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BT WEALTH MANAGEMENT, LLC

Company Details

Name: BT WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 Jan 1999 (26 years ago)
Entity Number: 2330878
County: Nassau
Place of Formation: New York
Address: 400 GARDEN CITY PLAZA, SUITE 100, GARDEN CITY, NY, United States, 11530
Address ZIP Code: 11530

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN 2023 113474480 2024-02-22 BT WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-06-01
Business code 541211
Sponsor’s telephone number 5162827201
Plan sponsor’s address 140 ATLANTIC AVENUE, UNIT 402, OCEANSIDE, NY, 11572
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN 2022 113474480 2023-03-16 BT WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-06-01
Business code 541211
Sponsor’s telephone number 5162827201
Plan sponsor’s address 140 ATLANTIC AVENUE, UNIT 402, OCEANSIDE, NY, 11572
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN 2021 113474480 2022-07-05 BT WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-06-01
Business code 541211
Sponsor’s telephone number 5162827201
Plan sponsor’s address 140 ATLANTIC AVENUE, UNIT 402, OCEANSIDE, NY, 11572
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN 2020 113474480 2021-08-31 BT WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 5162827201
Plan sponsor’s address 140 ATLANTIC AVENUE, UNIT 402, OCEANSIDE, NY, 11572
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN 2019 113474480 2020-10-06 BT WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 5162827201
Plan sponsor’s address 140 ATLANTIC AVENUE, UNIT 402, OCEANSIDE, NY, 11572
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN 2018 113474480 2019-04-08 BT WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-06-01
Business code 541211
Sponsor’s telephone number 5162827201
Plan sponsor’s address 45 OXFORD ROAD, ROCKVILLE CENTRE, NY, 11570
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN 2017 113474480 2018-09-07 BT WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-06-01
Business code 541211
Sponsor’s telephone number 5162827201
Plan sponsor’s address 45 OXFORD ROAD, ROCKVILLE CENTRE, NY, 11570

Signature of
Role Plan administrator
Date 2018-09-04
Name of individual signing LOUIS BISCOTTI
Role Employer/plan sponsor
Date 2018-09-04
Name of individual signing LOUIS BISCOTTI
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN 2016 113474480 2017-06-28 BT WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-06-01
Business code 541211
Sponsor’s telephone number 5162827201
Plan sponsor’s address 60 CROSSWAYS PARK DR.WEST, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2017-06-28
Name of individual signing MICHAEL TOBACK
Role Employer/plan sponsor
Date 2017-06-28
Name of individual signing MICHAEL TOBACK
BISCOTTI, TOBACK & CO., CPA'S, P.C. RETIREMENT PLAN 2015 113474480 2016-06-20 BT WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-06-01
Business code 541211
Sponsor’s telephone number 5162567100
Plan sponsor’s address 60 CROSSWAYS PARK DR.WEST,STE 301, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2016-06-20
Name of individual signing MICHAEL TOBACK
Role Employer/plan sponsor
Date 2016-06-20
Name of individual signing MICHAEL TOBACK

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 400 GARDEN CITY PLAZA, SUITE 100, GARDEN CITY, NY, United States, 11530

History

Start date End date Type Value
2008-12-24 2011-01-31 Address 400 GARDEN CITY PLAZA, STE 100, GARDEN CITY, NY, 11530, USA (Type of address: Service of Process)
1999-01-04 2008-12-24 Address BISCOTTI TOBACK & COMPANY, 100 MERRICK RD., ROCKVILLE CENTRE, NY, 11570, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
120201000305 2012-02-01 CERTIFICATE OF AMENDMENT 2012-02-01
110131002198 2011-01-31 BIENNIAL STATEMENT 2011-01-01
081224002270 2008-12-24 BIENNIAL STATEMENT 2009-01-01
061222002123 2006-12-22 BIENNIAL STATEMENT 2007-01-01
050314002319 2005-03-14 BIENNIAL STATEMENT 2005-01-01
030113002329 2003-01-13 BIENNIAL STATEMENT 2003-01-01
001229002023 2000-12-29 BIENNIAL STATEMENT 2001-01-01
990308000310 1999-03-08 AFFIDAVIT OF PUBLICATION 1999-03-08
990308000304 1999-03-08 AFFIDAVIT OF PUBLICATION 1999-03-08
990104000688 1999-01-04 ARTICLES OF ORGANIZATION 1999-01-04

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Related by address

400 GARDEN CITY PLAZA, SUITE 100, GARDEN CITY, NY, United States, 11530

FARBER BROCKS & ZANE L.L.P. SIEGEL FENCHEL & PEDDY, P.C.

Date of last update: 12 Nov 2024

Sources: New York Secretary of State

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