administrator
Date 2023-04-05
Name of individual signing LARRY HELLER
Role Employer/plan sponsor
Date 2023-04-05
Name of individual signing LARRY HELLER
HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN 2021 133670118 2022-03-29 TOTAL MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A HELLER WEALTH MANAGEMENT
Plan sponsor’s address 445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601

Signature of

Role Plan administrator
Date 2022-03-25
Name of individual signing LARRY HELLER
Role Employer/plan sponsor
Date 2022-03-25
Name of individual signing LARRY HELLER
HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN 2020 133670118 2021-02-24 TOTAL MANAGEMENT GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A HELLER WEALTH MANAGEMENT
Plan sponsor’s address 445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601

Signature of

Role Plan administrator
Date 2021-02-24
Name of individual signing LARRY HELLER
Role Employer/plan sponsor
Date 2021-02-24
Name of individual signing LARRY HELLER
HELLER WEALTH MANAGEMENT PROFIT SHARING PLAN 2019 133670118 2020-02-21 TOTAL MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A HELLER WEALTH MANAGEMENT
Plan sponsor’s address 445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601

Signature of

Role Plan administrator
Date 2020-02-21
Name of individual signing LARRY HELLER
Role Employer/plan sponsor
Date 2020-02-21
Name of individual signing LARRY HELLER
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN 2018 133670118 2019-02-15 TOTAL MANAGEMENT GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A HELLER WEALTH MANAGEMENT
Plan sponsor’s address 445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601

Signature of

Role Plan administrator
Date 2019-02-15
Name of individual signing LARRY HELLER
Role Employer/plan sponsor
Date 2019-02-15
Name of individual signing LARRY HELLER
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN 2017 133670118 2018-06-06 TOTAL MANAGEMENT GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A HELLER WEALTH MANAGEMENT
Plan sponsor’s address 445 BROADHOLLOW RD STE 208, MELVILLE, NY, 117473601

Signature of

Role Plan administrator
Date 2018-06-06
Name of individual signing LARRY HELLER
Role Employer/plan sponsor
Date 2018-06-06
Name of individual signing LARRY HELLER
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN 2016 133670118 2017-05-25 TOTAL MANAGEMENT GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A LARRY HELLER & ASSOCIATES
Plan sponsor’s address 445 BROADHOLLOW RD, MELVILLE, NY, 117473669

Signature of

Role Plan administrator
Date 2017-05-25
Name of individual signing LARRY HELLER
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN 2015 133670118 2016-05-31 TOTAL MANAGEMENT GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A LARRY HELLER & ASSOCIATES
Plan sponsor’s address 445 BROADHOLLOW RD, MELVILLE, NY, 117473669

Signature of

Role Plan administrator
Date 2016-05-31
Name of individual signing LARRY HELLER
LARRY HELLER & ASSOCIATES PROFIT SHARING PLAN 2014 133670118 2015-05-29 TOTAL MANAGEMENT GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541211
Sponsor’s telephone number 6312932806
Plan sponsor’s DBA name D/B/A LARRY HELLER & ASSOCIATES
Plan sponsor’s address 445 BROADHOLLOW ROAD, MELVILLE, NY, 11747

Signature of

Role Plan administrator
Date 2015-05-29
Name of individual signing LARRY HELLER

Chief Executive Officer

Name Role Address
LAWRENCE HELLER Chief Executive Officer 225 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, United States, 11747

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 225 BROAD HOLLOW ROAD, STE 215, MELVILLE, NY, United States, 11747

History

Start date End date Type Value
2024-06-03 2024-06-03 Address 445 BROAD HOLLOW ROAD, SUITE 208, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2024-06-03 2024-06-03 Address 225 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2023-09-18 2024-06-03 Address 445 BROAD HOLLOW ROAD, SUITE 208, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2023-09-18 2024-06-03 Shares Share type: NO PAR VALUE, Number of shares: 100, Par value: 0
2023-09-18 2023-09-18 Address 445 BROAD HOLLOW ROAD, SUITE 208, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2023-09-18 2024-06-03 Address 225 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2023-09-18 2024-06-03 Address 225 BROAD HOLLOW ROAD, STE 215, MELVILLE, NY, 11747, USA (Type of address: Service of Process)
2023-09-18 2023-09-18 Address 225 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2017-04-19 2023-09-18 Address 445 BROAD HOLLOW ROAD, SUITE 208, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2017-04-19 2023-09-18 Address HELLER WEALTH MANAGEMENT, 445 BROAD HOLLOW ROAD STE 208, MELVILLE, NY, 11747, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240603000790 2024-06-03 BIENNIAL STATEMENT 2024-06-03
230918003599 2023-09-18 BIENNIAL STATEMENT 2022-06-01
210824001131 2021-08-24 BIENNIAL STATEMENT 2021-08-24
170419002004 2017-04-19 BIENNIAL STATEMENT 2016-06-01
020528002748 2002-05-28 BIENNIAL STATEMENT 2002-06-01
000619002477 2000-06-19 BIENNIAL STATEMENT 2000-06-01
980608002508 1998-06-08 BIENNIAL STATEMENT 1998-06-01
960624002508 1996-06-24 BIENNIAL STATEMENT 1996-06-01
930826002581 1993-08-26 BIENNIAL STATEMENT 1993-06-01
920601000255 1992-06-01 CERTIFICATE OF INCORPORATION 1992-06-01

Date of last update: 14 Nov 2024

Sources: New York Secretary of State