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QUANTUM FINANCIAL STRATEGIES INC.

Company Details

Name: QUANTUM FINANCIAL STRATEGIES INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 28 Apr 1998 (27 years ago)
Entity Number: 2254140
County: Rockland
Place of Formation: New York
Address: 118 North Bedford Road, Suite 100, Mt. Kisco, NY, United States, 10549
Address ZIP Code: 10549
Principal Address: 118 North Bedford Road, Suite 100, MT. KISCO, NY, United States, 10549
Principal Address ZIP Code: 10549

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
QUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN 2023 134017745 2024-10-14 QUANTUM FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing MATTHEW LAURENCE
Valid signature Filed with authorized/valid electronic signature
QUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN 2022 134017745 2023-09-20 QUANTUM FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2023-09-20
Name of individual signing MATTHEW LAURENCE
QUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN 2021 134017745 2022-07-27 QUANTUM FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing MATTHEW LAURENCE
QUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN 2020 134017745 2021-10-07 QUANTUM FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2021-10-06
Name of individual signing MATTHEW LAURENCE
QUANTUM FINANCIAL STRATEGIES, INC. 401 (K) PLAN 2019 134017745 2020-10-14 QUANTUM FINANCIAL STRATEGIES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing MATTHEW LAURENCE
QUANTUM FINANCIAL STRATEGIES, INC. 401 (K) PLAN 2018 134017745 2019-07-25 QUANTUM FINANCIAL STRATEGIES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing MATTHEW LAURENCE
QUANTUM FINANCIAL STRATEGIES, INC. 401 (K) PLAN 2017 134017745 2018-10-11 QUANTUM FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2018-10-01
Name of individual signing MATTHEW LAURENCE
QUANTUM FINANCIAL STRATEGIES, INC. 401 (K) PLAN 2016 134017745 2017-08-03 QUANTUM FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2017-08-02
Name of individual signing MATTHEW LAURENCE
QUANTUM FINANCIAL STRATEGIES, INC. 401 (K) PLAN 2015 134017745 2016-07-12 QUANTUM FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 100 SOUTH BEDFORD ROAD, SUITE 340, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing MATTHEW LAURENCE
QUANTUM FINANCIAL STRATEGIES, INC. 401 (K) PLAN 2014 134017745 2015-08-19 QUANTUM FINANCIAL STRATEGIES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9142208290
Plan sponsor’s address 100 SOUTH BEDFORD ROAD, SUITE 340, MT. KISCO, NY, 10549

Signature of
Role Plan administrator
Date 2015-08-19
Name of individual signing MATTHEW LAURENCE

DOS Process Agent

Name Role Address
MATT LAURENCE DOS Process Agent 118 North Bedford Road, Suite 100, Mt. Kisco, NY, United States, 10549

Chief Executive Officer

Name Role Address
JORGE VALENTIN Chief Executive Officer 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, United States, 10549

History

Start date End date Type Value
2024-04-12 2024-04-12 Address 100 SOUTH BEDFORD RD, SUITE 340, MT. KISCO, NY, 10549, USA (Type of address: Chief Executive Officer)
2024-04-12 2024-04-12 Address 118 NORTH BEDFORD ROAD, SUITE 100, MT. KISCO, NY, 10549, USA (Type of address: Chief Executive Officer)
2012-06-11 2024-04-12 Address 100 SOUTH BEDFORD RD, SUITE 340, MT. KISCO, NY, 10549, USA (Type of address: Chief Executive Officer)
2012-06-11 2024-04-12 Address 100 SOUTH BEDFORD RD, MT KISCO, NY, 10549, USA (Type of address: Service of Process)
2008-04-14 2012-06-11 Address 500 MAMARONECK AVE, STE 320, HARRISON, NY, 10528, USA (Type of address: Principal Executive Office)
2008-04-14 2012-06-11 Address 500 MAMARONECK AVE, STE 320, HARRISON, NY, 10528, USA (Type of address: Chief Executive Officer)
2008-04-14 2012-06-11 Address 500 MAMARONECK AVE, STE 320, HARRISON, NY, 10528, USA (Type of address: Service of Process)
2006-04-14 2008-04-14 Address 75 S BROADWAY, 4TH FL, WHITE PLAINS, NY, 10601, USA (Type of address: Chief Executive Officer)
2006-04-14 2008-04-14 Address 75 S BROADWAY, 4TH FL, WHITE PLAINS, NY, 10601, USA (Type of address: Principal Executive Office)
2006-04-14 2008-04-14 Address 75 S BROADWAY, 4TH FL, WHITE PLAINS, NY, 10601, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240412000722 2024-04-12 BIENNIAL STATEMENT 2024-04-12
221011002338 2022-10-11 BIENNIAL STATEMENT 2022-04-01
140618002294 2014-06-18 BIENNIAL STATEMENT 2014-04-01
120611002647 2012-06-11 BIENNIAL STATEMENT 2012-04-01
100416002656 2010-04-16 BIENNIAL STATEMENT 2010-04-01
080414002127 2008-04-14 BIENNIAL STATEMENT 2008-04-01
060414002607 2006-04-14 BIENNIAL STATEMENT 2006-04-01
020326002891 2002-03-26 BIENNIAL STATEMENT 2002-04-01
000418003056 2000-04-18 BIENNIAL STATEMENT 2000-04-01
980428000930 1998-04-28 CERTIFICATE OF INCORPORATION 1998-04-28

Related by officers

MATT LAURENCE

WB ADVISORS LLC

JORGE VALENTIN

MADISON ADVISORS, INC.

Related by address

118 North Bedford Road, Suite 100, Mt. Kisco, NY, United States, 10549

AURORA STUDIOS, LLC HALSTON MEDIA, LLC WB ADVISORS LLC

Date of last update: 12 Nov 2024

Sources: New York Secretary of State

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