WEALTH MANAGEMENT ASSOCIATES, LLC

Company Details

Name:	WEALTH MANAGEMENT ASSOCIATES, LLC
Jurisdiction:	New York
Legal type:	FOREIGN LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	22 Jan 2004 (21 years ago)
Entity Number:	3003115
County:	Suffolk
Place of Formation:	Delaware
Address:	PO BOX 480, WATER MILL, NY, United States, 11976
Address ZIP Code:	11976

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2023

043782664

2024-09-25

WEALTH MANAGEMENT ASSOCIATES, LLC

9

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2022

043782664

2023-10-06

WEALTH MANAGEMENT ASSOCIATES, LLC

10

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2021

043782664

2022-10-11

WEALTH MANAGEMENT ASSOCIATES, LLC

10

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2020

043782664

2021-10-06

WEALTH MANAGEMENT ASSOCIATES, LLC

11

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2019

043782664

2020-10-14

WEALTH MANAGEMENT ASSOCIATES, LLC

11

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2018

043782664

2019-10-01

WEALTH MANAGEMENT ASSOCIATES, LLC

10

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2017

043782664

2018-10-03

WEALTH MANAGEMENT ASSOCIATES, LLC

10

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2016

043782664

2017-09-28

WEALTH MANAGEMENT ASSOCIATES, LLC

8

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2015

043782664

2016-10-14

WEALTH MANAGEMENT ASSOCIATES, LLC

8

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

WEALTH MANGEMENT ASSOCIATES, LLC 401K PROFIT SHARING PLAN & TRUST

2014

043782664

2015-10-15

WEALTH MANAGEMENT ASSOCIATES, LLC

7

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2008-01-01
Business code	523900
Sponsor’s telephone number	6467362394
Plan sponsor’s address	45 BROADWAY - SUITE 2230, NEW YORK, NY, 10006

DOS Process Agent

Name	Role	Address
WEALTH MANAGEMENT ASSOCIATES, LLC	DOS Process Agent	PO BOX 480, WATER MILL, NY, United States, 11976

History

Start date	End date	Type	Value
2016-08-01	2023-04-14	Address	POB 778, CUTCHOGUE, NY, 11925, USA (Type of address: Service of Process)
2004-01-22	2016-08-01	Address	693 SCUTTLE HOLE ROAD, WATER MILL, NY, 11976, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
230414004411	2023-04-14	BIENNIAL STATEMENT	2022-01-01
160801000722	2016-08-01	CERTIFICATE OF CHANGE	2016-08-01
040122000281	2004-01-22	APPLICATION OF AUTHORITY	2004-01-22

Date of last update: 10 Nov 2024

Sources: New York Secretary of State