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  5. CENTER FOR WEALTH PRESERVATION, LLC

CENTER FOR WEALTH PRESERVATION, LLC

Company Details

Name: CENTER FOR WEALTH PRESERVATION, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Feb 2005 (20 years ago)
Entity Number: 3158395
ZIP code: 11791
County: Nassau
Place of Formation: New York
Address: 6800 JERICHO TPKE, STE 202W, SYOSSET, NY, United States, 11791

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CENTER FOR WEALTH PRESERVATION 401K PS PLAN 2023 201733915 2024-10-15 CENTER FOR WEALTH PRESERVATION 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 6318489596
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing MARGARET MCDOUGALL
Valid signature Filed with authorized/valid electronic signature
CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN 2022 201733915 2023-04-27 CENTER FOR WEALTH PRESERVATION 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5166823371
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Plan administrator’s name and address
Administrator’s EIN 201733915
Plan administrator’s name CENTER FOR WEALTH PRESERVATION
Plan administrator’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791
Administrator’s telephone number 5166823371

Signature of
Role Plan administrator
Date 2023-04-27
Name of individual signing GARY RANFTLE
CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN 2021 201733915 2022-05-11 CENTER FOR WEALTH PRESERVATION 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5166823371
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Plan administrator’s name and address
Administrator’s EIN 201733915
Plan administrator’s name CENTER FOR WEALTH PRESERVATION
Plan administrator’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791
Administrator’s telephone number 5166823371

Signature of
Role Plan administrator
Date 2022-05-11
Name of individual signing GARY RANFTLE
CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN 2020 201733915 2021-05-10 CENTER FOR WEALTH PRESERVATION 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5166823371
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Plan administrator’s name and address
Administrator’s EIN 201733915
Plan administrator’s name CENTER FOR WEALTH PRESERVATION
Plan administrator’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791
Administrator’s telephone number 5166823371

Signature of
Role Plan administrator
Date 2021-05-10
Name of individual signing GARY RANFTLE
CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN 2019 201733915 2020-04-06 CENTER FOR WEALTH PRESERVATION 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5166823371
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Plan administrator’s name and address
Administrator’s EIN 201733915
Plan administrator’s name CENTER FOR WEALTH PRESERVATION
Plan administrator’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791
Administrator’s telephone number 5166823371

Signature of
Role Plan administrator
Date 2020-04-06
Name of individual signing GARY RANFTLE
CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN 2018 201733915 2019-06-06 CENTER FOR WEALTH PRESERVATION 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5166823371
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Plan administrator’s name and address
Administrator’s EIN 201733915
Plan administrator’s name CENTER FOR WEALTH PRESERVATION
Plan administrator’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791
Administrator’s telephone number 5166823371

Signature of
Role Plan administrator
Date 2019-06-06
Name of individual signing GARY RANFTLE
CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN 2017 201733915 2018-04-02 CENTER FOR WEALTH PRESERVATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5166823371
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Plan administrator’s name and address
Administrator’s EIN 201733915
Plan administrator’s name CENTER FOR WEALTH PRESERVATION
Plan administrator’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791
Administrator’s telephone number 5166823371

Signature of
Role Plan administrator
Date 2018-04-02
Name of individual signing KATHY MATHESON
CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN 2016 201733915 2017-04-03 CENTER FOR WEALTH PRESERVATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5166823371
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Plan administrator’s name and address
Administrator’s EIN 201733915
Plan administrator’s name CENTER FOR WEALTH PRESERVATION
Plan administrator’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791
Administrator’s telephone number 5166823371

Signature of
Role Plan administrator
Date 2017-04-03
Name of individual signing KATHY MATHESON
CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN 2015 201733915 2016-02-29 CENTER FOR WEALTH PRESERVATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5166823371
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Plan administrator’s name and address
Administrator’s EIN 201733915
Plan administrator’s name CENTER FOR WEALTH PRESERVATION
Plan administrator’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791
Administrator’s telephone number 5166823371

Signature of
Role Plan administrator
Date 2016-02-29
Name of individual signing KATHY MATHESON
CENTER FOR WEALTH PRESERVATION 401(K) P/S PLAN 2014 201733915 2015-05-29 CENTER FOR WEALTH PRESERVATION 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 5166823371
Plan sponsor’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791

Plan administrator’s name and address
Administrator’s EIN 201733915
Plan administrator’s name CENTER FOR WEALTH PRESERVATION
Plan administrator’s address 6800 JERICHO TURNPIKE, SUITE 202 WEST, SYOSSET, NY, 11791
Administrator’s telephone number 5166823371

Signature of
Role Plan administrator
Date 2015-05-29
Name of individual signing KATHY MATHESON

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 6800 JERICHO TPKE, STE 202W, SYOSSET, NY, United States, 11791

Agent

Name Role Address
GARY RANFTLE CENTER FOR WEALTH PRESERVATION Agent 6800 JERICHO TPKE STE 205W, SYOSSET, NY, 11791

History

Start date End date Type Value
2005-02-01 2007-03-06 Address 6800 JERICHO TPKE STE 205W, SYOSSET, NY, 11791, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210216060145 2021-02-16 BIENNIAL STATEMENT 2021-02-01
190208060539 2019-02-08 BIENNIAL STATEMENT 2019-02-01
151216006081 2015-12-16 BIENNIAL STATEMENT 2015-02-01
130215006089 2013-02-15 BIENNIAL STATEMENT 2013-02-01
110223002922 2011-02-23 BIENNIAL STATEMENT 2011-02-01
090206003046 2009-02-06 BIENNIAL STATEMENT 2009-02-01
070306002080 2007-03-06 BIENNIAL STATEMENT 2007-02-01
050201000797 2005-02-01 ARTICLES OF ORGANIZATION 2005-02-01

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Related by address

No related companies by address

Date of last update: 28 Nov 2024

Sources: New York Secretary of State

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