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  5. WEALTH PARTNERS LLC

WEALTH PARTNERS LLC

Company Details

Name: WEALTH PARTNERS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 10 Mar 2003 (22 years ago)
Entity Number: 2879520
ZIP code: 10526
County: Westchester
Place of Formation: New York
Address: 10 WACCABUC ROAD, GOLDENS BRIDGE, NY, United States, 10526

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN 2016 260059520 2017-09-12 WEALTH PARTNERS, LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2126896700
Plan sponsor’s address 275 MADISON AVE, 6TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2017-09-12
Name of individual signing MARK W MCGORRY
WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN 2015 260059520 2016-06-16 WEALTH PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2126896700
Plan sponsor’s address 275 MADISON AVE, 6TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2016-06-16
Name of individual signing MARK MCGORRY
WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN 2014 260059520 2015-09-21 WEALTH PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2126896700
Plan sponsor’s address 275 MADISON AVE, 6TH FLOOR, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2015-09-21
Name of individual signing MARK MCGORRY
WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN 2013 260059520 2014-07-09 WEALTH PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2126896700
Plan sponsor’s address 200 EAST 33RD STREET, SUITE 11-I, NEW YORK, NY, 10016

Signature of
Role Plan administrator
Date 2014-07-09
Name of individual signing MARK MCGORRY
WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN 2012 260059520 2013-07-16 WEALTH PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2126896700
Plan sponsor’s address 286 MADISON AVENUE SUITE 200, NEW YORK, NY, 100176368

Signature of
Role Plan administrator
Date 2013-07-16
Name of individual signing MARK MCGORRY
Role Employer/plan sponsor
Date 2013-07-16
Name of individual signing MARK MCGORRY
WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN 2011 260059520 2012-10-08 WEALTH PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2126896700
Plan sponsor’s address 286 MADISON AVENUE SUITE 200, NEW YORK, NY, 100176368

Plan administrator’s name and address
Administrator’s EIN 260059520
Plan administrator’s name WEALTH PARTNERS, LLC
Plan administrator’s address 286 MADISON AVENUE SUITE 200, NEW YORK, NY, 100176368
Administrator’s telephone number 2126896700

Signature of
Role Plan administrator
Date 2012-10-08
Name of individual signing MARK MCGORRY
WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN 2010 260059520 2011-05-13 WEALTH PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2126896700
Plan sponsor’s address 286 MADISON AVENUE SUITE 200, NEW YORK, NY, 100176368

Plan administrator’s name and address
Administrator’s EIN 260059520
Plan administrator’s name WEALTH PARTNERS, LLC
Plan administrator’s address 286 MADISON AVENUE SUITE 200, NEW YORK, NY, 100176368
Administrator’s telephone number 2126896700

Signature of
Role Plan administrator
Date 2011-05-13
Name of individual signing MARK MCGORRY
WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN 2009 260059520 2010-08-27 WEALTH PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2126896700
Plan sponsor’s address 286 MADISON AVENUE SUITE 200, NEW YORK, NY, 100176368

Plan administrator’s name and address
Administrator’s EIN 260059520
Plan administrator’s name WEALTH PARTNERS, LLC
Plan administrator’s address 286 MADISON AVENUE SUITE 200, NEW YORK, NY, 100176368
Administrator’s telephone number 2126896700

Signature of
Role Plan administrator
Date 2010-08-27
Name of individual signing MARK MCGORRY

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 10 WACCABUC ROAD, GOLDENS BRIDGE, NY, United States, 10526

History

Start date End date Type Value
2018-11-13 2023-03-01 Address 10 WACCABUC ROAD, GOLDENS BRIDGE, NY, 10526, USA (Type of address: Service of Process)
2014-07-24 2018-11-13 Address 275 MADISON AVE, 6TH FL, NEW YORK, NY, 10016, USA (Type of address: Service of Process)
2007-03-14 2014-07-24 Address 21 EAST 40TH STREET, SUITE 200, NEW YORK, NY, 10016, USA (Type of address: Service of Process)
2003-03-10 2007-03-14 Address THREE LINCOLN CENTER, 51ST FLOOR, NEW YORK, NY, 10023, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230301002866 2023-03-01 BIENNIAL STATEMENT 2023-03-01
210301061582 2021-03-01 BIENNIAL STATEMENT 2021-03-01
190304060372 2019-03-04 BIENNIAL STATEMENT 2019-03-01
181113000282 2018-11-13 CERTIFICATE OF CHANGE 2018-11-13
170301006100 2017-03-01 BIENNIAL STATEMENT 2017-03-01
160705006283 2016-07-05 BIENNIAL STATEMENT 2015-03-01
140724002287 2014-07-24 BIENNIAL STATEMENT 2013-03-01
070314002161 2007-03-14 BIENNIAL STATEMENT 2007-03-01
030708000717 2003-07-08 AFFIDAVIT OF PUBLICATION 2003-07-08
030708000715 2003-07-08 AFFIDAVIT OF PUBLICATION 2003-07-08

Related by officers

THE LLC

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Related by address

10 WACCABUC ROAD, GOLDENS BRIDGE, NY, United States, 10526

WEALTH PARTNERS ADVISORS LLC

Date of last update: 11 Nov 2024

Sources: New York Secretary of State

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