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WEALTH DESIGN SERVICES INC.

Company Details

Name: WEALTH DESIGN SERVICES INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Inactive
Date of registration: 17 Jul 2003 (21 years ago) (Companies founded in July 2003)
Date of dissolution: 24 Apr 2020
Entity Number: 2931654
ZIP code: 14618 (Companies in Monroe, 14618)
County: Monroe
Place of Formation: New York
Address: 132 ALLENS CREEK RD, ROCHESTER, ROCHESTER, NY, United States, 14618
Principal Address: 132 ALLENS CREEK RD, ROCHESTER, NY, United States, 14618

Shares Details

Shares issued 2000

Share Par Value 0.01

Type PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH DESIGN SERVICES, INC. 401(K) PLAN 2018 200120285 2019-12-02 WEALTH DESIGN SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5855327261
Plan sponsor’s address 375 WOODCLIFF DRIVE, SUITE 1C, FAIRPORT, NY, 14450

Signature of
Role Plan administrator
Date 2019-12-01
Name of individual signing STEVEN SCHWARTZ
Role Employer/plan sponsor
Date 2019-12-01
Name of individual signing STEVEN SCHWARTZ
WEALTH DESIGN SERVICES, INC. 401(K) PLAN 2018 200120285 2019-07-31 WEALTH DESIGN SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5854423230
Plan sponsor’s address 132 ALLENS CREEK ROAD, SUITE 205, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2019-07-29
Name of individual signing STEVEN SCHWARTZ
Role Employer/plan sponsor
Date 2019-07-29
Name of individual signing STEVEN SCHWARTZ
WEALTH DESIGN SERVICES, INC. 401(K) PLAN 2017 200120285 2018-09-26 WEALTH DESIGN SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5854423230
Plan sponsor’s address 132 ALLENS CREEK ROAD, SUITE 205, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2018-09-24
Name of individual signing STEVEN SCHWARTZ
Role Employer/plan sponsor
Date 2018-09-24
Name of individual signing STEVEN SCHWARTZ
WEALTH DESIGN SERVICES, INC. 401(K) PLAN 2016 200120285 2017-10-10 WEALTH DESIGN SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5854423230
Plan sponsor’s address 132 ALLENS CREEK ROAD, SUITE 205, ROCHESTER, NY, 14618
WEALTH DESIGN SERVICES, INC. 401(K) PLAN 2015 200120285 2016-10-12 WEALTH DESIGN SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5854423230
Plan sponsor’s address 132 ALLENS CREEK ROAD, SUITE 205, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2016-10-12
Name of individual signing MARTHA LIPP
WEALTH DESIGN SERVICES, INC. 401(K) PLAN 2014 200120285 2015-07-20 WEALTH DESIGN SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5854423230
Plan sponsor’s address 132 ALLENS CREEK ROAD, SUITE 205, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2015-07-20
Name of individual signing STEVEN SCHWARTZ

Agent

Name Role Address
STEVEN SCHWARTZ Agent SUITE 200, 1870 WINTON ROAD SOUTH, ROCHESTER, NY, 14618

DOS Process Agent

Name Role Address
STEVEN SCHWARTZ DOS Process Agent 132 ALLENS CREEK RD, ROCHESTER, ROCHESTER, NY, United States, 14618

Chief Executive Officer

Name Role Address
STEVEN G SCHWARTZ Chief Executive Officer 603 CLAYBOURNE RD, ROCHESTER, NY, United States, 14618

History

Start date End date Type Value
2013-07-09 2015-07-01 Address 132 ALLENS CREEK RD, ROCHESTER, ROCHESTER, NY, 14618, USA (Type of address: Principal Executive Office)
2009-08-12 2013-07-09 Address 940 WEST FALL ROAD, ROCHESTER, NY, 14618, USA (Type of address: Principal Executive Office)
2009-08-12 2013-07-09 Address 940 WEST FALL ROAD, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)
2005-10-12 2009-08-12 Address 603 CLAYBOURNE RD, ROCHESTER, NY, 14618, USA (Type of address: Principal Executive Office)
2005-10-12 2009-08-12 Address 603 CLAYBOURNE RD, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)
2003-07-17 2005-10-12 Address SUITE 200, 1870 WINTON ROAD SOUTH, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200424000733 2020-04-24 CERTIFICATE OF DISSOLUTION 2020-04-24
150701007157 2015-07-01 BIENNIAL STATEMENT 2015-07-01
130709006338 2013-07-09 BIENNIAL STATEMENT 2013-07-01
110729002828 2011-07-29 BIENNIAL STATEMENT 2011-07-01
090812002707 2009-08-12 BIENNIAL STATEMENT 2009-07-01
070720003342 2007-07-20 BIENNIAL STATEMENT 2007-07-01
051012002634 2005-10-12 BIENNIAL STATEMENT 2005-07-01
050913000314 2005-09-13 CERTIFICATE OF AMENDMENT 2005-09-13
030717000461 2003-07-17 CERTIFICATE OF INCORPORATION 2003-07-17

Related by officers

STEVEN SCHWARTZ

936 FIFTH AVENUE CORPORATION CORPORATE LIMOUSINES, INC. CANARSIE ADULT LIVING INC. JS DAIRY INC. MC OF LONG ISLAND, INC. STEVE & LORI SCHWARTZ LLC STEVEN SCHWARTZ MILK CONSULTANTS, INC. MERTEN EQUITIES, LTD. KEANE MASON FRAMES, INC. MORRIS SCHERR, D.D.S., ROGER E. SHEEHY, D.M.D, STEVEN S. SCHWARTZ, D.D.S., P.C.

Related by address

132 ALLENS CREEK RD, ROCHESTER, NY, United States, 14618

WETERRINGS & AGNEW, INC. OFFICE CAREERS, INC.

Date of last update: 10 Nov 2024

Sources: New York Secretary of State

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